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- Proactive
- Inbound enquiries
- Strong commission structure
- Engage with a high volume of inbound enquiries, responding promptly and professionally.
- Build and nurture strong relationships with IFAs and Wealth Managers, becoming a trusted partner.
- Proactively identify opportunities to drive business growth and expand the client base.
- Conduct face-to-face, phone, and virtual meetings, presenting solutions and closing deals.
- Take ownership of your sales pipeline, ensuring a structured, results-focused approach.
- Work five days a week in the office, collaborating with an ambitious team.
- Represent the company at industry events and roadshows, occasionally working outside regular hours.
- Stay ahead of industry trends, competitor activity, and emerging opportunities.
- Proven sales experience in Financial Services, ideally within a FinTech environment.
- Experience working with IFAs, Wealth Managers, or Financial Advisers.
- A high-energy, self-motivated attitude with a drive to exceed targets.
- Excellent communication and relationship-building skills.
- Ability to adapt in a fast-paced, startup environment—things move quickly here!
- Strong organisational skills, with experience using CRM systems and digital tools.
