New Business Consultant

New Business Consultant Job Description Template

Our company is looking for a New Business Consultant to join our team.


  • To understand customer requirements;
  • Sending leads to senior consultants in order to close the deal and in turn, make YOU money;
  • Building and Creating your own customer pipeline with a vision to reconnect with them in future;
  • To win new business based on a variation of cold and warm leads handed to you via the sales office.


  • Sales in a regulated environment;
  • Personal experience of trading derivatives, shares and/or other investments;
  • Selling financial products;
  • Willingness to learn your industry and more importantly your employer inside out;
  • Self-driven, results orientated and motivated;
  • Longevity in positions;
  • Strong communication skills and the ability to mix with a variety of people;
  • Previous sales experience ideally;
  • The ability to manage your own diary based on targets given.