Running an active, modern, professional Linkedin profile
Sourcing High Net Worth individuals using Linkedin Sales Navigator
Connecting with and making contact with HNW individuals
Connecting with and making contact with existing prospects
Connecting with and making contact with inbound leads
Arranging high value qualified meetings with HNW prospective clients on behalf of our wealth management clients
Managing a busy calendar in a professional manner
Ensuring Select systems are adhered to and kept updated
Training
As a new Select Partner you will commence an in depth, structured training programme ensuring your earning potential is immediately enhanced, whilst also maintaining the longer term development of your role
The focus on your development remains continuous after your initial training, you will always receive continued expert support from experienced leadership to afford you the best possible chance of success with Select Partners
Progression
Support in becoming Level 4 Qualified as a Wealth Manager with the Chartered Institute For Securities And Investment (CISI)
Guaranteed position as a Wealth Manager with one of our FTSE 100 Wealth Management clients
Senior Partner within Select Partners with the option and support to build and manage your own Partner team
Requirements
Based in the UK
Fluent spoken and written English
Competent in Microsoft Outlook, CRM software and Linkedin
Home office, modern computer with updated software, strong internet
Professional sales experience, Strong communication skills, Strong work ethic
Running an active, modern, professional Linkedin profile
Sourcing High Net Worth individuals using Linkedin Sales Navigator
Connecting with and making contact with HNW individuals
Connecting with and making contact with existing prospects
Connecting with and making contact with inbound leads
Arranging high value qualified meetings with HNW prospective clients on behalf of our wealth management clients.
Managing a busy calendar in a professional manner
Ensuring Select systems are adhered to and kept updated
Training
As a new Select Partner you will commence an in depth, structured training programme ensuring your earning potential is immediately enhanced, whilst also maintaining the longer term development of your role
The focus on your development remains continuous after your initial training, you will always receive continued expert support from experienced leadership to afford you the best possible chance of success with Select Partners
Progression
Support in becoming Level 4 Qualified as a Wealth Manager with the Chartered Institute For Securities And Investment (CISI)
Guaranteed position as a Wealth Manager with one of our FTSE 100 Wealth Management clients
Senior Partner within Select Partners with the option and support to build and manage your own Partner team
Requirements
Based in the UK
Fluent spoken and written English
Competent in Microsoft Outlook, CRM software and Linkedin
Home office, modern computer with updated software, strong internet
Professional sales experience, Strong communication skills, Strong work ethic
