• Researching potential new leads and keeping on top of developments in the industry
  • Contacting prospective clients through a variety of mediums – this could include reaching out on social media, phoning, emailing or meeting in person.
  • Working with other teams and colleagues to help align offerings with the needs of clients.
  • Keeping on top of administrative tasks – such as updating CRM (customer relationship management) systems
  • Holding presentations and demonstrations for potential clients
  • Communicating with and informing existing clients in a way that supports an ongoing relationship.
  • Hard working, diligent, and creative with excellent communication skills.
  • Really loves communicating and has lots of energy. People buy from people they like and trust, so this is super important.
  • A naturally consultative approach and the ability to be inquisitive and ask questions.
  • Good attention to detail.
  • Active listener, able to take time to understand the client’s individuals needs and then tailor our offering to their circumstances.
  • Able to balance a varied workload and use initiative to complete tasks and identify issues.
  • An understanding of customer service and client acquisition.
  • An understanding of sales strategies would be desirable but not essential.
  • Exceptional communication skills.
  • Sales, business or marketing qualification.