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10 months ago
Michael Page Sales
Basic Salary: £45000 - £62000 per annum + additional benefits an
Location: East Midlands, West Midlands
Job type: Permanent
Business sector: B2B
Contact: Felicity Burrows
Category: Field Sales Jobs, Financial Sales Jobs, Professional Sales Jobs, Business Development Jobs

We are representing a FTSE100 Multinational Financial Services company, this is a global market leader and is one of the largest investment management firms in the world.

We are recruiting for a Financial Wellbeing Consultant to be responsible for selling investment management services for pension schemes into workplace clients.

100% home/field based, £45-62k basic.

Client Details

We are recruiting for the investment management arm of a FTSE 100 company.

They are one of Europe's largest asset managers and a major global investor. Their success has been built by focusing on clients and providing them with services and solutions that meet their needs. They offer strategies across the full spectrum of asset classes, including equities, bonds, property, alternatives and cash, as well as multi-asset strategies tailored to the needs of institutional and retail investors.

This is one of the world's leading providers of index fund management at the forefront of developments in liability-driven risk management solutions for defined benefit pension schemes, a leading provider of defined contribution solutions and also offer wide range of strategies to help clients manage their investment objectives.

They help pension scheme, sovereign wealth funds, wealth managers and other professional investors.

In addition to having a leading position in the UK, Europe, the Middle East, Asia and the US.


The role will be developing & implementing financial wellbeing strategies and campaigns for a portfolio of Investment Management to workplace clients and delivering these in the form of member presentations, to deliver sales strategies for Distribution. This to cover sales penetration, sales, relationship and contact development such that sales budgets, forecasts, plans, objectives and strategies are achieved.

  • Ensure the management and worksite delivery of highly effective workplace communication activities promoting financial wellbeing, with a focus on pensions for a specified portfolio of workplace clients, to support business growth and retain business.
  • By delivering member presentations thus increasing member engagement and ultimately increasing contributions and consolidation of pension pots therefore making a visible contribution to the annual target, and longer term ambitions for growth of assets under administration
  • Own, establish, develop and maintain strong relationships with key decision makers at board-level or equivalent across the workplace business, being able to identify where communications strategies will have a positive revenue generating impact for new & existing business.
  • Work collaboratively with the client communications team to maximise the impact and quality of multi-channel workplace messaging and materials to directly influence members to increase member contributions and consolidation of pension pots to help grow the Investment Management and maximise cross sell opportunities


This will be working for the Workplace pensions unit, we are looking for someone who is excellent at going into the worksite to visit strategic clients to do presentations.

We are seeking the following:

  • Excellent presentation skills
  • Demonstrable client management experience
  • Experience in a similar capacity
  • Professional qualifications in relation to the role are desirable but not essential, for example technical pension and communications qualifications
  • Extensive experience in managing and developing client relationships and using presentation and communication skills to increase cash flow from members
  • Experience and knowledge of communications techniques, including multi-channel approaches
  • Experience and knowledge of DC product solutions and marketplace
  • Proven track record of project and stakeholder management including delivery
  • Corporate client relationship management experience in a product provider, asset manager or EBC/significant intermediary

You must possess excellent communication/presentation skills - previous client-facing meeting and presentation experience at a senior level within significant employers and intermediaries/partners is a requirement, as is the ability to articulate and convey information in a clear and compelling manner in writing and in person.

Job Offer

This is an opportunity to work for a FTSE100 Multinational Financial Services company, this is a global market leader and is one of the largest investment management firms in the world.

Excellent brand and business to work for, superb salary of £45-62k basic plus additional benefits.

Fantastic long term career opportunities.

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