High-Velocity B2B Sales Exec for 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

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.