- Full Time
- A demonstrated ability to win new business and proactively deliver outstanding service to clients.
- Develop and maintain strong relationships with all existing distribution partners to meet sales budgets as set by the business;
- Develop and implement sales strategies and deliver on fundraising objectivesto grow Octopus wholesale business;
- Conduct a high level of ongoing contact with new and existing financial planners through one-on-one appointments, Microsoft Teams, telephone and email.
- Attendance at dealer group and industry conferences,
- Develop new relationships with Key Accounts, Family office/Private Banks/IFA firms
- Manage relationship with platform clients, including reporting, agreements, investment menu, fees
- Domestic Travel is required in this role.
What qualifications, skills and experience would help someone to be successful?
- Bachelor’s degree or equivalent experience, with CFA preferred but not essential.
- At least 5 years of sales or service experience
- Strong knowledge of financial services industry, funds management products and key competitors
- Existing strong relationships with financial adviser, licensee management, and platforms.
- Relationships with family offices and private wealth firms preferred but not essential.
- Team player
- Strong sales and negotiation skills with a self-starting mentality with ability to run a sales pipeline and client segmentation
- Excellent verbal and written communication skills. Very comfortable networking
- Ability to deliver strong sales presentations
- Ability to work without supervision and manage time and workload effectively
- Ability to perform multiple tasks in a fast paced, team environment
What we offer
- 💰 A competitive salary package including
- bonus and medical insurance benefits
- ✈️ Extra Annual Leave entitlement
- 🏡 Flexible working
- Ongoing learning and career development opportunities
Octopus has built an exciting and inclusive high-performance culture where employees feel empowered. We also understand the value of diversity, and we are dedicated to creating an inclusive workplace environment. We would welcome people of all backgrounds to apply.
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Octopus culture:
At Octopus we don’t just focus on what we do but also how we do it. Everyone to shares our values of being straightforward, helpful, and bold. Our culture is critical to our success and is built around three principles that underpin how we pursue our goals:
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Be Bold – We like people who make decisions quickly and are OK changing their mind if it turns out there’s a better way of doing things.
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Be Helpful – We like People who behave like it always day one and who remember without our customers there is no business.
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Be Straightforward – We like people who have opinions and express them in a way that’s respectful and easy to understand.
Our Values
At our core, we believe that how a company behaves is just as important as what it does. That’s why we chose to become an accredited B Corp (the equivalent of a Fairtrade coffee stamp but for companies) and to change our Articles of Association so that the interests all our stakeholders – employees, customers, communities, environment and shareholders – are considered in every decision we make.
We’re committed to creating a diverse and inclusive employee experience for all. We promote equal opportunities for growth and development regardless of race, gender, religion, sexual orientation, age, disability, or socio-economic background. We believe strongly that teams are at their best when every member of the team feels safe to bring their whole self to work.
