Business Development Executive (financial advisers)

Defaqto Limited; Greater London; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

A financial services company is seeking a Business Development Executive to drive sales to financial advisers. The role involves proactive outreach, multi-product selling, and maintaining a high activity level to achieve revenue targets. Candidates must have a track record in transactional sales and be comfortable in fast-paced environments. This position offers a hybrid work model, blending office presence and remote work, with opportunities for networking and client engagement.

Benefits

Flexible working hours

Wellbeing program

Social and team-building events

Free fresh fruit delivered to the office

Qualifications

• Proven track record in transactional or high-volume B2B sales.
• Ability to quickly learn and sell multiple technical products.
• Ability to drive client engagement by building trust and knowledge across products.

Responsibilities

• Identify and engage individual advisers via phone, email, and digital channels.
• Deliver impactful product demonstrations tailored to adviser needs.
• Close deals efficiently to meet revenue targets.
• Maintain high activity level to drive consistent deal flow.
• Record all interactions and pipeline stages accurately in CRM.

Skills

High volume outbound sales calls

Strong closing ability

Resilience in fast-paced environments

Proactive outreach

Organised approach to CRM

Tools

CRM Software

Job 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

Who we are

Defaqto is one of the UK’s most trusted sources of financial product and market intelligence. By bringing together product data, technology and consumer insight we help everyone make smarter, more informed financial choices now, and in the future. And in doing so we hope to raise industry standards, power consumer choice and help the industry meet evolving customer needs.

Role overview

This role focuses on multi-product selling across Defaqto’s suite of 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

• Proven track record in transactional or high-volume B2B sales.
• Familiarity with the UK financial advice market is desirable but not essential.
• 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.
• Proactively positioning additional features, tiers, or services that align with evolving adviser needs and deliver measurable ROI.
• An organised approach to CRM hygiene ensuring all sales activities, pipeline stages, and adviser interactions are accurately recorded.
• Ability to drive client engagement by building trust and knowledge across the Defaqto suite of products and services.

Your approach to work

• Highly proactive and target driven.
• Comfortable with outbound activity and managing a large pipeline.
• Adaptable and collaborative, working closely with marketing and product teams.

Work location

You’ll work on a hybrid basis from our London office - 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. We are currently unable to provide Skilled Worker visa sponsorship.

How we Work

Our values define how we work so that we can achieve our vision, provide a great employee experience, and positively impact our customers.

Think Big | Be Bold | Own it | Team up | Be a Star

We have a vibrant office environment with a hybrid approach to working supported by our flexible working promise. We have a focus on wellbeing, a programme of social, charity and team-building events and free fresh fruit delivered to the office.

Fintel plc and all the businesses within it adopt a zero-tolerance approach to discrimination on any of the protected grounds in the Equality Act 2010.

We are committed to providing equal opportunities to all current and prospective employees regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.

We aspire to have a diverse workforce because, in our view, diversity enables better business outcomes. We also believe that a more inclusive workplace, where people of different backgrounds work together, ensures better outcomes for all staff. From application to interview, we place inclusion at the heart of all we do.

For these reasons we strongly encourage suitably qualified applicants from a wide range of backgrounds.