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Regional Sales Executive

4 months ago

Manchester, United Kingdom Bruin Full time
Ref: 37600We are currently recruiting for a well-established player in the financial industry, who specialises in providing a wide of investment products and services. Known for their dependable returns and steadfast dedication to responsible and sustainable investing, this business offers a complete set of customised investment solutions. With a global presence and a strong grasp of risk management, it serves as a reliable partner for those looking to grow and safeguard their wealth.

They are currently seeking a Regional Sales Executive to sit in their Wholesale distribution business unit to cover the Midlands and North of England territories. In this role, you will play a pivotal role in building and nurturing key relationships within this market segment, driving revenue growth, and ensuring unparalleled client satisfaction.

Key Responsibilities:
  • Achieve or surpass sales performance targets, driving revenue through compliant product distribution
  • Construct a proactive engagement plan for a book of IFA clients in the geographical region
  • Secure client sales leads for the regional field sales team, scheduling appointments and facilitating event attendance
  • Serve as the primary relationship manager for your book of clients, attending meetings and events as necessary
  • Collaborate with the field salesperson and the sales support team to identify and nurture prospects and leads
  • Stay updated on competitors and market trends, including these insights into the sales strategy
  • Ensure a continued comprehensive understanding of the firm’s product range

Requirements:
  • Understanding of the investment management landscape and financial products
  • Prior experience in a similar, office based business development/telephone based role
  • Experience with CRM systems (e.g., Salesforce), and market data tools is advantageous
  • Strong communication skills and a confident telephone manner
  • Strong organisational skills with the ability to manage workflow and contact calendar efficiently

For more information on this role, please apply here or email Chris at Christopher.rolfe@bruinfinancial.com Bruin recognises the positive value of diversity, and aims to promote equality and challenge unfair discrimination. As a champion of equal opportunity employment we welcome applications from all suitably qualified persons - men and women, people of all ages, sexual orientations, nationalities, religions and beliefs. We particularly encourage applications from women, disabled, and Black, Asian and minority ethnic candidates as these groups are underrepresented throughout the financial services industry. Our clients work with us because they value a diverse workforce, and subscribe to our shared principle that all appointments are made on merit and that ability to perform the job will be the primary consideration.