Sales Support Consultant (temporary)

Experience level Experienced Hire
Job details sector Sales and Distribution

Job Purpose

To provide dedicated support to Sales Managers, whilst dealing proactively and reactively with clients from leading Discretionary Managers, Family Offices, Ratings Agencies, UK IFAs, Platforms & Life companies

Key Accountabilities 

Receive, investigate and respond to incoming calls/emails/website queries from clients.

Undertake outbound calling for matters such as new/existing client profiling, promotion of AXA IM events and lead generation.

Participation in external and internal client event planning and organisation. Attendance when required. Client follow up calls post event.

Ensure all key client data and activity is added to the Salesforce CRM tool to ensure client profiles are accurate and up to date including AML/KYC requirements and documentation.

Use of market data providers information to provide ad hoc fund performance and comparisons for the sales team.

Follow-up of literature requests, RFI’s & expressions of interest to generate leads for the Sales team

Act as liaison point for clients with Fund Managers and Product Specialists

Arrange and host client meetings with Fund Manager meetings in the absence of the Sales Manager

Work closely with local and global Compliance team to ensure that all marketing material is suitable for its intended audience

Provide fund performance figures, market updates and competitor analysis on request to clients

Working with internal Legal team to facilitate the completion of legal agreements

Involvement with AMC rebate/commercial agreements including set up with Finance team

Where required produce and analyse data such as fund flows and new client investments to better understand our client’s needs, generate sales leads and opportunities

Ad-hoc project work driven by business requirements

Role Requirements


In providing top quality sales support to external clients

Dealing with direct client contact via calls, emails and events.

Working in a Wholesale/Retail fund distribution environment

Various projects and sales/call campaigns

Previous exposure to the sales process desirable

Knowledge and Skills

Strong verbal and written communications skills

General knowledge/interest in the economy and financial events

General knowledge of compliance and risk

Systems to include Salesforce, Lipper, Financial Clarity, FAST, SharePoint & all main MS Office products


Excellent team player

Multi task with the ability to set priorities, manage deadlines and business needs

Attention to detail

Would you like to wake up every day driven and inspired by our noble mission and to work together as one global team to empower people to live a better life? Here at AXA we strive to lead the transformation of our industry. We are looking for talented individuals who come from varied backgrounds, think differently and want to be part of this exciting transformation by challenging the status quo so we can push AXA - a leading global brand and one of the most innovative companies in our industry - onto even greater things.

In a fast-evolving world and with a presence in 64 countries, our 166,000 employees and exclusive distributors anticipate change to offer services and solutions tailored to the current and future needs of our 103 million customers.

We are an active, long-term, global, multi-asset investor focused on enabling more people to harness the power of investing to meet their financial goals. By combining investment insight and innovation with robust risk management we have become one of the largest asset managers in Europe, managing €746bn in assets as of the end of 2017. We employ about 2,400 people around the world and operate out of 21 countries.

We are proud to foster a high-performance culture, which means that we seek to recruit and retain people who are not only technically-skilled but also globally-minded, innovative and able to leverage their unique perspectives and life experiences to support our success as a company.

AXA IM is committed to building an inclusive culture, valuing diversity and supporting the career progression of all employees.