Job description
Role Summary
Overall objective to support with the upskilling of branches to drive FX performance. This is a field-based role driving performance of KPIs to support the branch and division in achieving its profit target
Key Responsibilities
1. Interrogation of MI to identify key branches and areas of focus
2. Support all Foreign Exchange consultants throughout training induction period and ensure upon completion of training FX Consultants are achieving KPIs and standards in role
3. Identifying regional/divisional focus groups to improve current results. Creation & delivery of focus groups, training and conference calls
4. Lead and facilitate training sessions across in-person and virtual platforms
5. Some joint visits with RSM’s to enhance FX knowledge
6. Lead and contribute to RSM/BM meetings through attendance and delivery
7. Coaching with bureau team and in branch training
8. Coach, support and review with FX cross sell
9. Branch visits to be fully documented with outputs shared with all stakeholders
10. Support area with business development opportunities including schools/students/large employers
11. Collaborative working with training team, full joined up approach ensuring field sales support compliments and follows up with training team activity
12. Support, coach and champion opportunities for cross sell from FX transactions, including ancillary sales/travel insurance to support the company profit growth
Competencies Required
13. Field sales experience, used to working remotely with flexibility to suit the needs of the business
14. Proven track record in achieving regional sales targets, ideally within the FX market
15. Advanced interpersonal skills, with a proven successful track record in
Training & coaching
16. Managing field/remote working priorities
17. Highly organised, able to manage workload and needs of the business
18. Proficient in the Microsoft Office suite
Qualifications / Experience Required
19. Experience and in-depth knowledge of working within Foreign Exchange industry
20. Track record of driving FX sales
General
21. This role is working will be supporting circa 80-100 branches
22. It is expected this role is on the road an overnights should be expected