Retention Executive
Core
Business Development Manager supporting financial advisers through estates and probate processes to retain funds under management and generate new business.
Role type
Business Development Manager (Financial Services)
Builds
Bespoke client experiences and executor case management for financial advisers
Domain
Financial Services / Wealth Management / Estate Planning
Deliverable
client delivery
Required skills
lead generation, relationship management, outbound calling, KPI ownership, product demonstration, data pipeline management, market regulation knowledge
Preferred skills
sales experience, complex problem simplification, self-motivation, customer obsession, articulate communication
Responsibilities
Develop and maintain relationships with financial advisers, work towards quarterly targets to retain assets under management, complete outbound calls and manage executor cases, conduct meetings to present products, maintain a well-organized pipeline using data and insights, work closely with internal and external sales managers
Seniority
Individual Contributor, mid-level sales role