Back to search
Our client is a rapidly growing Broker founded by an experienced board and senior leadership team who have a proven track record of success and high achievement in financial services.
Job Purpose
The role of the New Business Associate (NBA) is to reach out to customers who have been added to the campaign by telephone, feeding the advisor teams with solid prospects. The NBA will be responsible for building quality relationships with potential customers to enable the business to identify further prospects. This role requires someone who keeps up with trends and opportunities in the market, ensuring that we are proactive and in the right place at the right time.
Knowledge & Skills required
- Proven experience with a similar role
- Strong across industry knowledge of financial services.
- Strong IT skills, with previous experience working on a CRM
- Strong organisational skills with the ability to manage workloads
- Experience working in a sales environment, with knowledge of B2B sales
- Ability to build, nurture and retain strong business relationships
- Ability to identify business needs.
- Ability to identify and prospect new customers, and/or new products to existing customers
