VP, AI-Powered Tele-Sales Leader — Wealth Advisory

LGBT Great; City of Edinburgh; Hybrid; GBP 100,000 - GBP 125,000; Full time

Job summary

A leading investment management company is looking for a Vice President in the City of Edinburgh to enhance the effectiveness of the tele-sales function while driving the adoption of technology in daily operations. The individual will coach a team of sales professionals and maintain relationships with advisers to capitalize on sales opportunities. Candidates should have 4+ years of relevant experience, strong commercial acumen, and a solid background in telephone-based sales. This role benefits from a hybrid work model, fostering development and collaboration.

Benefits

Retirement investment tools

Education reimbursement

Flexible Time Off

Support for physical and emotional well-being

Qualifications

• 4+ years of experience in telephone-based sales or business development.
• Proven track record of exceeding sales KPIs.
• Demonstrated ability to integrate technology in sales.

Responsibilities

• Lead a team of tele-sales professionals with ongoing training.
• Generate and activate qualified sales opportunities through calls.
• Maintain deep knowledge of products and market strategies.

Skills

Telephone-based sales experience

Commercial acumen

Leadership capability

Tech-fluency

Organizational skills

Influencing skills

Education

BA/BSc or equivalent experience

IMC qualification or willingness to obtain

Tools

CRM technology

Portfolio analytics tools

Job description

A leading investment management company is looking for a Vice President in the City of Edinburgh to enhance the effectiveness of the tele-sales function while driving the adoption of technology in daily operations. The individual will coach a team of sales professionals and maintain relationships with advisers to capitalize on sales opportunities. Candidates should have 4+ years of relevant experience, strong commercial acumen, and a solid background in telephone-based sales. This role benefits from a hybrid work model, fostering development and collaboration.