Sales & Marketing

Sales and Marketing professional’s primary responsibility is communicating a firm’s investment philosophy and strategy to potential clients, intermediaries (such as consultants), and referral sources for the sole purpose of generating new business.

IMR understands the skills of an exceptional marketing professional:

  • Current network/database of a marketing professional
  • Specific dollars and number of clients a marketing professional has generated in the past
  • Professional sales person’s ability to generate new leads
  • Current relationship with the consultant community
  • Ability to track prospects buying timeline
  • Ability to communicate complex concepts and educate prospects
  • Presentation skills
  • Ability to facilitate the closing of business
  • Ability to service and maintain client relationships
  • Professional designations and licenses