Sales Development Associate - eFinancialCareers - #2110471

eFinancialCareers


Date: 2 days ago
City: London
Contract type: Full time
Work schedule: Full day
eFinancialCareers

Sales Development AssociateLondon | Investment Management | Fast Track Your Sales Career

Looking for a career rather than just another sales job?

We're looking for ambitious, commercially-minded individuals who thrive on building relationships, opening doors and creating opportunities. If you're naturally competitive, enjoy speaking to people and want to develop a successful career within investment management, this could be the opportunity you've been looking for.

This isn't a call centre role. It's an opportunity to learn from some of the UK's most successful business development professionals while building your own network across the financial adviser community.

You'll work alongside experienced Business Development Managers, helping to generate new business opportunities whilst developing the skills needed to become a leading sales professional in financial services.

What You'll Be Doing

You'll be at the heart of the sales team, helping drive new business growth by:

  1. Building relationships with financial advisers across the UK
  2. Identifying and qualifying new business opportunities
  3. Following up inbound enquiries and marketing campaigns
  4. Proactively contacting advisers to generate meetings for the regional sales teams
  5. Supporting Business Development Managers throughout the sales process
  6. Attending adviser meetings (both face-to-face and virtually)
  7. Learning how to manage a professional sales pipeline using CRM systems
  8. Working closely with Marketing, Operations and Compliance to deliver an exceptional client experience
  9. Becoming an expert in tax-efficient investment and estate planning solutions

Every conversation you have has the potential to create new business.

What We're Looking For

We're interested in attitude just as much as experience.

You'll be someone who is:

  1. Naturally confident and enjoys speaking with people
  2. Highly ambitious and driven by success
  3. Competitive, resilient and motivated by targets
  4. Curious, coachable and eager to learn
  5. Organised with excellent communication skills
  6. Looking to build a long-term career rather than simply finding another job
Ideally You'll Have
  1. Some commercial or sales experience (B2B, recruitment, financial services, SaaS, telesales or similar)
  2. An interest in investments, wealth management or financial markets
  3. A desire to work towards professional qualifications (CII/CISI)
Why Join Us?

This is an outstanding opportunity to join one of the UK's leading specialist investment managers and learn from an experienced, high-performing sales team.

You'll receive:

  1. Structured training and ongoing mentoring
  2. Exposure to senior sales professionals and key industry contacts
  3. A clear progression pathway into Business Development
  4. Professional financial services qualifications fully supported
  5. The opportunity to build a long-term career within investment management
  6. A collaborative, supportive and high-performance culture
Who Will Thrive Here?

This role is perfect for someone who wants to accelerate their career.

Whether you've worked in recruitment, graduate sales, financial services, business development or another client-facing commercial role, if you're hungry to succeed, enjoy winning new business and are prepared to work hard, we'd love to hear from you.

If you're ambitious, resilient and want to build a successful career in investment sales, apply today.

How to apply

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