Regional sales manager (rsm) –
Scotland & northern ireland
Reports to: head of sales
Main location: home working
Salary: £competitve + bonus + excellent benefits
We’re an award-winning financial technology company based in the heart of beautiful bathWe provide
Financial advisers with the technology, trading capabilities and service to help deliver great customer
Outcomes to their clients.
We’re determined to deliver technology that will keep us at the forefront of intelligent wealth management
And are building a modern scalable and flexible microservices architecture to help us to achieve our goalAs
We embark upon a new and exciting period of change and growth, we’re looking for people that want to make
About the role
Responsible for promoting novia’s products and services to financial advisers to driving new business sales
And achieve sales targets in scotland and northern ireland.
The key point of contact with the adviser firm, organising visits, presenting, answering queries and
/ pursue and secure high-quality tier 2 client opportunities
/ lead pitch process and negotiate commercial terms within agreed pricing boundaries
/ oversee sales and onboarding process, input to platform onboarding experience
/ develop in-depth understanding of client business models
/ produce account business plan
/ work in collaboration with relationship managers
/ achieve new business targets.
/ listening to adviser requirements and presenting and influencing appropriately to make a sale.
/ negotiate the terms of an agreement and closing sales.
/ challenge any objections with a view to getting the adviser to buy.
/ maintain and develop relationships with existing advisers in person and via telephone calls and
/ gather market and customer information.
/ advise on forthcoming product developments.
/ review own sales performance against goals agreed with line manager.
/ gain a clear understanding of advisers` businesses and requirements.
/ attend team meetings and sharing best practice with colleagues.
/ work with the operational teams to ensure ongoing support is provided to advisers.
/ liaise with the marketing team to produce timely and accurate sales information; ensuring
Material is fully compliant.
/ responsible for production of mi reports as appropriate, for review with sales director/head of
/ maintenance of the company crm system.
/ to constantly maintain the principles of treating customers fairly (‘tcf’) in all transactions and
Interactions with customers.
/ constantly challenge existing practices and processes and suggest improvements.
/ achieve and actively maintain skills and knowledge to adhere to training and competency
/ ensure that the risk management process is promoted, supported, managed and implemented
Effectively in accountable business areaLiaise with the risk team to identify and manage risk
EffectivelyDisseminate relevant information to the risk team and other business areas ensuring
Any actions are completed to agreed timescales.
/ identify potential or significant relationship issues and provide the correct level of support,
Ensuring that remedial action plans are put in place to resolve.
/ actively support and participate across the sales team to achieve team objectives.
/ raise and own escalations to satisfactory completion, report on any trends and identify training,
System or process gaps.
/ build and maintain internal networks and relationships across the company
About you (what we’re looking for)
You’re passionate about building relationships and winning new business and you have a successful track
Record in seeking out and developing new opportunities with ifa firms in scotland and northern irelandYou
Have a comprehensive understanding of the platform sector and are able to demonstrate an extensive
Awareness of the products and services offered by the company.
Specialist skills, qualifications and experience:
Experience in b2b sales in the wrap platform market
Good product knowledge, including market & competitor knowledge
Proven track record in seeking out and developing new business opportunities
Technically savvy with a range of information technology experience such as salesforce, webinars
A passion for delivering excellent customer service
A financial services qualification
Relationship management – the ability to identify and build strong effective relationships both
Internally and externally
Team work – the ability to work co-operatively with others, to be a member of a team and work
Towards the purpose of a common goalComfortable working with other departments, bringing
Together people from different areas of the business
Decision making – the ability to make balanced and sound decisions by understanding issues,
Problems, and opportunities; comparing data from different sources to draw conclusions; evaluating the
Probable consequences of alternative solutions and selecting the most promising alternative
Networking – identifying opportunities and taking action to build relationships between own area and
Other areas, teams, department, units, or organisations to help achieve business goals
Client service – taking responsibility for client satisfaction and loyalty by effectively meeting specific
Client needs and developing and maintaining productive client relationships
Communication – the ability to effectively communicate at all levels, both written and verbally, with
All internal/external customers
Challenge - ability to challenge existing practices, suggesting solutions, improvements and new
Rewards and benefits
Home based working
Discretionary bonus each year
25 days holiday per calendar year plus bank holidays, with the option to purchase or sell up to 5
Additional days per year
Supported and encouraged professional development
Private medical scheme (single cover that can be increased to full family)
Income protection scheme
Group contributory pension scheme
Interest free season ticket loans for travel costs
Novia foundation day in support of charitable activities
We encourage internal progression at novia, with many of our employees going on to become team
Leaders, managers, subject matter experts and many more
We`re proud of our company culture at noviaFrom rewards and incentives, remote team socials to fun
Quizzes, our friendly and welcoming teams at novia strive to make our office a great place to work.
Novia financial is an equal opportunities employer who values a diverse and inclusive workplaceWe
Recognise that people work in different ways, and we value alternative viewpoints, celebrate
Individuality, and foster a culture where everyone can bring their true self to workWe are committed
To creating a diverse workforceWe accept applications from everyone regardless of your background,
Beliefs, culture, gender identity, ethnicity, sexual orientation, disabilities, and long-term health
Posted 30+ days ago