Business Development Executive

Our client is an Investment Advisory & Risk Management Agency providing clients with tailored solutions across wealth management, investments, insurance, financial protection, and risk management.

This sales and business development position focuses on acquiring new clients, managing relationships, and meeting sales targets within an agency setting. The role involves working with affluent and high-net-worth individuals to provide them with appropriate investment, insurance, wealth management, and risk management solutions.

1. Identify, prospect, and cultivate relationships with affluent and high-net-worth clients.
2. Generate new business through various channels including referrals, networking, events, and partnerships.
3. Conduct client meetings to assess financial goals, wealth protection needs, investment objectives, and risk profiles.
4. Present and articulate suitable investment, insurance, wealth management, and financial protection solutions.
5. Establish and maintain a robust pipeline of potential clients, ensuring consistent follow-up on leads.
6. Foster enduring client relationships and identify opportunities for cross-selling additional products and services.
7. Achieve and surpass established sales and revenue targets.
8. Prepare essential client documentation such as proposals, quotations, and presentations.
9. Collaborate with advisory, operations, and client-service teams to ensure seamless client experiences.
10. Accurately record client interactions, prospect details, sales activities, and pipeline advancements.
11. Remain current on investment products, insurance solutions, market trends, and regulatory compliance.
12. Engage in client events, networking functions, seminars, and other business development activities.
13. Ensure all sales practices adhere to professional standards and relevant regulatory and company guidelines.

1. Possess a Diploma or Bachelor’s degree in Finance, Economics, Business Administration, Insurance, Marketing, Accounting, or a related discipline.
2. Have a minimum of 1 year of experience in insurance sales, investment sales, wealth management, or the broader financial services sector.
3. Proven capability to generate leads and successfully convert prospects into clients.
4. Demonstrate a solid understanding of various insurance and investment products.
5. Experience working with affluent or high-net-worth clients is considered beneficial.
6. Professional certifications in Insurance, Investments, Financial Planning, Risk Management, or Wealth Management are an advantage.
7. Exhibit excellent communication, presentation, negotiation, and interpersonal skills.
8. Possess strong relationship management and networking capabilities.
9. Be self-motivated, target-driven, and capable of working autonomously.
10. Maintain a professional demeanor and confidence when interacting with senior executives, business owners, and high-net-worth individuals.
11. Display strong commercial acumen and the ability to identify client needs and business opportunities.
12. Possess good organizational skills to effectively manage multiple client relationships and sales prospects.