Sales & Business Development Executive - Financial Services

Are you an experienced business development professional with financial services experience, looking for a sales role with greater autonomy to development new business for a well-respected financial services organisation?

Due to continued success in providing advice to HNW clients, this successful financial planning practice requires a professional and proactive business development / sales and marketing individual to support to the Financial Advisers and Directors, by identifying and cultivating new business opportunities.

You will a strong track record of business development and revenue generation and a good understanding of financial services.

Duties for this role will include:

• Prepare and present sales reports, forecasts, and performance metrics to senior management.
• Identify and pursue new business opportunities by developing professional connections and fostering relationships with prospective clients. A 'hands on’ approach is a must for this role.
• Set the example for, and work closely with, our adviser team when implementing marketing and sales strategies.
• Collaborate with our marketing, product development, and compliance teams to ensure cohesive and effective marketing and sales.
• Maintain and enhance relationships with existing clients, ensuring high levels of customer satisfaction and retention.

You:

• Proven experience of developing and executing marketing strategies within the financial services sector.
• Proficient in developing and working with professional connections.
• Strong understanding of financial products and services, including investments, pensions, and insurance.
• Excellent leadership and team management skills.

This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.

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