Build a strong pipeline of new prospective business clients from across the New Zealand market.
Utilise a variety of lead sourcing techniques to build the pipeline including existing clients, internet research, company database(s), company marketing initiatives, cold calling, Linkedin and independent networking
Identify client requirements and plan approaches and pitches, to provide tailored FX payment solutions to C-Suite / Board Level via face-to-face and remote meetings
Source new corporate customers to expand WorldFirst’s market share and increase our corporate client base
Exceed minimum targets and KPIs for new dealing corporate accounts, client turnover and other activity-based KPIs as set by management
Maintain client database recordsusing WorldFirst systems
Recommend strategies and initiatives to assist the business meet growth objectives
Work autonomously to achieve personal targets yet work collaboratively with all staff as required, building strong and cooperative internal relationships with all internal stakeholders
Comprehend and adhere to compliance obligations, company risk management, AML and all company policies.
Have a strategic mind, the ability to think laterally and the ability engage with key stakeholders.
Have knowledge of the international Australian corporate sector and ability to apply that when selling our corporate solutions.
Experience of working in the New Zealand Financial Services market
Proven track record in direct sales at least 10 years’ experience.
Post-Secondary education in Business, Finance or Marketing or an equivalent combination of knowledge, skills, abilities, education and experience
Have experience in winning deals with long sales cycles and ongoing negotiations.
Experience in delivering tailored presentations face-to-face and via online platforms.
Able to demonstrate strong communication skills through building mutually beneficial relationships both internally and externally and the ability to engage openly with people at all levels.
Commercially focused and makes the most of resources available to the to generate results
Seeks to develop knowledge and capabilities that will enhance team capability and their adaptability within it
Shares knowledge, experiences, concerns and ideas with colleagues in order to enhance the customer experience and contribute to World First’s success
Effectively understand foreign exchange risks within SME’s and corporates throughout New Zealand, formulating strategies for currency purchases
Understanding of macro-economic indicators which have a direct impact on currency movements
Experience of working autonomously and remotely a distinct advantage.
Decision making, organisational and time-management skills with attention to detail
A high degree of self-motivation, with the ability to work in a fast-paced team environment.