Trainee Sales Executive

Fintel; Godalming; Hybrid; GBP 20,000 - 25,000; Full time

Job summary

A leading financial services company is seeking a Trainee Sales Executive to join their team in Godalming. The position offers full training and support, focusing on client relationship building and CRM management. Successful candidates will demonstrate strong communication skills, a proactive nature, and a motivation to succeed. The role supports hybrid working with 3 days in the office.

Benefits

Comprehensive training and mentoring

Inclusive team environment

Career progression based on performance

Qualifications

• No prior sales experience is required; all backgrounds welcome.
• Experience in a customer-facing role is an advantage.
• Interest in financial services is a bonus.

Responsibilities

• Maintain accurate CRM data and client interactions.
• Support sales managers during client meetings.
• Build professional relationships with potential new clients.

Skills

Strong verbal and written communication skills

Proactive, organised, and reliable

Confidence in managing conversations

Collaborative spirit and enthusiasm for learning

Motivation to achieve goals

Education

Minimum GCSE Maths & English (Grade 5 / C or above)

Degree (beneficial but not essential)

Job description

Are you a confident communicator with a curious mindset, looking to build a rewarding career in sales?

Do you enjoy working with people, learning new skills, and being part of a collaborative team?

We're looking for a motivated Trainee Sales Executive to join our growing sales and marketing team. You’ll receive full training and support to develop the skills needed for a successful career in sales, with opportunities to grow and progress within our business.

Owen James Events is a UK-based company that specializes in creating high-level, invitation-only business events, primarily for the financial services industry. Our goal is to bring together senior decision-makers and solution providers in a structured, professional environment to foster strategic conversations, build meaningful relationships, and drive business growth. We are part of Fintel Plc – a leading provider of insight, support, and technology for the retail financial services sector.

About the Role

As a Trainee Sales Executive, you’ll play a key role in helping Owen James Events grow its client base and strengthen existing relationships. You’ll work alongside experienced colleagues, attend client meetings, and gain hands-on experience with CRM tools, sales strategy, and customer engagement.

What You’ll Be Doing

• Maintaining accurate CRM data, recording client interactions, and helping with proposals
• Participating in internal sales and marketing meetings
• Supporting sales managers during external client meetings
• Reaching out to potential new clients and building professional relationships
• Responding to inbound sales enquiries via phone and email
• Managing leads and tracking progress toward sales goals
• Taking qualification calls and arranging follow-up meetings
• Making outbound calls to new and existing contacts in the financial services sector
• Helping sales and business development managers with appointment setting and admin
• Contributing ideas to improve how we work and support clients
  
  

What You’ll Bring

• Strong verbal and written communication skills
• A proactive, organised, and reliable approach to work
• Confidence in managing conversations and handling objections constructively
• A collaborative spirit and enthusiasm for learning
• Motivation to achieve goals and a positive mindset
• Professionalism and confidence in networking situations
• A genuine interest in working with people and building relationships
  
  

Experience & Qualifications

• No prior sales experience is required – we welcome applicants from all backgrounds
• Experience in a customer-facing role (e.g. retail, hospitality, customer service) is an advantage
• An understanding of or interest in financial services is a bonus
• Minimum GCSE Maths & English (Grade 5 / C or above); a degree is beneficial but not essential
  
  

What We Offer

• Comprehensive training and mentoring from experienced professionals
• A supportive, inclusive team environment
• Opportunities to attend events and grow your professional network
• Career progression based on your interests and performance
• A chance to contribute to a respected and growing business
  
  

Good to know

Hybrid working policy: 3 days a week in the office to work with colleagues and collaborate. Offices located in Fleet Street, London and Godalming, Surrey.

Right to Work: you must hold the long-term right to work in the UK without the need for sponsorship as we're unable to provide Skilled Worker sponsorship.

If you're ready to take the first step into a sales career — and want to do it in a supportive, inclusive environment — we'd love to hear from you!

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.