Research and identify potential new business opportunities
Develop and maintain a pipeline of leads through cold calling, networking, and market research
Engage with existing clients to understand their needs and provide tailored solutions
Present and promote financial products and services to clients in a clear and compelling manner
Collaborate with internal teams to ensure the successful onboarding and servicing of clients
Monitor market trends and competitor activities to identify potential areas for growth
Prepare and deliver sales reports and forecasts to management on a regular basis
Meet and exceed sales targets and KPIs set by the company
Proven experience in sales or business development within the finance industry
Strong knowledge of financial products and services
Excellent communication and interpersonal skills
Ability to build and maintain relationships with clients
Proactive and results-driven attitude
Strong organisational and time management skills
Proficiency in Microsoft Office and CRM software
If you are a self-motivated individual with a passion for sales and a desire to drive business growth, we encourage you to apply for this exciting opportunity. Join our dynamic team and help us achieve our goals in the finance industry.
Competitive salary
Annual Incentive Scheme
Life Insurance
Private Medical Cover
22 Days Annual holiday entitlement increasing with annual service + Public Holidays + Birthday Leave
Professional development opportunities
Collaborative and supportive work environment
Monday – Friday | 8:45am – 5:15pm