Key Responsibilities of the Job
- Keep abreast of market trends, conduct regular market updates and follow-up activities
- Ideate, executing, and optimize marketing campaigns across multiple channels including events, email campaigns, attending networking events, and contacting digital campaign participators to generate leads and grow the business.
- Be responsible for the EDM email mailshots and execute a social media strategy including videos and posts and keep up to date with algorithmic changes.
- Generate and record list of prospects via people networking, running events, telemarketing, and LinkedIn Sales Navigator
- Engage and cultivate long-term working relationships with clients and business prospects via telephone, email and attending client events.
- Update and document all contact from clients onto the CRM System.
- Maintaining accurate records of meetings, decisions, and next actions
- Provide administrative support for documentation of new and existing business
- Work closely with the internal SJP departments
- Ensure diary management is well organised
- Undertake appointment making
- Issue review letters following meetings with existing clients and follow up with marketing activities and client referral campaigns
- Ensure administration and filing is kept in order and up to date for clients
- Liaise with clients on the telephone (clarifying information only or communicating advice that has been obtained from the adviser)
- Prepare letters and emails to clients, always maintaining an awareness of Compliance standards.
- Communicate effectively with all teams and staff members for updates and liaise with necessary teams for help and guidance if required.
- Build and manage client relationships and expectations
- Assist in any ad-hoc duties assigned.
Knowledge and Skills needed to perform the role
- Proficient in using IT systems and applications, with good working experience using MS Office (Outlook, Word and Excel as a minimum), CRM and or a workflow system such as Salesforce and SJP internal systems
- Business development and sales skills
- Good problem solving skills
- Highly results-driven, enthusiastic, and self-motivated individual with strong time management skills and must be able to work under pressure.
- Excellent interpersonal and communication skills and able to engage internal and external stakeholders of all levels with assertiveness.
- Good negotiating and conflict resolution skills
- Excellent customer service skills – professional telephone manner, sound knowledge of the English language so you are producing the most professional and accurate paperwork.
- Strong organisational skills with an eye for detail and data.
- Good level of numeracy
- Detailed knowledge of client base and an overall knowledge of other client accounts.
- Awareness of other team members roles and how they all collaborate and work together. Share knowledge and experience.
The Person
- Takes responsibility and initiative for own workload.
- Is prepared to put their team mates first and appreciates how this adds to the benefit of the whole team.
- Ability to foster strong relationships with the practise members, internal teams and clients and work for best possible outcome.
- Is resilient to be able to adapt to change and challenges as they arise, in collaboration with the team.
- Demonstrate assertiveness and ability to take on and deliver positive and constructive feedback.
- Calm and friendly personality with a ‘can do’ attitude
- A natural people person who is skilled at gaining trust
- Great communicator
- Enthusiastic and be willing to learn, share in success
Key Behaviours
- Build Relationships
Be easy to connect with to grow and develop long and trusted relationships. Put others first, be responsive, caring and honest, and put others at the heart of everything you do.
- Be Responsible
To do an amazing job. Take ownership, manage expectations, lead by example, putting actions right when you need to, whilst learning from mistakes. Be helpful to others and always give back.
- Be Amazing
Always set out to do your best. Be brave and bold, have imagination and creativity to bring solutions and not problems. Sustain a high level of performance and inspire others around you to be the best versions of themselves.
