Business Development Associate
2 days ago
Sydney CBD
- Global world renowned firm
- Clear progression and excellent stability
**Sales Executive Associate**
**Role overview**
**Responsibilities**
**Adviser servicing**
- Support general sales activities in the PODs (service lower segment advisers) so focus is on the bigger opportunities
- Preparing sales presentations
- Co-ordinating platform-based queries or escalation (as PI and Super AUM grows with portal) with adviser services
- Chasing information to answer adviser queries
- Escalating queries with Adviser services
***
- Maintain a master document with templated common product theme content for SE use
**Sales Development**
**Sales lead support**
- Scripted prospecting from regional contact lists provided by the RM or sales executives
- Practice background research/ fact finding
- Assisting with meeting preparation and sale pitches, agendas, practice summary and key areas of interest
- Book appointments (post event or campaign leads, general enquiries) and re-book cancelled meetings
***
**Regional Campaign Co-ordination**
- Liaise with Marketing for content & compliance approvals
- Manage targeted adviser lists for calls and contact
- Monitoring marketing leads response activity
**Regional event management (end to end) to support the delivery of workshops, seminars and round tables.**
- Administration -logistics, client lists, adviser invitations/ event registration management (Events Air system)
- Event Presentation (preparation or updating) support
- Product based content and flyers, merchandise for event
- Follow up appointments post event to book meetings in SE’s diaries
- CPD certificates
If interested, please send your resumé and a cover letter detailing your interest in the position.
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