Job Description
We are seeking a driven Senior Business Development Manager to join our team and deliver a market leading sales and service proposition to financial advisers.
The successful candidate will exhibit a strong desire to drive key sales outcomes for the business and possess a high level of energy in building their client panel and managing strong existing relationships.
As a key contributor to our sales team, you will be expected to undertake the full spectrum of distribution activity - from developing genuine relationships with the client base, right through to meticulous follow up, query handling and collating in-depth performance analytics to achieve the best outcomes for the client.
1. Conduct the role as a team-first player.
2. Execute on overall team sales strategy within the financial adviser channel.
3. Adviser panel will include both IFAs and leading advisers within national groups.
4. Meticulous end-to-end sales process execution i.e. prospecting, booking meetings, conducting meetings and all follow-ups.
5. Lead identification, follow-up activity, client profiling and setting up meetings.
6. Maintain and exceed key sales activity targets, which includes calls, meetings and CRM upkeep.
7. Cultivate and manage client relationships by ensuring that we provide exemplary client services to financial advisers.
8. Position investment ideas and portfolio construction principles with clients to demonstrate the benefits of our products in client portfolios.
9. Consistently strive to raise the profile of our company and the investment solutions we provide.
10. Proactively organise seminars/webinars, conferences and PD Day participation.
11. Manage an efficient schedule to be in constant engagement with new and existing clients, coordinate collateral for meetings and presentations.
12. Capture sales activities and track the progress of sales opportunities in CRM, prepare regular management and pipeline reports.
13. Embody a high degree of integrity and always act within compliance of the industry regulations.