- Develop prospects from current commercial and potential clients, referral leads, or business from trade meetings and networking events. - Contact prospective clients to present information and explain available services. - Determine clients’ financial services needs then prepare and present proposals to provide services that address these needs. - Prepare forms or agreements to assist as intermediaries in providing a range of solutions. - Review business trends to advise clients regarding expected fluctuations. - Report and meet with Line Manager to review performance.
- Basic admin including the management of client data spreadsheets. - Day to day training and advice for BDMs - Working with management to introduce new creative strategies to build prospect pipelines.
- Achieve business targets with regards to appointment making, and database management including a minimum appointment rate of 5 new appointments per week. - Comply with the company handbook and all other relevant notices issued by the Company.