Junior Sales Manager role focused on customer acquisition and relationship management in financial advisory. Join a team with over 40 years of experience in property and financial consultancy.
About the role
- Regional Sales Coach supporting RBC Brewin Dolphin sales teams to enhance sales leadership and effectiveness across client facing teams. Delivering coaching, support, and strategic guidance through sales methodologies and training programs.
Responsibilities
- Deliver messaging from the Adviser Skills & Capabilities programme to regional leaders and translate it into practical coaching actions that improve sales behaviours and results
- Deliver hands on 1:1 and group sales coaching to managers and leaders (“coach the coach”) to assist in strengthening pipeline management, client acquisition, and commercial execution
- Partner with the offices to diagnose sales performance gaps and design targeted coaching and enablement approaches that drive measurable productivity improvements
- Coach leaders through change, growth and sales performance goals, supporting them to lead effective sales conversations and performance management
- Drive consistent, real-world adoption of the sales methodology and Playbook by embedding it into coaching routines, deal reviews and leadership cadences
- Use quantitative and qualitative sales data (e.g. pipeline, conversion, activity metrics) to prioritise the coaching focus and track impact
- Assist managers in supporting new joiners through practical, role-relevant sales onboarding, ensuring early capability in tools, sales methodology, and client conversations
- Deliver applied training and coaching on sales tools and reporting, acting as a point of escalation to remove barriers to sales execution
- Gather frontline sales feedback to refine coaching approaches, share best practices, and respond to emerging trends
- Maintain strong working relationships with RCHs and HOOs, acting as a trusted sales coach and performance partner
- Champion a culture of high-quality sales coaching, accountability, and continuous improvement focused on client outcomes and growth
Requirements
- Strong conflict resolution skills
- Ability to deal with ambiguity
- Strong organisational and time management skills
- Meticulous attention to detail
- Professional experience in the Wealth Management industry
- Ability to maintain regular physical presence within your designated offices; overnight stays and extensive travel required
- Client-facing experience (Nice to Have)
- Level 4 qualification (CISI or CII) (Nice to Have)
- Coaching qualification (Nice to Have)
- Sales management experience (Nice to Have)
- Training experience (Nice to Have)
Benefits
- A comprehensive Total Rewards Program including bonuses and flexible benefits
- Competitive compensation
- Commissions, and stock where applicable
- Leaders who support your development through coaching and managing opportunities
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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