Sales Agent (15246155/001) London, England
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This Global Investment Management Corporation is looking for a Sales Agent to Work with the UK regional sales team under the guidance of the Head of regional sales and the retail central strategy team to sell unit and investment trusts into discretionary and advisory clients
Responsibilities include but are not limited to:
• Meet KPIs, to be determined, based on key numerical target for calls made. Success will be measured in a qualitative fashion by observing client engagement, sales and market share.
• Effective time management will be key to achieving KPIs. The ability to demonstrate a strategic approach to meeting this aim will be a key requirement. Our view is that this client segment are most likely buyers of Multi-Asset products, so much of the central strategy will revolve around this.
• Segment the bank of circa 6500 client firms as quickly as possible.
• Generated leads via our digital platforms
• Forming a good rapport with clients will be imperative
The successful candidate is likely to have:
• Ideally working towards or completed level one CFA or IMC
• Quantitative educational background (ideally a degree in Economics, Maths etc)
• Client facing experience / experience in a sales role
• Financial Services experience
If you are interested in the role and feel you are suitable please submit your CV.
Responsibilities include but are not limited to:
• Meet KPIs, to be determined, based on key numerical target for calls made. Success will be measured in a qualitative fashion by observing client engagement, sales and market share.
• Effective time management will be key to achieving KPIs. The ability to demonstrate a strategic approach to meeting this aim will be a key requirement. Our view is that this client segment are most likely buyers of Multi-Asset products, so much of the central strategy will revolve around this.
• Segment the bank of circa 6500 client firms as quickly as possible.
• Generated leads via our digital platforms
• Forming a good rapport with clients will be imperative
The successful candidate is likely to have:
• Ideally working towards or completed level one CFA or IMC
• Quantitative educational background (ideally a degree in Economics, Maths etc)
• Client facing experience / experience in a sales role
• Financial Services experience
If you are interested in the role and feel you are suitable please submit your CV.