The role

Our client is hiring for a regional business development manager (RBDM) who is highly motivated, articulate and will enjoy developing strong working relationships with advisers, professional intermediaries, and colleagues. The objective of the role is to increase business levels across all aspects of the investment proposition primarily through meeting (face to face and or virtually) financial advisers across a specified region.

Primary Job Functions

• Meeting advisers to build, maintain and develop relationships (meetings may be virtual or face to face)
• Representing the companies Investments brand across the tax and fund proposition
• Presenting at adviser events
• Delivering CPD content one to one or in groups
• Outbound telephone calls to maintain relationships or schedule meetings
• Building and developing new relationships with prospective advisory / investment firms
• Becoming a key point of contact for all financial advisers across the region
• Providing an exceptional level of client service
• Working collaboratively with the office-based BDM for the region
• Establishing a joint business plan for the region with the relevant office-based BDM
• Implementing new sales and marketing campaigns for the region
• Hosting regional adviser events
• Helping educate financial advisers to enable them to solve their clients' needs
• Enhance and develop existing relationships to increase business levels
• Proactively follow-up client meetings
• Provide all required support to financial advisers
• Maintain up-to-date records on our Salesforce CRM system
• Use our Salesforce CRM system (data, dashboards and capability) to segment your client base to ensure time is spent targeting and developing the right clients and prospects

Secondary Job Functions

• Constantly seeking new opportunities to develop the business
• Work collaboratively with fellow Regional
• Share best practice and contribute feedback to help with continuous improvement
• Attend and support adviser and industry conferences and other events, as required
• Ensure a good flow of information between colleagues and teams
• Constantly improve product and industry knowledge

Other Job Specific Requirements

• Exceptional sales skills
• Strong and flexible work ethic
• High quality interpersonal skills
• Strong relevant IT knowledge (particularly Microsoft Office, Teams and Zoom)
• High quality well-written communications
• Attention to detail
• Highly organised and able to work alone efficiently and effectively
• Full UK driving licence
• Hold or be working towards industry specific exams as specified from time to time

This is a full time permanant position.

This is a field based role covering Costwolds and South Wales Region.

Please apply online to be considered.