Responsibilities
- Proactively gain an excellent understanding of RFA product knowledge and the USP areas attributed to the firm.
- Target decision makers including VP and C-level professionals, within the Financial Service Industry (Asset Management, Hedge Funds, Fund to Funds, Trading & Brokerage).
- Source new sales opportunities through various methods such as (but not limited to) Social Media, Email, telephony, networking. Research accounts, identify key players and identify the prospective client need for the services and products they are interested in.
- Introduce RFA managed services to new prospects within assigned territory.
- Team with channel partners to build pipeline through referrals.
- Maintain Client database entering all relevant information on a daily basis including new sales opportunities
- Help plan and create sales presentations, effectively demonstrating RFA’s ability to provide value-added solutions-based strategies; clearly articulate RFA’s ability to resolve Client issues
- Monitor market conditions, IT innovations, competitors' services, prices, and sales.
- Route qualified opportunities to the appropriate sales managers for further development and closure.
- Track activity, prepare and maintain records for sales leads and account status in company’s centralized CRM system.
- Maintain sales managers’ calendars with upcoming client appointments and conference attendance.
- Create and maintain Microsoft Excel files for monthly data summary reports. Update formulas, tables, macros, etc. to analyze data.
- Attend relevant network events to increase visibility of RFA offerings by networking with prospects in person.
- Assist marketing department with any relevant marketing campaigns to be promoted with prospective clients.
- Learn and understand the target sector in order to assist with networking and RFA promotional activities.
- Close sales and achieve quarterly quotas.
Qualifications
- Bachelor’s degree in Business Administration, Marketing, or equivalent level of hands-on experience.
- Must have 3+ years of customer service.
- Experience within a junior sales position, focussed on lead generation would be very beneficial
- Impeccable communication skills (Strong Verbal and Written Communication skills) with executive management.
- Able to adapt to different situations in an ongoing fast paced environment.
- Analytical and detail oriented mindset.
- Open to working additional hours as needed.
- Knowledgeable and experienced in MS Office Suite (Word, Excel, PowerPoint, Outlook).
- Self-starter who is able to manage projects and executes the tasks being assigned.
- Exhibit a high-level of professionalism and sound judgment.
- Sales Methodology experience (advantageous)
- Proposal writing experience and skills (advantageous)
- Excellent telephone skills.
- High degree of accuracy.
- Demonstrated ability to prioritise actions
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