Institutional Sales Representative

The Institutional Sales Representative is responsible for developing and managing relationships with institutional buyers, multinational companies, foundations and other large firms. The Institutional Sales Representative will be a key partner in the firm’s institutional business and will be responsible for generating new business within and outside the country.

Main responsibility

• Develop and manage relationships with taxation companies.
• Create a plan to grow the portfolio of the firm and generate new business
• Identify opportunities for cross selling to existing institutional clients
• Provide timely market updates on investment opportunities in order to increase client exposure
• Maintain detailed knowledge of market conditions and investment products
• Develop a pipeline of potential new clients
• Work collaboratively across all levels of the firm
• Act as a leader within the firm
• Act as a liaison between clients, senior executives, sales teams, and outside professionals

Skills & Qualifications

• Identifies and cultivates prospects and/or clients.
• Initiates and follows up on new business opportunities.
• Leads new business meetings and closes sales to institutional investors and consultants.
• Leverages the organization’s relationship with existing institutional accounts by developing and executing proactive, creative, and ongoing contact initiatives.
• Develops and maintains relationships with pension consultants.
• Assists in the development and launching of new products.
• Acts as a liaison to the investment management groups to ensure active, enthusiastic support of the sales and marketing process.
• Ensures that product and sales materials are always updated and focused for the applicable presentation, conference, or opportunity.
• Works closely with Goelzer team members to further develop sales opportunities