37 Financial Sales jobs in the United Kingdom

Account Director_Financial Services

London, London Sigmoid

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About Sigmoid Analytics: Sigmoid enables business transformation using data and analytics, leveraging real-time insights to make accurate and fast business decisions, by building modern data architectures using cloud and open source. Some of the world’s largest data producers engage with Sigmoid to solve complex business problems. Sigmoid brings deep expertise in data engineering, predictive analytics, artificial intelligence, and DataOps. Sigmoid has been recognized as one of the fastest growing technology companies in North America in 2020, 2021, 2022, 2023, 2024 by Financial Times, Inc. 5000, and Deloitte Technology Fast 500. Having started in 2013 by three IIT Kharagpur Alumni, Rahul, Lokesh & Mayur. We have now grown into a 900 members strong team with offices in San Francisco, Jersey City, Dallas, London, Amsterdam, Peru and Bangalore, India. Sigmoid is rapidly growing & is backed by Sequoia Capital. Why Sigmoid? Inc. 500 Fastest-Growing Companies (4 years running) Deloitte Technology Fast 500 (4 years running) Top Employer: AIM’s 50 Best Firms for Data Scientists Recently named British Data Awards Finalist & more accolades on the way! Accelerate your career with a fast-growing, innovative company. Apply now and be part of our award-winning team! Job Description: Sigmoid is seeking a leader to be responsible for growing client engagements and setting the charter for Sigmond’s Financial Services (Capital Markets) accounts. They are accountable for overall account management activities and serve as leaders overseeing revenue growth and maintain indirect responsibility for shared service work activities. They are also skilled in having difficult client and employee conversations within the context of project management and they consistently demonstrate an advanced ability to rally a team to deliver high client satisfaction. Account Director will establish, maintain and grow strong, strategic partnerships with clients by ensuring the successful execution of deliverables. Provide thought leadership on strategic planning initiatives, and engage a cross-functional team to deliver high levels of overall service and delivery. He/she will: Develop a good understanding of customer’s needs in industry, competitors, market pressures and incorporate this thinking into compelling propositions. Establish strong relationships with Financial Services clients (preferably Capital Markets) to promote Sigmoid and our service offerings. Drive new business on existing accounts and participate in new business development efforts. Consistently demonstrates financial acumen through ensuring revenue and profitability targets are met on account(s). Proactively manage the business to client through supporting and leading staffing and resource management. Conduct QBR, understand challenges, ensure CSAT and in partnership with delivery managers and technical teams ensure that there are no hiccups in the relationship Ability to travel to clients frequently and sometimes with little advance notice Lead execution of all client work, ensuring it meets or exceeds client’s objectives, is in line with company’s creative philosophy and is of the highest quality. Qualifications: Bachelor's degree required in Technical/Business discipline. 8-15 years of experience in client services/account management in consultative services selling Business acumen to develop and manage budgets/forecasts/ pro forma Exceptional written and verbal skills, including presentation and client engagement Ability to multi-task and work well in a fast changing environment Consistent, keen attention to detail; successfully deliver on high expectations Advanced Word, Excel, and PowerPoint skills41bf1e1f-b16b-4260-a40a-17c77a06fd15
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Structurer - Commodities Financial Institutions Sales & Structuring

London, London Citigroup

Posted today

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**Introduction:**
Are you an experienced structurer with deep technical expertise and a passion for developing innovative financial products? Citi is seeking a senior Structurer to join our Commodities Financial Institutions Sales & Structuring team. This role offers a unique opportunity to drive the growth of our global Commodities business by creating cutting-edge solutions for a diverse range of financial institutions.
**Team/Role Overview:**
The Commodities Financial Institutions Sales & Structuring team is a key driver of growth within Citi's global Commodities business. We are responsible for developing and delivering innovative products and solutions to our Financial Institution (FI) clients, including Asset Managers (Real Money and Hedge Funds), Commercial and Private Banks, Central Banks, Pension and Sovereign Wealth Funds, and other Financial Institutions. This team operates at the intersection of client needs, market opportunities, and internal capabilities, requiring strong commercial awareness and the ability to guide both external clients and internal stakeholders.
**What You'll Do:**
+ Take an active and leading role in the origination and development of new product initiatives across the global FI client base.
+ Structure a wide range of products, including:
+ Structured Products and Derivatives
+ Bespoke Hedging and Financing Solutions
+ Exchange Traded Products
+ Contribute to new initiatives across the global Commodities business, specifically in areas such as Funding, Liquidity, and Risk Recycling.
+ Develop comprehensive product proposals and actively participate in client meetings alongside Commodities and Markets Sales teams.
+ Perform pre-trade and post-trade Risk and P&L analysis.
+ Work in close partnership with control functions (Legal, Compliance, Market and Credit Risk, Audit, Finance) to ensure robust governance and control infrastructure.
+ Foster a culture of responsible finance, good governance, supervision, expense discipline, and ethics.
+ Appropriately assess risk/reward of transactions when making business decisions, ensuring proper consideration for the firm's reputation.
+ Adhere to Citi's Code of Conduct and the Plan of Supervision for Global Markets and Securities Services.
+ Maintain all required registrations/licenses within the appropriate timeframe.
+ Assess risk appropriately when making business decisions, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment, and escalating, managing and reporting control issues with transparency.
**What We'll Need From You:**
+ Demonstrated structuring experience in a large financial institution.
+ Proven expertise in derivatives and financing solutions.
+ End-to-end experience in delivering new product initiatives.
+ Previous Commodities experience is desirable.
+ Strong quantitative and analytical skills.
+ Excellent written and verbal communication skills.
+ Ability to work effectively with cross-functional groups and multiple stakeholders in a cohesive manner.
+ Bachelor's University degree in a technical / quantitative field, such as Engineering, Physics, or Mathematics. A Master's degree is preferred.
**What We Can Offer You:**
+ **Senior Leadership Role:** Hold a senior position influencing product development and business growth within global Commodities.
+ **Innovation & Impact:** Drive the origination and development of new, innovative products that cater to a wide range of financial institutions.
+ **Broad Exposure:** Work on diverse topics across the global Commodities business, gaining exposure to funding, liquidity, and risk recycling initiatives.
+ **Collaborative Environment:** Engage with various internal and external stakeholders, including clients, sales, and control functions.
+ **Career Growth:** Enhance your expertise in structuring, product development, and client solutions within a leading global financial institution.
If you are a highly motivated and experienced Structurer with a passion for innovation in commodities, we encourage you to apply.
Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime.
The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016.
Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role.
Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety:
- Honesty, integrity and reputation
- Financial soundness
- Competence and capability
In order to comply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above.
This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, regulated reference checks, credit checks and other background screening checks.
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**Job Family Group:**
Institutional Trading
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**Job Family:**
Structuring
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**Time Type:**
Full time
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**Most Relevant Skills**
Please see the requirements listed above.
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**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
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_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
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Sales Executive (Financial Services)

North East, North East £28000 - £70000 Annually Integrity Talent Solutions Ltd

Posted 2 days ago

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Job Description

permanent

Financial Advisor (Non-Diploma)

Salary: 28,000 Basic, Rising to 32k after probation (40-70K+ OTE Year1)

Location: Fully Remote

The Company

A leading organisation within the Financial Services Sector is currently recruiting for Financial Advisors to join their existing team. Utilising your exceptional sales experience, you will help families and individuals reach their financial goals. You will be responsible for a customer database, which you will build, mainly dealing with warm leads or existing clients. This is a targeted role, you will schedule and conduct client meetings via MS Teams. You must have strong sales skills and the desire to achieve targets.

Key Responsibilities & Duties

  • Achievement of agreed sales and operating objectives
  • Carry out regular reviews with your customers
  • Expand existing customer base through referrals and other agreed direct sales strategies
  • Contribute at regular team meetings with the Area Manager and Financial Advisers
  • Able to build and maintain strong customer relationships
  • Sales background, previous experience in financial services is required.

Remuneration & Benefits

  • 28,000 basic salary (after 6 months this increases to 32,000 then on a tiered basis up to 40,000 basic)
  • Uncapped earning potential (OTE for first year up to 70,000)
  • 25 days holiday plus bank holidays
  • 3 weeks initial training then following 6 months ongoing studying to achieve CF1.
  • Pension scheme
  • Life cover
  • Working hours are 35 hours a week Monday to Friday, although there is flexibility needed. You manage your own diary and appointments.
This advertiser has chosen not to accept applicants from your region.

Sales Executive (Financial Services)

Scotland, Scotland £28000 - £70000 Annually Integrity Talent Solutions Ltd

Posted 2 days ago

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Job Description

permanent

Financial Advisor (Non-Diploma)

Salary: 28,000 Basic, Rising to 32k after probation (40-70K+ OTE Year1)

Location: Fully Remote

The Company

A leading organisation within the Financial Services Sector is currently recruiting for Financial Advisors to join their existing team. Utilising your exceptional sales experience, you will help families and individuals reach their financial goals. You will be responsible for a customer database, which you will build, mainly dealing with warm leads or existing clients. This is a targeted role, you will schedule and conduct client meetings via MS Teams. You must have strong sales skills and the desire to achieve targets.

Key Responsibilities & Duties

  • Achievement of agreed sales and operating objectives
  • Carry out regular reviews with your customers
  • Expand existing customer base through referrals and other agreed direct sales strategies
  • Contribute at regular team meetings with the Area Manager and Financial Advisers
  • Able to build and maintain strong customer relationships
  • Sales background, previous experience in financial services is required.

Remuneration & Benefits

  • 28,000 basic salary (after 6 months this increases to 32,000 then on a tiered basis up to 40,000 basic)
  • Uncapped earning potential (OTE for first year up to 70,000)
  • 25 days holiday plus bank holidays
  • 3 weeks initial training then following 6 months ongoing studying to achieve CF1.
  • Pension scheme
  • Life cover
  • Working hours are 35 hours a week Monday to Friday, although there is flexibility needed. You manage your own diary and appointments.
This advertiser has chosen not to accept applicants from your region.

Sales Executive (Financial Services)

North East, North East Integrity Talent Solutions Ltd

Posted 5 days ago

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Job Description

full time

Financial Advisor (Non-Diploma)

Salary: 28,000 Basic, Rising to 32k after probation (40-70K+ OTE Year1)

Location: Fully Remote

The Company

A leading organisation within the Financial Services Sector is currently recruiting for Financial Advisors to join their existing team. Utilising your exceptional sales experience, you will help families and individuals reach their financial goals. You will be responsible for a customer database, which you will build, mainly dealing with warm leads or existing clients. This is a targeted role, you will schedule and conduct client meetings via MS Teams. You must have strong sales skills and the desire to achieve targets.

Key Responsibilities & Duties

  • Achievement of agreed sales and operating objectives
  • Carry out regular reviews with your customers
  • Expand existing customer base through referrals and other agreed direct sales strategies
  • Contribute at regular team meetings with the Area Manager and Financial Advisers
  • Able to build and maintain strong customer relationships
  • Sales background, previous experience in financial services is required.

Remuneration & Benefits

  • 28,000 basic salary (after 6 months this increases to 32,000 then on a tiered basis up to 40,000 basic)
  • Uncapped earning potential (OTE for first year up to 70,000)
  • 25 days holiday plus bank holidays
  • 3 weeks initial training then following 6 months ongoing studying to achieve CF1.
  • Pension scheme
  • Life cover
  • Working hours are 35 hours a week Monday to Friday, although there is flexibility needed. You manage your own diary and appointments.
This advertiser has chosen not to accept applicants from your region.

Sales Executive (Financial Services)

Scotland, Scotland Integrity Talent Solutions Ltd

Posted 5 days ago

Job Viewed

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Job Description

full time

Financial Advisor (Non-Diploma)

Salary: 28,000 Basic, Rising to 32k after probation (40-70K+ OTE Year1)

Location: Fully Remote

The Company

A leading organisation within the Financial Services Sector is currently recruiting for Financial Advisors to join their existing team. Utilising your exceptional sales experience, you will help families and individuals reach their financial goals. You will be responsible for a customer database, which you will build, mainly dealing with warm leads or existing clients. This is a targeted role, you will schedule and conduct client meetings via MS Teams. You must have strong sales skills and the desire to achieve targets.

Key Responsibilities & Duties

  • Achievement of agreed sales and operating objectives
  • Carry out regular reviews with your customers
  • Expand existing customer base through referrals and other agreed direct sales strategies
  • Contribute at regular team meetings with the Area Manager and Financial Advisers
  • Able to build and maintain strong customer relationships
  • Sales background, previous experience in financial services is required.

Remuneration & Benefits

  • 28,000 basic salary (after 6 months this increases to 32,000 then on a tiered basis up to 40,000 basic)
  • Uncapped earning potential (OTE for first year up to 70,000)
  • 25 days holiday plus bank holidays
  • 3 weeks initial training then following 6 months ongoing studying to achieve CF1.
  • Pension scheme
  • Life cover
  • Working hours are 35 hours a week Monday to Friday, although there is flexibility needed. You manage your own diary and appointments.
This advertiser has chosen not to accept applicants from your region.

Sales Specialist - Financial Institutions

London, London S&P Global

Posted 11 days ago

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**About the Role:**
**Grade Level (for internal use):**
10
**Sales Specialist - Financial Institutions (DACH Region)**
**About the Role:**
Join our elite Financial Institutions sales team at S&P Global as a Sales Specialist, where you'll drive business growth and foster client relationships across key segments including Banks, Insurance, Private Equity, and Investment Management. This role combines strategic sales expertise with modern sales technology to deliver exceptional client value, with a primary focus on the DACH region.
**Key Responsibilities:**
+ Execute targeted business development campaigns for Capital IQ products, including Desktop, Feeds, and Sustainability solutions in the DACH region.
+ Develop and implement strategic account plans with the account team for named accounts within the German-speaking Financial Institutions sector.
+ Identify and capitalize on market opportunities to expand S&P Global's footprint in the DACH financial markets.
+ Build and maintain strong relationships with key decision-makers across DACH-based client organizations.
+ Provide consultative solutions that align with clients' business objectives.
+ Leverage SalesLoft and other sales technologies to optimize client outreach and engagement.
+ Maintain accurate pipeline data and forecast information in CRM systems.
+ Drive portfolio expansion through strategic upsell and cross-sell initiatives within the DACH market.
+ Identify and develop new revenue streams within existing DACH accounts.
**Required Qualifications:**
+ 5+ years of successful sales experience in the Buy-side or Sell-Side.
+ Proven track record of meeting or exceeding sales targets.
+ Native/Business fluent German required, with excellent English skills.
+ Bachelor's degree in Business, Finance, or related field.
+ Experience in DACH market financial services industry.
+ Experience selling Desktop/Terminal, Datafeeds, and Sustainability solutions to the Buy-side and Sell-side.
**Essential Skills & Competencies:**
+ Strong hunting mentality and ability to build business from scratch.
+ Demonstrated experience with MEDDICC or other similar sales methodologies.
+ Deep understanding of DACH region financial markets and institutional client needs.
+ Excellence in prospecting and new business development.
+ Proficiency in modern sales technologies (SalesLoft, CRM systems).
+ Outstanding presentation and communication skills in both German and English.
+ Proven ability to manage complex, multi-stakeholder sales cycles.
+ Strategic thinking and analytical problem-solving capabilities.
+ Strong cultural understanding of German-speaking business environment.
**About S&P Global Market Intelligence**
At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.
For more information, visit .
**What's In It For** **You?**
**Our Purpose:**
Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology-the right combination can unlock possibility and change the world.
Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress.
**Our People:**
We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.
From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We're constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.
**Our Values:**
**Integrity, Discovery, Partnership**
At S&P Global, we focus on Powering Global Markets. Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of **integrity** in all we do, bring a spirit of **discovery** to our work, and collaborate in close **partnership** with each other and our customers to achieve shared goals.
**Benefits:**
We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global.
Our benefits include:
+ Health & Wellness: Health care coverage designed for the mind and body.
+ Flexible Downtime: Generous time off helps keep you energized for your time on.
+ Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
+ Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
+ Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
+ Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference.
For more information on benefits by country visit: Hiring and Opportunity at S&P Global:**
At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.
---
**Equal Opportunity Employer**
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.
If you need an accommodation during the application process due to a disability, please send an email to:? ?and your request will be forwarded to the appropriate person?
**US Candidates Only:** The EEO is the Law Poster ? describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - - Sales (EEO-2 Job Categories-United States of America), SLSOUS402.1 - Middle Professional Tier I-Ou Sales (EEO Job Group)
**Job ID:** 313093
**Posted On:** 2025-05-26
**Location:** London, United Kingdom
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Area Sales Manager (Financial Solutions)

South East, South East Hudson Shribman

Posted 2 days ago

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Job Description

permanent

Area Sales Manager (Financial Solutions)        cCompetitive Base + OTE (80-100k) + Car Allowance

Remote - South East ABJ7402

As an experienced ambitious Area Sales Manager, you would be joining a national sales team with unparalleled growth within a leading financial services organisation that empowers British business. As a B2B Area Sales Manager you will be responsible for identifying and engaging with key industrial business partners to offer finance solutions,  maximise sales, and increase business development for future business growth of the company.

As area sales manager with a background in financial solutions expertise OR industry knowledge of the industrial sector, you would liaise with key stakeholders (procurement/ engineering managers, finance directors, ‘decision makers’) to provide flexible uniquely tailored funding solutions to support and target SME /businesses across the UK for their purchase of e.g. industrial vehicles / haulage (vans/ trailers/ lorries etc)  / plant machinery / manufacturing equipment etc.

Home-based (remote) - Own vehicle required.

What can we offer you?

  • Uncapped commission structure with OTE 80-120k 1st year.
  • li>Commission paid on every 'deal'  li>Supportive team structure.
  • Thorough training in HO to start the role quickly and informatively.
  • Remote working environment.
  • Superb benefits + car allowance + mileage (not car).  

Key Responsibilities

    li>Cold calling and generating new business from scratch for new customer engagement within the UK, targeting accounts and representing the company to increase current UK sales.
  • Prepare, maintain and develop the Key Account Financial Plans to customers offering financial solutions e.g. Hire Purchase, Sale and HP Back (equity release from assets) and Finance Lease.
  • Liaise with key contacts /customers about medium and long-term sales forecasting.
  • Updating the sales CRM systems with logging call activity – key to organisation and follow-ups.
  • < i>Management of customer complaints in close liaison with teams, ensuring effective and proactive communication and resolution.
  • Management of various customer projects both with the customer and internally within the company.
  • Develop positive, proactive relationships across internal departments and with external stakeholders.
  • Ensure that all company governance and compliance requirements are adhered to.

Qualifications / Experience

  • Experience of working in a commercial B2B environment.
  • Solid experience in industr ial sales’ / business development OR financial services experience
  • Desirable  - Experience of offering finance solutions e.g. Hire Purchase, Sale and HP Back (equity release from assets) and Finance Lease.  Full training given.
  • < i>Evidence of cold calling and travelling to customer sites. (Autonomy /freedom with your own customer base).   li>Maintain a strong relationship within internal and external stakeholders.
  • High levels commercial acumen with strong interpersonal skills
  • Self-motivated, proactive & enthusiastic individual.
  • Excellent communication and influencing skills, able to understand technical information and promote company financial solutions and products.
  • Effectively manage and maintain peer and business relationships with a high degree of integrity and trust.

Salary Base + uncapped commission (Base / OTE 80-100k) |Pension- EC – 10%: Private Medical Insurance; Life Assurance etc. Social events.  Remote working.  To Apply : Please contact Alison Basson, job ref ABJ7402 on (phone number removed) or preferably apply to 

This advertiser has chosen not to accept applicants from your region.
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Area Sales Manager (Financial Solutions)

South East, South East Hudson Shribman

Posted 6 days ago

Job Viewed

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Job Description

full time

Area Sales Manager (Financial Solutions)        cCompetitive Base + OTE (80-100k) + Car Allowance

Remote - South East ABJ7402

As an experienced ambitious Area Sales Manager, you would be joining a national sales team with unparalleled growth within a leading financial services organisation that empowers British business. As a B2B Area Sales Manager you will be responsible for identifying and engaging with key industrial business partners to offer finance solutions,  maximise sales, and increase business development for future business growth of the company.

As area sales manager with a background in financial solutions expertise OR industry knowledge of the industrial sector, you would liaise with key stakeholders (procurement/ engineering managers, finance directors, ‘decision makers’) to provide flexible uniquely tailored funding solutions to support and target SME /businesses across the UK for their purchase of e.g. industrial vehicles / haulage (vans/ trailers/ lorries etc)  / plant machinery / manufacturing equipment etc.

Home-based (remote) - Own vehicle required.

What can we offer you?

  • Uncapped commission structure with OTE 80-120k 1st year.
  • li>Commission paid on every 'deal'  li>Supportive team structure.
  • Thorough training in HO to start the role quickly and informatively.
  • Remote working environment.
  • Superb benefits + car allowance + mileage (not car).  

Key Responsibilities

    li>Cold calling and generating new business from scratch for new customer engagement within the UK, targeting accounts and representing the company to increase current UK sales.
  • Prepare, maintain and develop the Key Account Financial Plans to customers offering financial solutions e.g. Hire Purchase, Sale and HP Back (equity release from assets) and Finance Lease.
  • Liaise with key contacts /customers about medium and long-term sales forecasting.
  • Updating the sales CRM systems with logging call activity – key to organisation and follow-ups.
  • < i>Management of customer complaints in close liaison with teams, ensuring effective and proactive communication and resolution.
  • Management of various customer projects both with the customer and internally within the company.
  • Develop positive, proactive relationships across internal departments and with external stakeholders.
  • Ensure that all company governance and compliance requirements are adhered to.

Qualifications / Experience

  • Experience of working in a commercial B2B environment.
  • Solid experience in industr ial sales’ / business development OR financial services experience
  • Desirable  - Experience of offering finance solutions e.g. Hire Purchase, Sale and HP Back (equity release from assets) and Finance Lease.  Full training given.
  • < i>Evidence of cold calling and travelling to customer sites. (Autonomy /freedom with your own customer base).   li>Maintain a strong relationship within internal and external stakeholders.
  • High levels commercial acumen with strong interpersonal skills
  • Self-motivated, proactive & enthusiastic individual.
  • Excellent communication and influencing skills, able to understand technical information and promote company financial solutions and products.
  • Effectively manage and maintain peer and business relationships with a high degree of integrity and trust.

Salary Base + uncapped commission (Base / OTE 80-100k) |Pension- EC – 10%: Private Medical Insurance; Life Assurance etc. Social events.  Remote working.  To Apply : Please contact Alison Basson, job ref ABJ7402 on (phone number removed) or preferably apply to 

This advertiser has chosen not to accept applicants from your region.

Private Client Sales Director (Financial Services)

London, London £58000 - £60000 Annually Ernest Gordon Recruitment Limited

Posted 2 days ago

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Job Description

permanent

Private Client Sales Director (Level 4 / New Business)

58,000-60,000 + OTE Year 1 (Apply online only)k, Years 2-4 (Apply online only)k, Year 5+ 500k + 14% Pension + Training + Bonus + Commission + Company Benefits

Remote


Are you a new business focused Level 4 Financial Advisor looking for a varied and autonomous role where you will be involved in spearheading the continued expansion of this 47 million turnover business who offer a range of competitive benefits including a 14% pension?

This US Asset Management company have over 200 billion under their management and they are focused on continued growth. They are looking for Salespeople with Financial Services background to come on board and boost their reach,

This role is lead supported meaning there will be no cold calling. Your role will involve contacting leads generated by the marketing team and conducting initial meetings. You will then earn commission they decide to invest their money with the business.

This is a role is remote with the opportunity to work out of the companies canary wharf office (expenses paid) when desired. You will have autonomy to work your desk how you see fit with extensive training in the first 4 weeks, 2 of which will be in the London office.

Several company benefits including commission, a bonus, a bi-annual bonus, 14% pension, remote working and the opportunity to earn life changing sums of money.

This role would suit a Salesperson similar looking for an exciting and varied role where you will be responsible for the continued expansion of the business going forward.

Earning potential for this role is astronomical. You will receive a 60k basic with commission increasing you to the below expected rates.

Year 1 100,000 -140,000
Years 2-4 200,000- 300,000
Year 5+ 500,000

THE ROLE:
* New Business Development from leads generated by the marketing teams.
* Conducting meetings with prospective clients before handing them over to a client relationship manager.
* Remote with the opportunity to work out of the London office expenses paid.

THE PERSON:
* Demonstratable sales skills
* Looking to earn life changing sums of money
* Level 4 qualification in financial advice recognised by the Financial Conduct Authority

Reference number: BBBH19554A

Keywords: Business Development Manager, Sales Manager, New Business Development, Level 4, Financial Advisor, Private Client

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.

Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.

This advertiser has chosen not to accept applicants from your region.

Private Client Sales Director (Financial Services)

EC1 London, London Ernest Gordon Recruitment Limited

Posted 5 days ago

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Job Description

full time

Private Client Sales Director (Level 4 / New Business)

58,000-60,000 + OTE Year 1 (Apply online only)k, Years 2-4 (Apply online only)k, Year 5+ 500k + 14% Pension + Training + Bonus + Commission + Company Benefits

Remote


Are you a new business focused Level 4 Financial Advisor looking for a varied and autonomous role where you will be involved in spearheading the continued expansion of this 47 million turnover business who offer a range of competitive benefits including a 14% pension?

This US Asset Management company have over 200 billion under their management and they are focused on continued growth. They are looking for Salespeople with Financial Services background to come on board and boost their reach,

This role is lead supported meaning there will be no cold calling. Your role will involve contacting leads generated by the marketing team and conducting initial meetings. You will then earn commission they decide to invest their money with the business.

This is a role is remote with the opportunity to work out of the companies canary wharf office (expenses paid) when desired. You will have autonomy to work your desk how you see fit with extensive training in the first 4 weeks, 2 of which will be in the London office.

Several company benefits including commission, a bonus, a bi-annual bonus, 14% pension, remote working and the opportunity to earn life changing sums of money.

This role would suit a Salesperson similar looking for an exciting and varied role where you will be responsible for the continued expansion of the business going forward.

Earning potential for this role is astronomical. You will receive a 60k basic with commission increasing you to the below expected rates.

Year 1 100,000 -140,000
Years 2-4 200,000- 300,000
Year 5+ 500,000

THE ROLE:
* New Business Development from leads generated by the marketing teams.
* Conducting meetings with prospective clients before handing them over to a client relationship manager.
* Remote with the opportunity to work out of the London office expenses paid.

THE PERSON:
* Demonstratable sales skills
* Looking to earn life changing sums of money
* Level 4 qualification in financial advice recognised by the Financial Conduct Authority

Reference number: BBBH19554A

Keywords: Business Development Manager, Sales Manager, New Business Development, Level 4, Financial Advisor, Private Client

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.

Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.

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