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Investment Sales Specialist

mmc · Dublin - Frame

New
Hybrid 🇬🇧 English
CRM

Job description

About the role

Marsh Investment Solutions, the investment management arm of Marsh, is hiring an Investment Sales Specialist in Dublin. It is a hands-on role focused on building a sales career within the Marsh Ireland sales team, supporting the Irish Sales Leader in driving sales activity through internal and external distribution channels.

Key responsibilities

  • Prepare prospect-facing materials, maintain pipeline accuracy and CRM hygiene, support pitches and events, and help convert opportunities.
  • Produce and update high-quality PowerPoint presentations, pitch decks and supporting materials consistent with brand and messaging.
  • Draft and proofread written materials such as executive summaries, proposals, agendas and meeting notes.
  • Update CRM records, track opportunity stages, prepare weekly reports and help prioritise next actions.
  • Coordinate investment, legal, operations and product teams on materials and responses for pitches and RFPs.
  • Support prospect meetings and pitches (in-person and virtual) by managing logistics, taking notes and following up on actions.
  • Assist with event planning (conferences, client roundtables, webinars) to support lead generation.
  • Carry out targeted research to identify prospects and prepare briefing notes for the sales team.
  • Manage projects and ad-hoc business development tasks, meeting deadlines.

Required profile

  • Undergraduate degree or equivalent.
  • Some exposure to sales support, business development, client services or operations is an advantage.
  • A basic understanding of investment markets, pensions or asset management is an advantage.
  • Organised, practical and driven, with good time management and interpersonal skills.

Required skills

  • Proficiency in Microsoft Office (PowerPoint, Word, Excel).
  • Comfortable using CRM systems and quick to learn new tools.
  • Strong written and verbal communication, with attention to detail and proofreading.

What we offer

  • Learning the sales lifecycle and institutional client engagement from close quarters.
  • Development of technical presentation skills and commercial awareness.
  • A supportive team environment with opportunities to broaden responsibility.
  • Professional development, engaging work and supportive leadership.
  • Hybrid work, with at least three days per week in the office or onsite with clients.

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Source : ats:workday

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Published 10 hours ago

Expires 1 month from now

1 views · 0 interested

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mmc

Dublin - Frame