Regional Sales Executive

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:
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

Requirements:
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

For more information on this role, please apply here or email Chris at [email protected]