Job title: Client Broker
Salary: £35,000
Location:Gateshead
Purpose of role:
* To support the firm's growth and profitability goals by developing new and existing sales and accounts demonstrating excellent business development skills
* To provide professional and efficient service and advice to all customers through the promotion and recommendation of products and risk management advice in accordance with customer demands and needs, whilst ensuring full regulatory compliance
* To enhance the professional image, reputation, and effectiveness of the firm.
* You will be able and willing to work extended hours and attend out of hours events as required by the role
* Sufficiently mobile and flexible to travel
* Professional personal presentation and appearance at all times
Key responsibilities:
1. Key Performance Indicators
2. New Client Acquisition
3. Existing Client Retention
4. Development
5. Regulatory Compliance
6. Personal Development
7. Operational Administration
8. Self-start and self-generate opportunities to prospect, negotiate with, convert and retain new clients by effective business development, pipeline management / forecasting, and prospecting in line with firm, team and individual targets
9. Positively support the fir...