Case Study

The need

An international Financial Services organisation had decided to set up a new division to market Stakeholders Pensions in the UK predominately to small and medium size businesses.

Our client needed to recruit and train a large number of Sales Presenters and Sales Managers to launch their offering in the marketplace.

We were asked to work with the Head of Division and his Management Team to design a Recruitment Strategy including attraction and selection.

To project manage the execution of the strategy.

The First Phrase of Presenters was required very quickly.

To ensure a balance of internal and external appointments, as our client did not want to harm existing distribution channels.

What we did 

We designed a Resourcing Strategy based on client needs

We Undertook attraction to generate candidates

We designed assessment processes for both Sales Management and Presenter roles.

We took  account of internal and external candidates needs and experience

We held Assessments centres across the UK

We provided all the resources to achieve the plan

What we achieved

Sales management team in place as required

First  phase of Sales Presenters were recruited and trained in time for launch.

All work was carried out within the budget and to agreed timescales

Best Practice

Working in partnership with Line Management and the HR department ensured success.