- 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
- 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
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Regional Sales Executive - West Midlands, United Kingdom - The FISER Group
Description
Job Description
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:
Requirements:
For more information on this role, please apply here or email Chris at
