At Smart, our mission is to transform retirement, savings and financial wellbeing across all generations, around the world.THE ROLETo build and maintain relationships with new and existing advisers explaining our proposition and encouraging and looking for new business opportunities. Represent the smart proposition in a way that demonstrates smart as a provider of choice to encourage new business and meet our targets.ResponsibilitiesManage an allocated portfolio of Advisers (Accountants, IFA’s payroll service providers), focus on fact finding to build and develop relationships, act as point of contact to maintain and develop the relationship for incremental, new business and transfers from other providers.
Contact all allocated new advisers to ensure they understand our proposition and systems and establish potential for further development of the relationship.
React quickly to New Adviser/New direct company enquiries via the New Business Helpline or email.
Understand our proposition and Workplace Pensions/AE legislation be able to clearly communicate this to advisers and direct employers as part of the relationship development and supporting the acquisition of new business.
Work closely with the wider business development team and other colleagues to ensure opportunities are identified and progressed.
Maintain up to date records on salesforce CRM where appropriate, detailing adviser contact and activity and fully recording all new opportunities.
Use salesforce to maintain regular communication and updates to our proposition your portfolio.
Proactively contact potential new leads via salesforce communication and subsequent telephone contact with the intention of converting to new advisers/ new business.WHO WE ARE LOOKING FORThe skills, experience, and aptitudes we are looking for are listed below but please don’t be discouraged from applying if you don’t meet every single one of these criteria – having a ‘can do’ attitude is sometimes more important than being able to tick every box:Proven customer relationship management experience, demonstrating business creation and retention.
Confident in giving support guidance over the telephone and if requir on-line demonstrations of the Smart systems.
Accepts and tackles demanding goals and new business targets.
Professional and accountable for actions.
Good attention to detail required to ensure the correct information is maintained on all systems.
Flexible approach to change and the ability to absorb information on new products, services and processes.
The ability to use Google packages word, google documents/sheet comfortable with other required systems such as Salesforce Smart CR system.WHO WE AREWe work in partnerships with governments and financial institutions in the UK a internationally. Our cloud-native digital platform is revolutionising how people around the world think about, and save for, their retirement.At heart, we’re a financial technology business. What we do is all about innovation, a using the power of digital change to put the customer first. Our Engineers will tell y that working at Smart gives you the opportunity to play your part in developing world-class technological solutions, working with – and learning from – like-minded people.You’ll also find that, across our business, our colleagues love Smart’s culture, and h what we do means better financial outcomes for savers. That feels worthwhile, and means that what we do, collectively, goes way beyond the nine to five of a typic working day.Don’t just take our word for it – you can see what our colleagues say about working at Smart on LinkedIn Life and Glassdoor.BENEFITSAt Smart, one of the eight principles we work to is “We want happy and good people in our team”. We created a list of benefits that helps us achieve this goal:Spanish Employment Contract.
25 days holiday per year, plus bank holidays. One extra day holiday after two years and then every year up to 30 days holiday.
Employee benefit to the value of 5% of pensionable pay.
£500 personal training budget every year to spend on courses or conferences or training materials.
Enhanced maternity and paternity (16 weeks Mutua, under Spanish Law, Smart will pay the difference between 16 weeks 6 months.
Private Health care
Five-week sabbatical after five years of employment.Visit our careers page at www.smart.co/careers to find our Recruitment Data Policy.We think Smart is an awesome place to work. If it sounds like somewhere you’d like to work too, and if you’re ready to play your part in our continued success in the future, then naturally we’d love to meet you.