New Business Associate

East Lancashire Services Ltd; Bolton; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading financial services company is seeking a New Business Associate to drive growth by identifying new business opportunities and fostering client relationships. The ideal candidate will possess strong industry knowledge, excellent organizational skills, and a proactive approach to identifying customer needs. This role offers a chance to contribute significantly to the company's success and achieve career development.

Qualifications

• Proven experience in a similar role.
• Strong industry knowledge of financial services.
• Ability to build and nurture business relationships.

Responsibilities

• Identify potential new customer leads.
• Develop relationships with customers and stakeholders.
• Meet assigned monthly and annual KPI metrics.

Skills

Organizational Skills

Sales Knowledge

Problem-Solving

Relationship Building

CRM Experience

Education

Experience in Financial Services

Tools

CRM Software

Job description

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On behalf of our client, a leader in the Financial Services industry, we are recruiting for a New Business Associate.

Job Summary

The New Business Associate (NBA) is responsible for identifying new business opportunities and potential clients, providing advisor teams with solid prospects. The NBA will build quality relationships with potential customers to facilitate further prospecting. This role requires staying updated with market trends and opportunities to ensure proactive engagement and timely presence in the market.

Duties

• Identify potential new customer leads
• Develop relationships with customers, connect with key business executives and stakeholders to identify opportunities
• Identify new business opportunities through prospecting activities
• Operate in a target-driven environment while maintaining professional standards
• Maintain good relationships with business introducers
• Guide clients through initial steps of asset finance
• Meet assigned monthly and annual KPI metrics
• Continuously develop and maintain knowledge of the asset finance industry and customer industries
• Provide administrative support, including scheduling appointments and managing correspondence

Experience

• Proven experience in a similar role
• Strong industry knowledge of financial services
• Strong IT skills, with experience working on a CRM
• Excellent organizational skills to manage workloads
• Experience in a sales environment, with B2B sales knowledge
• Ability to build, nurture, and retain strong business relationships
• Ability to identify business needs
• Proficiency in identifying and prospecting new customers or products
• A proactive problem-solving attitude and willingness to learn new skills

If you are passionate about contributing to a thriving business environment and possess the required skills, we encourage you to apply for this exciting opportunity.