Account Manager

Equation Recruitment; Towcester; On-site; GBP 28,000 - 36,000; Full time

Benefits offered by this job

Pension scheme

Onsite parking

Flexible work options post-probation

Job summary

Equation Recruitment is partnering with a leading commercial finance consultancy to appoint an Account Manager. You will develop and maintain client relationships via telesales, social media, networking and trade events.

You will offer asset finance, commercial loans, invoice finance and property finance, analyse financial requirements to tailor funding options, and prepare proposals. Full telephony and CRM infra provided; clear career progression opportunities.

Qualifications

• Experience in telesales or client-facing sales (not general high street retail).
• Strong communication and relationship-building skills.
• Proactive and target-driven mindset.
• Ability to analyse financial documents and provide tailored solutions.
• Self-motivated with a consultative approach to sales.
• Previous experience within a finance brokerage.
• Knowledge of asset finance, invoice finance, or business loans.
• Understanding of FCA regulations and financial compliance.

Responsibilities

• Develop and maintain strong client relationships through telesales, social media, networking, and trade events.
• Offer a range of financial solutions, including asset finance, commercial loans, invoice finance, and property finance.
• Analyse financial requirements and relevant documentation to provide tailored funding options.
• Prepare compelling proposal documents and funding applications.
• Conduct background research on prospects before engaging in discussions.
• Maintain professionalism and compliance with financial regulations and fraud prevention measures.
• Work collaboratively within a team of Account Managers and Sales Support professionals.

Skills

Telesales experience

Client-facing sales

Communication

Relationship-building

Analytical reading of financial docs

Job description

Are you a driven sales professional with a passion for finance? Do you thrive on building client relationships and delivering tailored financial solutions? If so, this could be the perfect opportunity for you!

Equation Recruitment is working on behalf of a leading commercial finance consultancy to find a talented Account Manager. This role is ideal for those with experience in telesales or client-facing sales, particularly within the finance sector or a brokerage environment.

The Role:

Develop and maintain strong client relationships through telesales, social media, networking, and trade events.

Offer a range of financial solutions, including asset finance, commercial loans, invoice finance, and property finance.

Analyse financial requirements and relevant documentation to provide tailored funding options.

Prepare compelling proposal documents and funding applications.

Conduct background research on prospects before engaging in discussions.

Maintain professionalism and compliance with financial regulations and fraud prevention measures.

Work collaboratively within a team of Account Managers and Sales Support professionals.

What Were Looking For:

Experience in telesales or client-facing sales (not general high street retail).

Strong communication and relationship-building skills.

Proactive and target-driven mindset.

Ability to analyse financial documents and provide tailored solutions.

Self-motivated with a consultative approach to sales.

Previous experience within a finance brokerage.

Knowledge of asset finance, invoice finance, or business loans.

Understanding of FCA regulations and financial compliance.

Why Join?

Flexible work options post-probation.

Pension scheme and onsite parking.

Full telephony and CRM infrastructure provided.

Dedicated Sales Support team.

Clear career progression opportunities.

Interview Process:

Initial screening with Equation Recruitment.

Face-to-face interview on-site with the employer.