The Role

• Proactively prospect and acquire new clients through direct sales
• Develop and implement sales service strategies to achieve sales targets
• Ensure that all new and renewal business, mid-term amendments, and general inquiries are dealt with promptly and professionally.
• Develop and manage new/existing SME accounts
• Manage a portfolio of accounts to achieve long-term success
• Proactive management, supervision, and monitoring of an existing pool of accounts to achieve optimum cross-selling opportunities
• Successfully master all operational challenges in the sales and delivery process for clients
• Own the relationship with individual, small, and medium size clients and ensure great customer journey throughout
• Act as a Deputy for colleagues/Account Executives when they are absent
• Support Account Executives to ensure full compliance with the placement process
• Keep senior team members are advised and informed of changes to information where appropriate.
• Delivery of reliable, high quality and timely reports and documents to support Account Executives
• Keep up with changes in the compliance function and Placement process and report where necessary
• All company and compliance procedures, rules and regulations to be followed and adhered to.

The Requirements

• A minimum of 5 years’ experience in a similar role (experience in the financial industry will be an advantage)
• Proven work experience as a sales account executive
• Excellent communication and negotiation skills