Customer Account Executive – Financial Services (B2B)

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

Job summary

A financial services firm in Liverpool is seeking an Account Executive to prospect and build relationships with clients. The successful candidate will provide finance quotations and process deals, supporting the sales team. Candidates should have experience in asset finance sales or related fields, strong communication skills, and a tenacious approach to work. Competitive OTE of £50-55k uncapped.

Qualifications

• Experience in asset finance sales or sales support.
• Background in financial services or banking required.
• Strong communication and organization skills.

Responsibilities

• Prospect new clients and build strong relationships.
• Provide finance quotations and follow up on deals.
• Process approved deals to payout.

Skills

Asset Finance sales experience

Sales experience in financial services

Excellent communication skills

Strong attention to detail

Organizational skills

Job description

Overview

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.

Responsibilities

• Prospect new clients and build relationships with existing customers to identify opportunities for growth.
• Provide new finance quotations and follow up promptly to maximise conversions to new deals.
• Process approved deals through to payout.
• Support the head of sales by mentoring less experienced team members.

Qualifications

• Asset Finance sales and sales support experience
• Sales experience from other areas of financial services or banking (e.g., car finance, business banking)
• Excellent communication skills, strong attention to detail, tenacious and well organised

Compensation

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