Internal Sales Representative

2 weeks ago

London, Greater London, United Kingdom Meredith Brown Associates Full time

Job Summary

Meredith Brown Associates is seeking a highly motivated and experienced Internal Sales Representative to join our team. As an Internal Sales Representative, you will play a critical role in driving business growth and revenue through proactive sales and marketing efforts.

Key Responsibilities

  • To achieve new business objectives as defined by the Head of Internal Sales & Client Service, in conjunction with team-wide objectives set by Global Head of Distribution.
  • To achieve KPIs in relation to number of pro-active calls and other points of contact promoting the company's product range.
  • To arrange an agreed number of face-to-face meetings around events.
  • To maintain accurate records of activity on the CRM system.
  • To work alongside the Regional Sales Director and Regional Sales Manager(s) in the assigned region with the objective of securing net asset flows from new and existing supporters as well as increasing the supporter base and assist with asset retention.

Requirements

  • Preferably be Level 3 qualified, or above, or have another industry-recognised qualification.
  • Significant experience working in a sales-based role in an asset management company, selling to financial intermediaries such as Financial Advisers and Wealth Managers.
  • A strong working knowledge of different products, not limited to open-ended and closed-ended funds and model portfolios.
  • A strong knowledge of investment products and financial markets and the ability to apply this knowledge effectively to communications when promoting equities, fixed income, absolute return and multi asset funds/trusts, alongside model portfolio services.
  • A solid understanding of Compliance frameworks.

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