Research, identify and target hard asset finance opportunities from external sources to maximize new business using a variety of canvassing methods including phone calls, networking, and prospect visits.
To write the annual sales plan for the territory and review periodically to ensure it conforms to the overall company sales strategic plan and is fully aligned to the business.
In relation to internal sales, create an effective communications framework and system to ensure that maximizes its opportunities from customers and brokers.
Ensure all leads identified are pursued
Submit discuss and negotiate proposals with potential customers and brokers
Negotiate the terms of a proposal, submit for internal approval, and prepare documentation in line with company procedures
Achieve sales and profitability targets
Maintain and develop new business relationships ensuring consistent high-quality service levels
As required, support other members of the sales team in developing, growing, and retaining their portfolio of customer and brokers.
Prepare documentation for processing and payout
Undertake management initiatives on targeting sectors/niches
Contribute new ideas for the development of the business
Manage and report accurately on the new business pipeline
Contribute to the sales team and company knowledge ensuring market and competitor information is shared and acted on where appropriate
Build relationships with clients and to manage those relationships effectively
Always observe professional codes of conduct and in line with regulatory requirements
Completion of related training as required by the Company
Required Knowledge, Skills, and Abilities
Experience in a client-facing and relationship management role
Strong self-motivation
Ability to seek profitable new business opportunities, target prospects and convert them to completed contracts
Asset finance or other lending experience desirable
Ability to work under pressure
Proven success in building relationships with people at all levels
Positive, can-do attitude
Articulate and numerate
IT literate and ability to use Microsoft Office Word, Excel, and PowerPoint
Strong written and verbal communications skills
Excellent time management and organizational skills