Investment Sales / Fund Sales / Business Development / Asset Management / Impact Investor / Private Equity
Top Asset Management Company (Impact Investing)
£30k - £40k Base + £18k - £25k Bonus (First year)
The Company
A highly entrepreneurial asset management company with a passion for impact investing, bringing retail investment funds to the Adviser / IFA market.
The Role
* Generate inflows/income from the company’s retail investment products
* Deliver performance against objectives set at start of each half-year period
* Contact advisors (IFAs) within specified postcodes and/or firms to promote investment product range
* Sell across the product range with reference to areas of strategic focus/importance as they arise throughout the year
* Target new, existing and lapsed supporters for inflow growth in all areas of the product range as appropriate
* Take ownership of specific relationships within the region. These will include, but need not be limited to, paraplanners, admin staff and/or specific advisors / firms within the region
* Advisor contact should include, but not be limited to, telephone, email and WebEx activity
* Help develop adviser technical understanding including generic, product specific and client focused information
* Schedule meetings for the Senior BDM’s (targeting weekly face to face activity of 15+ meetings) and telephone/WebEx meetings for yourself
* Update CRM system to reflect activity, pipeline and progress of relationships in the region
* Work with Senior BDM to develop and execute a plan that will deliver above target inflows/income
* Use available data to target advisers, accounts, products and/or areas of the business model as appropriate
* Generate and manage pipeline, with a focus on conversion, and applications, with a focus on efficient allocation of investments
* Make use of regional budget to create new opportunities and develop relationships through presentation, recognition and hospitality events
* Make full use of marketing materials and other resources made available to you
* Work with key strategic partners with a focus on distributors with whom the business has invested in a partner package or has strategic focus
* Identify and develop large regional accounts
* Take steps to maintain and improve own knowledge and skills (including professional qualifications) through a dynamic PDP that reflects areas of focus and improvement. Evidence progress and impact in these areas
* Seek/create innovative solutions to develop region and proposition including new product/proposition proposals and opportunities
* Take on ‘product champion’ responsibilities as directed
* Positive Corporate Citizen – adding measurable value to all internal partnerships and teams as well as impacting positively in the wider business
Skills / Qualifications
* Must have a minimum of 1 years sales experience within a corporate environment
* No previous financial services experience is needed but would be beneficial
* A track record of excellent sales performance
* An entrepreneurial and innovative personality
* Ambitious and driven with a desire to learn and succeed
* Happy to complete industry qualifications within the first year (paid for a supported by the company)