Graduate Entry Level Sales role - Financial Services
Core
Support business development and build relationships with financial advisers and wealth managers to generate new business meetings and convert opportunities.
Role type
Entry-level sales associate (investment management)
Builds
New business meetings and sales opportunities for an investment management firm
Domain
Financial services / Investment management
Deliverable
client delivery
Required skills
outbound calling, relationship building, client service, CRM management, sales lead development, written communication, IT skills
Responsibilities
Make outbound calls to build relationships and generate new business meetings; Support a Field Business Development Manager in developing regional sales opportunities; Respond to adviser enquiries and deliver exceptional client service; Follow up meetings, develop sales leads and help convert opportunities into business; Maintain CRM records and support client meetings, conferences and industry events