Purpose
To be of part of, and support, the Business Development teams that works to ensure all intermediary sales targets are achieved or exceeded. Removing barriers to maximum sales activity across teams by supporting the team on a wide range of relationship and sales generating tasks. Utilising some of the data and MI resources we have available to help prioritisation and segmentation of activity across teams.
To offer collation, administration and relationship support to Head of BAMs and Head of Business Development in the work that goes into running the team and winning and maintaining intermediary relationships.
Responsibilities
- Taking on varying administration tasks associated with some of 7IM’s largest accounts, potential new business writers and third parties important to our sales strategy.
- Opportunity to meet and work directly.
- To co-ordinate the completion of incomig due diligence documents, large questionnaires on with counterparts at some of these firms
- Support for the BAM and BDM Teams to free up their capacity
- Owner of various MI pieces that can be utilised in sales efforts
- Support on CRM and CRM data gathering.
- Support on Finscape, Financial Clarity and other Market Intelligence MI.
- Support with sales focused meetings.
- Co-ordination of incoming DDQs that are, or have potential for, revenue generation for 7IM.
- While not directly interacting with customers, your actions should align with upholding the FCA's Consumer Duty principles, thereby contributing to fair and beneficial outcomes for our clients.