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Working with a leading investment management firm who are seeking a driven and results-oriented Business Development Executive to generate income and build strong adviser relationships across a portfolio of retail investment products. This is a dynamic role for a confident sales professional who thrives on exceeding targets and developing long-term partnerships.
Key Responsibilities
- Achieve and exceed annual income/inflow targets across the retail product range.
- Promote products to financial advisers within assigned regions, targeting new, existing, and lapsed contacts.
- Sell across the full product range, focusing on strategic priorities as they arise.
- Take ownership of adviser relationships, including paraplanners, administrators, and key decision-makers.
- Use multiple channels – phone, email, online meetings – to engage advisers and enhance technical understanding.
- Schedule and attend high-quality meetings with advisers and support regional events.
- Manage and convert a strong sales pipeline, ensuring efficient application and investment processes.
- Work with senior colleagues to develop and execute regional growth strategies.
- Leverage data and market insights to identify high-value opportunities.
- Use allocated budgets to create new business opportunities via presentations, recognition, and hospitality.
- Collaborate with strategic partners and identify large regional accounts for growth.
- Maintain and develop your own knowledge and skills through continuous professional development.
- Share best practices with colleagues and contribute to wider business initiatives.
About You
- Proven sales success with a minimum of 18 months in a sales-focused role.
- Financial Services experience preferred but not essential – transferable sales experience welcomed (previous hires have come from Mortgage Brokers, finance and car sales positions).
- Strong commercial awareness and relationship-building skills.
- Excellent communication skills across phone, email, and virtual channels.
- Highly organised, target-driven, and confident working independently.
- Able to legally work in the country where the role is based.
What’s on Offer
- Competitive salary plus performance-based bonus.
- Opportunities for professional development and industry qualifications.
- Supportive and collaborative working environment.
- Autonomy to manage your own territory and drive your success.
If you’re a motivated sales professional looking for the next step in your career, apply now and help shape the future growth of our regional presence.
