Sales Support - Built for Brokers

At Quest Retirement Solutions our mission is simple: to be the service leader in the self-directed pensions market.

To help us get there, we have developed a new Sales Support function - a team dedicated entirely to assisting our nationwide panel of financial brokers with new business–related queries.

What is Sales Support?

Sales Support is here to make doing business with us easier, faster, and more transparent. It’s a dedicated function that works alongside our Business Development Managers (BDMs) and New Business team to ensure your queries are always answered promptly.

Here is what you can expect:

Potential New Business Management

  • Support with pricing and application process queries
  • Reviewing investment opportunities for both in specie transfers and potential new investments
  • “What if” scenarios and technical guidance for proposed cases

New Agency Set-up

  • Handling the set-up of new agencies quickly and smoothly

Pipeline Management of New Business Cases

  • Monitoring new applications once submitted
  • Tracking progress and proactively engaging with you and your BDM where delays occur
  • Working hand-in-hand with our New Business team to ensure new applications are processed as efficiently as possible

Dedicated Point of Contact

  • A single point of contact for all sales/new business queries if your BDM is unavailable
  • Consistent support through the Sales Support mailbox

What does Sales Support mean for you?

  • A dedicated contact for new business queries meaning faster turnaround on queries
  • Less administration burden on queries
  • Clarity and confidence when working on new client cases
  • Streamlined communication
  • A stronger partnership with Quest as we continue to raise the standard of service in our market
 
Our mission is to make it easier than ever for you to deliver the best possible outcomes for your clients. Our new Sales Support Team is here to provide a dedicated point of contact for all new business-related queries, so you can focus on what matters most: serving your clients. Contact the team using the email address below.

To contact Sales Support

Choose from one of the following options:

Please note that the provision of this product or service by Quest Retirement Solutions Ltd does not require licensing, authorisation or registration by the Central Bank and, as a result, it is not covered by the Central Bank’s requirements designed to protect consumers or by a statutory compensation scheme.