intelliflo is a global business that welcomes bold ideas and all points of view. Doing what matters inspires us, and we believe that we grow best – as people and businesses - by working together and always striving to get better without fearing failure.

We’re not looking for a ‘culture fit’. We want you to bring your unique skills and perspectives and add to our culture, not conform to it. This isn’t about finding the person who fits in; we want people who stand out.

Who is intelliflo?

Sound financial advice has the power to transform lives and should be accessible to the many, not the few. intelliflo widens access to financial advice through leading technology that powers the advisory experience.

We use open software architectures and unmatched industry experience to simplify a complex digital landscape and help advisors flourish and grow. Our solutions support over 30,000 financial advisors globally, who represent over three million households with over USD 1 trillion assets.

intelliflo operates independently under its own brand as a wholly owned subsidiary of Invesco, a global leader in the asset management industry.

Your Role

As a Business Development Specialist you will be instrumental in working with our Sales team on generating high quality leads and opportunities. You will liaise with other teams as needed (e.g., sales, marketing, customer management).

What You Would Be Responsible For

• Update accurate lead information into our Salesforce CRM system.
• Make outbound calls to both existing and ‘bought in’ databases of marketing prospects.
• Capitalize on the inbound marketing lead nurturing program.
• Respond to inbound queries (including calls, emails, website enquiry forms) within defined KPI targets.
• Follow-up and manage leads generated from conferences and events.
• Use relevant social media, particularly LinkedIn to generate leads.
• Build beneficial relationships with potential and existing customers.
• Provide feedback on effectiveness of marketing campaigns to improve performance.
• Handover leads effectively to the sales teams including reporting and tracking of outcomes.

Key Sales Performance Indicators Include

• Number of prospect calls and emails per day
• Number of quality leads & opportunities generated per month
• Accuracy of input of information into Salesforce
• Effective and appropriate prospect engagement

Experience You Bring

• Bachelors degree or equivalent work experience preferred
• Previous experience in the financial services industry an asset.
• Demonstrable success in telesales, telemarketing or tele-research roles.
• B2B Telemarketing experience preferred, though strong experience in other areas may be considered.
• Experienced in calling professional or corporate firms.
• Effective in exposing prospects’ key business drivers and matching these to company capabilities.
• Sufficient analytical experience to complete research that identifies relevant prospect information.
• Experience of working with contact databases (CRM systems; Salesforce preferred).
• Understanding of marketing channels for lead generation, e.g. web, email, direct response, social media etc.
• Commercially minded with experience of working to achieve targets.
• Professional phone manner with a consultative approach and tone of voice.
• Confident in overcoming sales objections and communicating solution value.
• Ability to set and execute challenging goals daily.
• Proven computer skills essential including Microsoft Office suite, Salesforce CRM (preferable).