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- Tasks: Make warm calls to existing customers and identify new opportunities.
- Company: Join a well-established financial services business supporting small UK businesses.
- Benefits: Enjoy career progression, dynamic team culture, and potential for remote work.
- Why this job: Great opportunity to build relationships and kickstart your career in financial services.
- Qualifications: Excellent communication skills and self-motivation are key; previous experience is a plus.
- Other info: This role is a stepping stone into the financial services sector.
The predicted salary is between 28800 - 48000 £ per year.
Our client is a well established financial services business who provide funding solutions to small businesses across the UK. They are growing significantly, and are looking for a number of customer development specialists to join their dynamic team in central Liverpool.
The role is responsible for making warm outbound calls to existing business customers in order build and maintain lasting relationships and to identify new opportunities, which would be passed onto the field sales team.
You will promote the range of services and products offered by the business, building a pipeline of contacts, and managing these contacts in terms of diarising call backs/keep in touch calls throughout the year.
We are looking for candidates who have had some work experience, ideally within a similar customer service or sales related environment, however this isn’t essential – more importantly you will have excellent communication skills, good attention to detail, be self motivated and able to work in a fast paced environment.
This role is seen as a stepping stone into the financial services sector, and offers genuine career progression for ambitious individuals.
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Customer Development Executive – Financial Services (B2B) employer: CBC Recruitment Solutions
Contact Detail:
CBC Recruitment Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Development Executive – Financial Services (B2B)
✨Tip Number 1
Familiarise yourself with the financial services industry, especially funding solutions for small businesses. Understanding the market and the specific challenges these businesses face will help you engage more effectively during conversations.
✨Tip Number 2
Practice your communication skills by role-playing potential customer interactions with a friend or mentor. This will help you become more comfortable making outbound calls and addressing customer needs.
✨Tip Number 3
Network with professionals in the financial services sector through LinkedIn or local events. Building connections can provide insights into the industry and may even lead to referrals for the position.
✨Tip Number 4
Stay organised by creating a system for tracking your outreach efforts and follow-ups. This will demonstrate your ability to manage relationships and maintain contact with potential clients, which is crucial for this role.
We think you need these skills to ace Customer Development Executive – Financial Services (B2B)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights any relevant experience in customer service or sales. Emphasise your communication skills and ability to work in a fast-paced environment, as these are key for the role.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the financial services sector and explain why you want to join this particular company. Mention how your skills align with the responsibilities of the Customer Development Executive role.
Showcase Your Skills: During the application process, provide examples of how you've successfully built relationships with customers in previous roles. Highlight your attention to detail and self-motivation, as these traits are essential for success in this position.
Follow Up: After submitting your application, consider sending a polite follow-up email to express your continued interest in the role. This can help keep you on the radar of the hiring team and demonstrate your proactive nature.
How to prepare for a job interview at CBC Recruitment Solutions
✨Showcase Your Communication Skills
As a Customer Development Executive, excellent communication is key. During the interview, make sure to articulate your thoughts clearly and confidently. Practice common interview questions with a friend to refine your delivery.
✨Demonstrate Your Relationship-Building Ability
This role involves building lasting relationships with customers. Be prepared to share examples from your past experiences where you successfully developed rapport with clients or colleagues. Highlight your ability to listen and respond to their needs.
✨Research the Company and Its Services
Familiarise yourself with the financial services offered by the company. Understanding their products will not only help you answer questions more effectively but also show your genuine interest in the role and the business.
✨Prepare for Fast-Paced Scenarios
Since the role requires working in a fast-paced environment, be ready to discuss how you handle pressure and manage multiple tasks. Share specific examples of how you've successfully navigated busy periods in previous roles.
