Business Development Executive - (financial advisers)

SimplyBiz PLC; Greater London; Hybrid; GBP 36,000 - 48,000; Full time

Job summary

SimplyBiz PLC is seeking a Business Development Executive to drive high-volume transactional sales to individual financial advisers. This London-based, hybrid role involves conducting outbound calls and Teams-based demonstrations to close deals and hit targets.

Responsibilities include multi-product selling of Defaqto adviser solutions, maintaining a robust pipeline, and regular CRM updates. Applicants should show resilience, strong closing skills, and experience with proactive outreach in a

Qualifications

• Proven track record in transactional or high-volume B2B sales.
• Experience using CRMs to manage pipelines and outcomes.
• Strong closing ability and resilience in a fast-paced environment.
• Ability to learn and sell multiple technical products.
• Demonstrated success in generating new business revenue through proactive outreach.

Responsibilities

• Proactively identify and engage individual advisers via phone, email, and digital channels.
• Deliver concise, impactful product demonstrations tailored to adviser needs.
• Close deals to meet monthly and quarterly revenue targets.
• Position multiple Defaqto solutions in a single sales cycle.
• Maintain high activity levels and shorten sales cycles through effective qualification.
• Encourage repeat purchases and upgrades via regular check-ins.
• Accurately record interactions and pipeline in the CRM; provide forecasts.

Skills

High-volume sales

Closing skills

CRM proficiency

Prospecting/outreach

Effective communication

Tools

CRM software

Teams

Job description

Business Development Executive - (financial advisers)

Department: Sales

Employment Type: Permanent - Full Time

Location: London

Reporting To: Sales Director

Description

We are looking for a Business Development Executive to drive high volume, transactional sales directly to individual financial advisers. This is a telephone / Teams based role.

• Experience with high volume outbound sales calls is essential
• Familiarity with the UK financial advice market is desirable

Role Overview: This role focuses on multi-product selling across Defaqto's suite of financial adviser solutions, ensuring quick adoption and repeat purchases. Success requires strong closing skills, product knowledge, and the ability to manage a fast-moving pipeline

What you’ll do

New business acquisition

• Proactively identify and engage individual advisers via phone, email, and digital channels.
• Deliver concise, impactful product demonstrations tailored to adviser needs.
• Close deals efficiently to meet monthly and quarterly revenue targets.

Multi-Product Selling

• Position multiple Defaqto solutions (e.g. Engage, MICAP, VouchedFor, Competent Adviser) in a single sales cycle.
• Highlight cross-product synergies and value propositions for individual advisers.

Transactional Sales Excellence

• Maintain a high activity level (calls, demos, proposals) to drive consistent deal flow.
• Shorten sales cycles through effective qualification and objection handling.

Account Growth

• Encourage repeat purchases and upgrades via regular check-ins.
• Identify opportunities for add-ons and complementary products.

CRM & Reporting

• Accurately record all interactions, pipeline stages, and outcomes in the CRM.
• Provide timely forecasts and insights to the Sales Director

What you’ll need to succeed:

Essential Requirements:

• Proven track record in transactional or high-volume B2B sales.
• Proven experience using CRMs for all sales activities, pipeline targets, and interactions.
• Strong closing ability and resilience in a fast-paced environment.
• Ability to quickly learn and sell multiple technical products.
• Ability to demonstrate your success in generating new business revenue through proactive outreach, effective qualification, and closing skills.

Desirable Experience:

• Familiarity with the UK financial advice market.

Your Approach to work:

• Proactively positioning additional features, tiers, or services that align with evolving adviser needs and deliver measurable ROI.
• Ability to drive client engagement by building trust and knowledge across the Defaqto suite of products and services.
• Highly proactive and target driven.
• Comfortable with outbound activity and managing a large pipeline.
• Adaptable and collaborative, working closely with marketing and product teams.
• Keen to develop your skills and work towards a BDM role.

Important to know:

Location:

You’ll work on a hybrid basis from our London office, which is in Farringdon - normally 3 days a week. From time to time you might attend networking or client events.

Right to Work:

Applicants must already hold a legal right to work in the UK without time restrictions and without the need for future sponsorship. We are unable to provide Skilled Worker visa sponsorship.