The Role:

We are looking for a proactive Distribution Consultant to manage lead generation campaigns and outbound communications for our key strategic partners. The Distribution Consultant will also assist in day-to-day activities for our Events, Agencies and Distribution operations channels providing administrative and customer service support.  The successful candidate will engage with external firms, promote Simplybiz services and solutions, and work towards set KPIs to drive business opportunities.

Key Responsibilities:

• Conduct outbound calls to promote Simplybiz Group services, partners, events, and training.
• Manage and execute email marketing campaigns.
• Work towards and achieve activity and sales targets set by the Senior Investment Distribution Consultant.
• Maintain accurate records of campaign statistics and KPIs.
• Update and manage the CRM database.
• Build and maintain relationships with third-party partners.
• Identify and create business opportunities for internal and external Simplybiz teams.
• Attend events as required.
• Support senior management with ad-hoc tasks as needed.
• Conduct administrative activities to support Distribution Operations.

Key Skills & Competencies:

• Communication Skills: Strong verbal, written, and face-to-face communication skills.
• Customer Service: Ability to build rapport, understand customer needs, and negotiate effectively.
• Presentation Skills: Comfortable speaking and presenting to groups.
• Time & Self-Management: Ability to prioritise workload, meet deadlines, and take accountability.
• Collaboration: Ability to train, mentor, and support team members.
• Problem Solving: Strong research and decision-making skills.
• IT Skills: Proficiency in CRM systems, Microsoft Word, Excel, and PowerPoint.
• Industry Knowledge: Understanding of financial services, products, and industry trends.
• Change Management: Ability to adapt to change and support others through transitions.

Person Specification:

• Positive, proactive approach with a willingness to learn.
• Ability to work as part of a team and under pressure.
• Strong self-motivation and resilience.
• Comfortable working to daily outbound call targets.

Experience & Qualifications:

• Experience in outbound calling (preferred).
• Experience in sales.
• Experience in financial services (advantageous).
• Good literacy, numeracy, and computer skills.

Why Join Us?

• A dynamic and supportive work environment.
• Opportunities for professional development and career progression.
• Competitive salary and benefits package.
• Exposure to industry-leading experts and partners.

If you are a motivated and results-driven professional looking for an exciting opportunity, we’d love to hear from you!

Fintel plc and all the businesses within it adopt a zero-tolerance approach to discrimination on any of the protected grounds in the Equality Act 2010.

We are committed to providing equal opportunities to all current and prospective employees regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.

We aspire to have a diverse workforce because, in our view, diversity enables better business outcomes. We also believe that a more inclusive workplace, where people of different backgrounds work together, ensures better outcomes for all staff. From application to interview, we place inclusion at the heart of all we do.

For these reasons we strongly encourage suitably qualified applicants from a wide range of backgrounds.