Wendy Morgan
Business Development Assistant @Reeves - The Pension Specialists
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WORK HISTORY
Business Development Assistant @Reeves - The Pension Specialists
Newcastle upon Tyne, GB
Lead Generation: Identify and research potential business opportunities and prospects, contributing to the growth of the client base.Client Outreach: Assist in reaching out to potential clients through various channels, including email, phone, and networking events, to generate interest in pension services.Market Research: Conduct research on market trends, competitor activities, and client needs to support the development of targeted business strategies.Proposal Preparation: Help prepare and customise proposals and presentations for prospective clients, highlighting the benefits of Reeves\' pension solutions.CRM Management: Maintain and update client records in the CRM system, tracking interactions and ensuring accurate and up-to-date information.Reporting and Analysis: Assist in tracking key performance metrics, analysing data, and preparing reports to support business development activities and inform strategic decisions
EDUCATION
Cardiff University / Prifysgol Caerdydd
Bachelor's degree
ABOUT WENDY MORGAN
With a solid foundation in International Business from Cardiff University, I bring over a…
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