Telephone Sales Manager - Platform / Intermediaries

 Location: Edinburgh
 Salary: 50000 - 70000 basic + benefits + bonus
 Job type: Permanent
 Closes: closed

Meraki Talent’s client is currently looking to hire a talented Sales Manager into their Distribution team for a role which can be based in either Edinburgh or London.  Our client is a firmly established financial services firm which has well evolved propositions and excellent distribution strategies and reach within the UK Wholesale market place.


As part of their ongoing growth and development a new Managerial role has been created for a career-minded individual to join as a Telephony Sales Manager for their Platform and Investment propositions.  As a Telephony Sales Manager you will be leading, managing and motivating a team of Telephone based Account Consultants (8-10 staff) to manage the delivery of new business inflows and to gain market share. 


Responsibilities within the role include:


  • Establishing and leading telephone distributions sales strategies to retain and grow within client segments
  • Produce team business plans, setting out targets and tactics for your business
  • Define, cascade and control client strategy through list of target clients within segments – this is generally done via Salesforce
  • Manage resource and ensure Account Consultants are aligned to ensure the best client experience and to increase share of wallet
  • Educate the team on the platform’s capabilities and ensure the firm’s product knowledge is at a good level
  • Innovate and evaluate new sales tactics and opportunities for channel engagement
  • Market monitoring and evaluation including competitor research to position the firm effectively


For this role my client is seeking an innovative Sales Leader who has strong people management skills and a track record of building effective sales teams.  Experience in Financial Services is required and this will ideally have been gained within a Platform or Investment House environment.  Knowledge of the intermediary market would be highly beneficial.

Platform Sales Manager

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Andrew Welsh

Andrew is the founding director of Meraki Talent. He has been recruiting within the UK's financial sector since 2001 and is responsible for senior and strategic hiring for our clients.