Our client focuses on two principal areas of investment expertise: outcome-based, multi-asset investment and single-strategy, active investment e.g., UK, European, US and global equity funds and they are seeking an Internal Sales Executive to develop telephone-based relationships with prospective and existing financial services intermediaries (predominantly Financial Advisers and Wealth Managers) and secure business across of the company’s product range.
This role is offered on a hybrid working arrangement – minimum of three days in the office each week.
Roles & 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.
- Attend conferences, regional events and host meetings as required to promote the company’s product range.
- Maintain and develop relationships with financial services intermediaries (predominantly Financial Advisers - both Directly Regulated and Appointed Representatives, and Wealth Managers).
- Answer technical queries from financial intermediaries on the company’s product range.
- 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.
Experience & Qualifications
The successful candidate will:
- 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.
Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feedback on all applications; only successful candidates will be contacted.