Hybrid B2B Sales Exec for Financial Advisers

Defaqto Limited; Greater London; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A leading financial services provider in London is seeking a Business Development Executive to drive high volume transactional sales to individual financial advisers. This telephone/Teams based role requires strong closing skills and a proven track record in B2B sales. Experience in the UK financial advice market is desirable. The position offers a hybrid work model, requiring office attendance three days a week. You'll engage advisers via various channels, manage a fast-paced pipeline, and contribute to the growth of the firm's service offerings.

Benefits

Wellbeing programme

Social and charity events

Flexible working arrangements

Fresh fruit in the office

Qualifications

• Proven track record in transactional or high-volume B2B sales.
• Familiarity with the UK financial advice market is desirable.
• Ability to drive client engagement by building trust.

Responsibilities

• Proactively identify and engage individual advisers via phone and email.
• Deliver concise, impactful product demonstrations tailored to adviser needs.
• Close deals efficiently to meet revenue targets.

Skills

High-volume outbound sales

Strong closing ability

Resilience in fast-paced environments

Ability to learn quickly

Organised approach to CRM

Job description

A leading financial services provider in London is seeking a Business Development Executive to drive high volume transactional sales to individual financial advisers. This telephone/Teams based role requires strong closing skills and a proven track record in B2B sales. Experience in the UK financial advice market is desirable. The position offers a hybrid work model, requiring office attendance three days a week. You'll engage advisers via various channels, manage a fast-paced pipeline, and contribute to the growth of the firm's service offerings.