Regional Sales Executive
Core
Generate leads and opportunities for a boutique Asset Manager by targeting IFA prospects and existing clients in the North of England, Scotland, and the Isle of Man to drive fund flows.
Role type
Regional Sales Executive (UK Distribution)
Builds
Bespoke sales and marketing campaigns for the UK adviser and third-party distribution market
Domain
Asset Management / Financial Services
Deliverable
client delivery
Required skills
prospecting, telephone sales, campaign planning, stakeholder engagement, Salesforce proficiency, market analysis
Preferred skills
intermediary sales process knowledge, pension/investment/protection product knowledge, platform knowledge, IMC qualification
Responsibilities
prospect and develop target accounts by phone and in person, maintain contact with advisers to understand business needs, plan and deliver sales campaigns, manage adviser queries, record activity on Salesforce
Seniority
Individual Contributor