This role is to lead new business sales to the Large and Consolidating adviser space within the financial advice market. Focused on strategic and consultative sales you will multi-thread your opportunities to ensure a wide range of stakeholders at each adviser firm are engaged and bought in to any sale.
You will focus on the timeliness of each of your sales and ensure that every opportunity flows effectively through the pipeline to the point of closure. You will also be focused on generating opportunities, whether that be through working alongside Marketing or through your own networking and lead generation.
- Hit and exceed growth targets of large adviser license sales (large defined as 20 – 100 advisers)
- Originate and deliver sales strategy for new logo in the highly active growing consolidator space
- Own the end-to-end sales process from pipeline creation, development and close
- Follow a structured and repeatable sales processes to hit your own sales quota
- Deliver solid forecasting in the short, medium and long term
- Work with C-level directors in the business to deliver company strategy
- Use personal contacts and networks to drive leads
- Monitor and report on all areas of the pipeline
- Be a face of Dynamic Planner, presenting publicly and contributing to PR
