The Sales Function

Our purpose is to raise and retain assets under management (AUM) for Triple Point to help drive the growth of the business. We accomplish this by providing innovative financial solutions that support financial advisers in helping people with their financial goals. We aim to be a trusted partner and are committed to building relationships built on trust, transparency, and integrity.

The Role

This is a role to sit in an exciting, predominantly phone based team, working in conjunction with our regional representation to be responsible for developing relationships with new IFA’s, creating high levels of sales activity to existing relationships across to country and provide the highest level of customer service/client experience.

We are looking for a candidate with an exceptional approach to this role, who understands that the needs of clients (both internal and external) are central to Triple Point and key to the success of the business.

The candidate will be engaged in the business and will show this through building relationships, seeking to self-improve and taking an interest in the future direction of Triple Point.

Key Responsibilities

• Making outbound telephone calls to build and maintain relationships with new and existing IFAs.
• Provide point of contact for inbound IFA queries.
• Enhance and develop existing relationships to increase business levels.
• Assist with managing a regional area of clients for Triple Point.
• Provide an exceptional level of customer service.
• Help educate financial advisers and enable them to solve their clients’ needs.
• Design and implement sales and marketing campaigns.
• Develop skills to manage the whole sales cycle from first contact to closing the.
• Efficiently manage your work load in a fast paced environment.
• Monitoring and Maintain the contact inbox from clients.
• Generating activity and booking meetings for relevant Field based Business Development Managers.
• Create and deliver client specific illustrations.
• Represent Triple Point at industry conferences/seminars, as requested.
• Chase prospective deals through to application stage and deal with any queries that may arise.
• Provide indicative terms, as required, over the phone and via e-mail to our IFAs.
• Develop Sales skills so that over time you are able to own and manage IFA relationships, hosting meetings on a 1:1 basis.
• Resolve client queries, monitoring the resolution process to keep the client updated to manage expectations.
• Proactively seek ways to improve business processes across all areas to enable BDMs and the internal team to be more efficient.
• Update client information on our CRM system (Salesforce), ensuring that information is accurate for reporting.
• Be an important part of the business development team in driving Triple Point.

Knowledge & Experience

• Make outbound calls to build and maintain strong relationships with new and existing IFAs.
• Act as the primary contact for inbound IFA enquiries.
• Develop existing relationships to grow business volumes.
• Support the management of a regional IFA client base.
• Deliver a consistently high level of customer service.
• Educate financial advisers to help them meet their clients’ needs.
• Support the design and delivery of sales and marketing campaigns.
• Develop end-to-end sales capability from initial contact through to completion.
• Manage workload effectively in a fast-paced environment.
• Monitor and manage the client contact inbox.
• Generate activity and book meetings for Field-based Business Development Managers.
• Create and deliver client-specific illustrations.
• Represent Triple Point at industry events and seminars, as required.
• Progress prospective deals to application stage and handle related queries.
• Provide indicative terms to IFAs by phone and email.
• Build sales capability to independently manage IFA relationships and host 1:1 meetings.
• Resolve client queries, tracking progress and keeping clients informed.
• Identify opportunities to improve processes and increase team efficiency.
• Maintain accurate client records on Salesforce for reporting purposes.
• Play a key role in driving the success of the Business Development team.

Technical/Functional Skills

• Proactive and highly motivated
• Precision and attention to detail
• Excellent interpersonal skills; ability to deal with people at all levels
• Organised, ability to multi-task and prioritise a varied workload
• Team player
• Flexible attitude and willingness to evolve with the business
• Keenness and ability to learn and pick things up
• Integrity and honesty
• Highly numerate with strong academics
• Proactive, highly motivated
• Meets agreed business activity targets in a sustainable manner

Why Join us?

• You’ll join a talented, collaborative team in a connected environment where ideas and initiative are valued.
• Be part of a growing and innovative team
• We offer a competitive salary, a comprehensive benefits package, and genuine opportunities for growth and progression.
• Opportunities for professional development and career progression.

At Triple Point, high performance means living our values every day:

• Stay Curious.
• Be Generous.
• Take Thoughtful Action.
• Pull Together.
• Own It.

In line with our values Stay Curious and Take Thoughtful Action every employee has access to ChatGPT Enterprise and is encouraged to explore how AI and automation can enhance their work.

We see technology as a co-pilot, helping us improve efficiency and insight while keeping decisions grounded in thoughtful human judgement.