MWW ROLE DESCRIPTION Sales Executive
1

Sales Executive

OVERALL PURPOSE OF JOB
▪ Research and generate qualified sales leads to sell the Wealth Wellbeing Financial Education programme and Seminars.
▪ Identify new business opportunities through cold calling prospects and set up introductory meeting for BDM
▪ Follow up LinkedIn Inmails with calls
▪ Maintain and expand CRM database
PRINICPLE DUTIES
▪ Collaborate with BDM to determine necessary strategic sales approaches
▪ Research and qualify leads
▪ Book/ Rebook meetings for BDM
▪ Manage CRM database (Curo)
▪ Support Marketing with inviting attendees for internal events (i.e. Breakfast Roundtables)
▪ Stay up to date with industry trends and the competitor landscape
▪ Attend networking events
SKILLS/COMPETENCIES
CATEGORY ITEM
Core
▪ Prospecting
▪ Customer/ Client relations
▪ Influence and negotiating
Technical
▪ Industry knowledge
▪ Competitor knowledge
▪ Diary Management
▪ Lead conversion
▪ Curo management
Behaviours
▪ Great communication skills (written and oral)
▪ Relationship/ Rapport building
▪ Time management
▪ Accountability
▪ Entrepreneurial
▪ Ambitious
▪ Driven
▪ Optimistic
▪ Problem solving
▪ Trustworthy
▪ Flexible
▪ Quick thinker
MWW ROLE DESCRIPTION Sales Executive
2
REMUNERATION
▪ Full-time role
▪ Fixed retainer of £20000 per annum + Commission
o £200 payable for every meeting held after 8x meetings held per month.
▪ Working hours 9am – 5:30pm (1-hour lunch)
KPI’S
▪ KPI bonuses paid bi-monthly
▪ Profit share paid annually
Number of meetings held
Maintaining a high average of meetings held each month; minimum of 8 held meetings a month
CRM
Ensuring CURO is up to date including client information, meeting stage and meeting notes.
Networking Events
Minimum of 2 events attended per quarter
WORKED EXAMPLE:
Retainer
£20,000
KPI Target 96 (if 145 meetings held in the year; 49 * £200)
£9800
Profit
£50,000
Profit share @ 5%
£2,500
Total
£12,300

Job Reference: DO081019_1570530359

Salary: £20000 - £32000 per annum

Salary per: Annum

Job Duration:

Job Start Date: ASAP

Job Type:

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