●Support your designated team generally with both client facing and administrative duties.
●Identify and establish relationships with investment bankers through prospecting and marketing leads for new accounts
and expansion of contacts within existing accounts.
●Meet or exceed set Key Performance Indicators (KPI’s), for example on number of calls and meetings and other sales based activities.
●Identifies the need for, and collects, information to better understand client issues and problems.
●Uses LinkedIn Sales Navigator to locate new Advisory professionals and builds on these contacts to create business relationships.
●Deliver the company’s value proposition in the field, phone meetings and WebEx. Employs value based conversations to arrive at a highly differentiated solution.
●Engages customers in “unscripted” dialogue that focuses on addressing the customer’s problems.
●Articulates the value solutions can solve, leveraging the strength of the company’s brand, scale, and market position to place the company at a competitive advantage.
●Build and maintain strong sales pipeline and forecast, through discovery calls and meetings.
●Manage all information in our Salesforce.com CRM system related to the account(s).