Business Development Associate

Our client based in Switzerland is registered as an Insurance Intermediary with the Swiss Financial Market Supervisory Authority (FINMA). Our client is also a Member of and regulated by the Association Romande des Intermédiaires Financiers (ARIF).

Their approach has been developed over numerous years of advising people from different nationalities, age groups and industries in Switzerland. They have learned to tailor their advice to personal circumstances by actively listening. This means you walk away with what you need and not simply what your adviser wants to give you.

Our client’s mantra is simple: Always start with the basics as these are essential. We won’t promise to make you rich, but we will promise to make you efficient.

Our team of international experts offer advice in English, French, Spanish and Portuguese.

What You’ll Do

The Business Developmet Associate is responsible for sourcing new potential clients (International Markets), clients that want to invest in our knowledge to secure their financial futures. The Sales Associate will be tasked with lead generation, that is feeding the appointments/leads pipeline to drive new revenue for the business.

• You will map out potential clients across various industries/countries/LSM’s and start to build strong relationships (i.e. introduce Our Client to multiple contacts focusing on high-net-worth individuals/immigrants (CH)/retirees/business owners/investors etc)
• You will partner with the internal team and work collaboratively with cross functional teams to drive revenue growth within potential/new accounts
• Understand a client’s needs and challenges to effectively communicate how Our Client will address those needs or help solve those challenges. (You are not giving financial advice but must have sufficient knowledge to secure an appointment for one of our industry professionals. We will train you accordingly.)
• Manage a sales pipeline, growing your appointments daily/weekly/monthly to assist in achieving mutual revenue targets.
• Maintain all sales activities including outbound calls, emails, and social selling. Capturing on our internal CRM system is pivotal, because you own the client & derive revenue off future sales.
• Consistently exceed your monthly sales appointment setting quota and be well compensated for doing so.
• Other Projects & Responsibilities may be added at the manager’s discretion