Jobs Listings
Caledonian International (Chile) Ltda.
Job description
Role – Business Development Associate
Summary Objective
To generate New Business by securing meetings with prospective clients, and supporting Wealth Managers (WMs) around Latin America
Key Responsibilities
New Business Development
- Generate lists of prospective clients across Latam regions through online research and referrals.
- Contact prospective clients by means of telesales to promote company services.
- Arrange meetings between prospective clients and WMs to facilitate sales opportunities.
- Achieve Sales Team targets in accordance with company KPIs, as laid out by management.
Administration
- Work closely with WMs to ensure upcoming meetings are attended and prospective clients are correctly qualified.
- Managing multiple WMs agendas
- Update and maintain client databases and CRM systems, as instructed by management.
Training & Personal Development
- Report weekly to management for appraisal of progression towards personal and team targets.
- Participate in weekly meetings as led by Senior Management to improve understanding of regional business/financial sector and overall company strategy.
- Attend regular training sessions as provided by the company to enhance teamwork and promote company growth.
- Possibility to be supported for external financial exams.
Essential Qualifications, Skills & Experience
- Good IT skills, particularly using Microsoft Excel and online search tools, for example, LinkedIn
- Persevering attitude;
- Excellent communication skills, including professional fluency in English (oral and written);
- Strong organizational skills;
- Interest in the financial sector;
- Willingness to constantly learn and improve.
- Desirable Qualifications, Skills & Experience
- Telesales experience a plus
Salary is Basic + Commission
Contact: denisse.labbe@ci-associates.com
