Working with marketing, identifying and evaluating new business opportunities across
ClientsFirst and Adviser-Store.com
❖ Researching and analysing prospects
❖ Communicating internally to brief colleagues on opportunities and pipeline status
❖ Updating and managing sales and marketing reports
❖ Maintaining accurate records on our cloud based CRM system
❖ Supporting business development through active lead nurturing and developing prospect
relationships
❖ Supporting business development through coordination of activity, including diary
management and record keeping
❖ Handling and directing sales enquiries