Customer Account Executive – Financial Services (B2B)

CBC Recruitment Solutions; Liverpool; On-site; GBP 50,000 - 55,000; Full time

Job summary

A financial services provider in Liverpool is looking for an Account Executive to manage customer relations, provide finance quotations, and mentor junior team members. Candidates should have experience in Asset Finance or other financial sales and possess strong communication and organizational skills. The role offers an uncapped OTE typically between £50,000 and £55,000.

Qualifications

• Experience in Asset Finance sales or sales support.
• Sales experience from areas like car finance or business banking would be beneficial.
• Excellent communication skills and strong attention to detail.

Responsibilities

• Prospect new customers and build relationships with existing ones.
• Provide finance quotations and follow up on them.
• Support sales head with mentoring less experienced team members.

Skills

Communication skills

Attention to detail

Sales experience

Organizational skills

Tenacity

Job description

Our client is a well established financial services business who provide funding solutions to small businesses across the UK. They are growing significantly, and are looking for a number of Account Executives to join their dynamic team in central Liverpool.

The role is responsible for prospecting new, and building relationships with existing customers to increase business opportunities and growth. You will provide new finance quotations, and ensure they are followed up in a timely manner to maximise conversions to new deals. In addition, you will be responsible for processing approved deals through to pay out.

This role will also be responsible for supporting the head of sales with mentoring less experienced members of the team.

We are keen to speak to candidates who have either:

Asset Finance sales & sales support experience

Sales Experience from other areas of financial services or banking (eg car finance, business banking)

In addition, you will have excellent communication skills, strong attention to detail, be tenacious and well organised.

OTE for the role is uncapped, but typically £50-55k.