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- Proactive
- Inbound enquiries
- Strong commission structure
- Manage and respond to a high volume of inbound enquiries in a timely and professional manner.
- Build and maintain strong relationships with IFAs, providing them with expert advice and support.
- Proactively identify opportunities to drive business growth and develop new client relationships.
- Conduct client meetings both face-to-face, over the phone, and virtually to present solutions and drive engagement.
- Demonstrate initiative in managing your pipeline, ensuring a structured and strategic approach to business development.
- Collaborate with internal teams to ensure seamless client experiences and contribute to the overall success of the business.
- Stay up to date with industry trends and competitor activity to identify potential opportunities and challenges.
- Proven experience in a business development or sales role within Financial Services, ideally within a Fintech environment.
- Strong understanding of working with IFAs and the ability to build lasting relationships.
- Excellent communication and interpersonal skills, with the ability to engage clients at all levels.
- A self-starter with a proactive and results-driven approach to work.
- Confidence in managing client interactions across various channels including face-to-face, phone, and virtual meetings.
- Strong organisational skills and the ability to manage multiple priorities effectively.
- Proficiency in CRM systems and digital tools to track and manage client interactions.
