Job Description
Job Description
This exciting and hugely visible business development role - to fully own and lead on new business sales into the growing and consolidating space within the financial advice and wealth management market. Focused on highly strategic and consultative sales you will multi-thread your opportunities to ensure a wide range of stakeholders at each wealth firm are totally engaged and bought in to any sale. Dynamic Planner sells value – time, compliance, and a transformative customer experience. You will focus on the timeliness of each of your sales and ensure that every opportunity flows effectively through the pipeline to the point of closure. You will also be focused on generating opportunities, whether that be through working alongside Marketing or through your own networking and lead generation.
· Hit and exceed growth targets of large adviser and wealth manager license ...
This exciting and hugely visible business development role - to fully own and lead on new business sales into the growing and consolidating space within the financial advice and wealth management market. Focused on highly strategic and consultative sales you will multi-thread your opportunities to ensure a wide range of stakeholders at each wealth firm are totally engaged and bought in to any sale. Dynamic Planner sells value – time, compliance, and a transformative customer experience. You will focus on the timeliness of each of your sales and ensure that every opportunity flows effectively through the pipeline to the point of closure. You will also be focused on generating opportunities, whether that be through working alongside Marketing or through your own networking and lead generation.
· Hit and exceed growth targets of large adviser and wealth manager license ...
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