The Role of the Sales Professional
There are a number of stages that are fundamental to making a sale in financial services.
Our Client Managers are responsible for identifying high quality new business opportunities, which can come from a number of different sources:
- Existing Clients - BoSIS has a substantial client base that requires ongoing servicing, providing opportunity for significant new business
- Referrals - obtaining new contacts is an essential part of the role, building on the good relationships developed with existing clients
- Leads from business partners - good relationships are also the key to working with our business partners to identify reciprocal business opportunities
- Direct approach - to business and professional practices, where our products meet the needs of the most demanding clients.
Those appointments provide the opportunity to engage clients in a thorough analysis of their financial affairs. The purpose of the analysis is to understand the clients' current circumstances and identify their financial objectives. Effective solutions can then be planned, recommended and most importantly, implemented.
It is a matter of good professional practice for such financial transactions to be properly documented. With the assistance of state of the art sales support systems, the Client Manager completes the implementation of a sale by recording the advice in a report to the client.
Key information is captured from the sales process to enable future client needs to be identified together with future sales opportunities.
The most persuasive case for gaining referrals is the quality of the advice that is provided. It is in this way that our Client Managers successfully continue to develop a portfolio of high net worth clients.
Find out more about our client manager roles and apply online.
Salary and Benefits
The role of the Client Manager within BoSIS offers the potential for high earnings.
In summary we offer:
A competitive basic Salary of circa £40,000+ and unlimited bonus
A bonus scheme - giving Client Managers uncapped earning potential. The scheme is composed of several elements all of which are influenced by personal performance.
Share Schemes - we have a range of market leading, award winning share schemes.
Company Car – This entitles Client Managers to select from an extensive range of vehicles including BMW, Mercedes and Audi.
Private Medical Insurance – provided free of charge to Client Managers. Family cover can also be selected at a cost as part of the HBOS flexible benefits package.
Pension Scheme – the opportunity to join the HBOS Group Money Purchase scheme.
Free Life Assurance Scheme – automatic qualification for life cover equal to four times basic salary.
Holidays – 28 days, in addition to public holidays.
Flexible Benefits – HBOS offers an impressive range of products ranging from mortgage deals to estate agent agency services for all employees.
Colleagues Products – HBOS offers an impressive range of colleague products ranging from mortgage deals to estate agent agency services.
Pinnacle – BoSIS run an annual event to reward top performers and their partners. The event is held at prestige destinations around the world and provides an experience of a lifetime for our top Client Managers.
Find out more about our client manager roles and apply online.
Career Development
BoSIS also offers excellent career development opportunities. Having gained experience in the field, those who demonstrate the appropriate qualities and ability will have the opportunity for subsequent career moves both with BoSIS and across HBOS plc.
Being part of a larger organisation has its benefits when it comes to career progression. For the right people there are significant opportunities to move within the Group.
Find out more about our client manager roles and apply online.
