We are currently recruiting for a well-established player in the financial industry, who specialises in providing a wide array 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