Business Development Representative

CFRA; Greater London; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A global independent research provider is seeking a Business Development Representative based in Greater London. This hybrid position involves researching and identifying potential clients, driving prospecting campaigns, and showcasing products. Ideal candidates will have 1-3 years in financial services, strong communication and organizational skills, and a Bachelor's degree. The role offers opportunities for growth within the company.

Benefits

Sick Days

PTO

Holiday Pay

Health, Dental, & Vision Insurance

Company paid Life & Disability Insurance

Competitive Pay

Performance Bonus

Pension

Qualifications

• 1-3 years of experience in the financial or information services industry, preferably with wealth management exposure.
• Proven ability to thrive in a fast-paced sales environment.
• Engaging communicator with strong persistence.

Responsibilities

• Work closely with the London sales team to achieve revenue targets.
• Develop and lead prospecting campaigns.
• Participate in client meetings to showcase products and services.

Skills

Experience in financial services

Communication skills

Sales determination

Interest in financial markets

Organization skills

Education

Bachelor’s degree

Tools

Microsoft PowerPoint

Microsoft Word

Microsoft Excel

Salesforce

Job description

Description

Note: This position is hybrid. Candidates should be based in the Greater London, UK area.

CFRA is one of the best known global independent research providers. We provide in-depth equity, mutual fund, and ETF analysis, which helps wealth managers make informed investment decisions and stay ahead of market trends.

In this role, you would identify new CFRA clients by proactively researching firms, determining the “hook” to create interest, and then targeting contacts using a combination of technology, phone calls, and social media.

We invest a great deal of effort in onboarding and training our BDRs, for this position is critical to our growth. Our BDRs are often the first point of contact for prospective customers. Over time, they have the opportunity to become our future salespeople.

Key Responsibilities

• Work closely with the London sales team to help achieve revenue targets
• Develop and lead prospecting campaigns
• Participate in client meetings to demonstrate CFRA’s products and services

Skills, Knowledge and Expertise

• 1-3 years of professional experience in the financial or information services industry, preferably with exposure to the wealth management sector
• Ability to succeed in a fast-paced sales environment
• Engaging communicator
• Persistent determination, with a desire to grow professionally
• Interest in financial markets, investment research and analysis
• Strong organization and time management skills
• Ability to work well independently as well as part of a larger team
• Proficiency with Microsoft PowerPoint, Word, and Excel required
• Experience with Salesforce a plus
• Bachelor’s degree
• Ability to work in-office 10 days a month

Benefits

• Sick Days
• PTO
• Holiday Pay
• Health, Dental, & Vision Insurance
• Company paid Life & Disability InsuranceCompetitive Pay
• Performance Bonus
• Pension