Internal Sales Executive
SKILLS
FULL DESCRIPTION
Summary
The Internal Sales Executive will promote [Employer hidden — view at passion-project.co.uk] products through proactive calls, meetings, and events, develop relationships with financial intermediaries, and answer queries. They will collaborate with the regional sales director to secure asset flows and support internal sales initiatives.
Key Responsibilities:
- Achieve new business objectives.
- Achieve KPIs related to proactive calls and other contacts.
- Arrange face-to-face meetings.
- Maintain accurate records on CRM system.
Key Qualifications:
- Experience in sales in asset management.
- Knowledge of investment products and financial markets.
- Strong communication skills.
- High degree of IT literacy & MS Office applications.
Job Description
Key responsibilities
Responsibility Associated Tasks / Deliverables
Monthly Objectives
• To achieve new business objectives as defined by the Head of Internal Sales & Client Service, in conjunction with team-wide objectives set by Global Head of Distribution.
• To achieve KPIs in relation to number of pro-active calls and other points of contact promoting the [Employer hidden] product range, as directed.
• To arrange an agreed number of face-to-face meetings around events if attending.
• To maintain accurate records of activity on the CRM system.
Sales
• Attend conferences, regional events and host meetings as required to promote the [Employer hidden] product range, as directed.
• Maintain and develop relationships with financial services intermediaries (predominantly Financial Advisers - both Directly Regulated and Appointed Representatives, and Wealth Managers).
Technical Knowledge
• Answer technical queries from financial intermediaries on the [Employer hidden] product range and other services provided by [Employer hidden];
• Develop and maintain strong technical knowledge of relevant [Employer hidden] products to aid proactive prospecting and to handle reactive sales enquiries.
Sales Team
• To work alongside the Regional Sales Director and Regional Sales Manager(s) in the assigned region with the objective of securing net asset flows from new and existing supporters as well as increasing the supporter base and assist with asset retention.
• To provide support within the Internal Sales Executive group, as required.
• Be an active participant in internal sales meetings and contribute where appropriate to increase knowledge, share objection handling challenges for personal development and to aid the development of others.
Individual Conduct
• Act with integrity.
• Act with due care, skill and diligence.
• Be open and co-operative with the FCA.
• Pay due regard to the interests of customers and treat them fairly.
• Observe proper standards of market conduct.
• Act to deliver good outcomes to retail customers.
Other
• Any other responsibilities as required from time to time.
Education, experience, skills & abilities
Education / Professional • Preferably Level 3 qualified, or above, or other industry-
Qualification recognised qualification.
Experience / Knowledge
• Significant experience working in a sales-based role in an asset management company, selling to financial intermediaries such as Financial Advisers and Wealth Managers.
• A strong working knowledge of different products, not limited to open-ended and closed-ended funds and model portfolios,
• A strong knowledge of investment products and financial markets and the ability to apply this knowledge effectively to communications when promoting equities, fixed income, absolute return and multi asset funds/trusts, alongside model portfolio services.
• A solid understanding of Compliance frameworks.
Competencies / Skills
• High degree of IT literacy & MS Office applications.
• Very strong mathematical, analytical and numeracy skills
• Ability to communicate clearly and effectively – both written and verbally.
• Strong interpersonal and influencing skills.
• Ability to plan own workload effectively as well as strong organisational and planning skills.
• Detail oriented with a structured approach to tasks.
• Understanding of regulatory environment.
• Advanced Microsoft Excel capabilities.
Characteristics
• Ability to work under pressure and adhere to timescales.
• Ability to work in a team but with a high level of work autonomy.
• A diplomatic & respectful manner when dealing with colleagues, senior management and third parties; listens carefully and deploys sensitive presentation and influencing skills to establish credibility.
• Maintains absolute integrity and confidentiality; is trustworthy, honest, credible and reliable.
• Consistently adopts a professional manner.