Investment Sales
3 weeks ago
Package - £35k - £45k base + £25k - £30k Bonus (First Year)
A phenomenal opportunity to join a top investment firm in their business development team. No previous financial services experience is necessary but an exceptional track record in sales from any industry.
You will receive fantastic training and unrivalled career prospects from a company that has one of the best working environments in the city.
No previous financial services experience is needed but you must be a highly motivated, articulate, passionate person who would thrive whilst working in a fast-paced sales team.
The team is expanding rapidly and they aim to provide a level of technical expertise, commercial support and personal service that is unrivalled in the financial services industry.
The Role
- Educating Financial Advisers on the fund range and why they would appeal as a potential investment for their clients
- Working with an External BDM to build and deliver the business plan for your region
- Management and development of existing Adviser / IFA relationships
- Building client base
- Point of contact for all inbound Financial Advisers queries
- Provide an exceptional level of customer service
- Implement new sales and marketing campaigns
- Help educate financial advisers and empower them to solve their clients’ needs
- Mentoring and training
- Arrange adviser meetings for External BDMs and where required perform meetings yourself
- Provide product feedback and identify needs of advisers’
- Aid flow of information from Business Line and Product Managers to advisers
- Improve internal systems to ensure the team works in an efficient way
- Presentations to Advisors
- Attend and support IFA and industry conferences/seminars, as requested
- Contribute to virtual product teams as product expert or deputy expert
- Constantly improve product and industry knowledge
Experience / Qualifications
- 2 years sales experience as a minimum from any industry
- A proven track record of delivering on sales targets
- Passionate about delivering excellent customer service
- You will be target driven and own your own KPIs
- You would have built sales skills which would allow you to build a business plan quickly and show results
- Resilience you have built up in your career will be evident from your past achievements
- You will be a great listener and know when to ask what questions at what time
- You will be collaborate, working effectively with the people around you and as a team
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