Business Development Executive – Financial Services
Business Development Executive – Financial Services

Business Development Executive – Financial Services

Liverpool Full-Time 28800 - 48000 £ / year (est.) No home office possible
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CBC Recruitment Solutions

At a Glance

  • Tasks: Make outbound calls to identify and convert new business opportunities.
  • Company: Join a well-established financial services firm supporting small businesses across the UK.
  • Benefits: Enjoy a dynamic work environment in central Liverpool with growth opportunities.
  • Why this job: Kickstart your career in sales with a clear path to progression into field sales.
  • Qualifications: Excellent communication skills and self-motivation are key; prior experience is a plus.
  • Other info: This role offers a chance to build valuable contacts and develop your sales skills.

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 Business Development Executives to join their dynamic team in central Liverpool.

The role is responsible for making outbound calls to business customers in order to identify and convert new opportunities, which would be passed onto the field sales team.

You will sell 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 sales 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 a field sales role after time for those who are successful and wanting to progress.

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Business Development Executive – Financial Services employer: CBC Recruitment Solutions

Join a thriving financial services business in the heart of Liverpool, where you will be part of a dynamic team dedicated to providing essential funding solutions to small businesses across the UK. With a strong focus on employee growth, this role offers a clear pathway to advance into field sales, alongside a supportive work culture that values communication and motivation. Enjoy the benefits of working in a vibrant city, with opportunities for professional development and a collaborative environment that fosters success.
CBC Recruitment Solutions

Contact Detail:

CBC Recruitment Solutions Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Business Development Executive – Financial Services

Tip Number 1

Familiarise yourself with the financial services industry, especially funding solutions for small businesses. Understanding the market trends and challenges will help you engage more effectively during conversations with potential clients.

Tip Number 2

Practice your communication skills by role-playing sales scenarios with friends or family. This will help you become more comfortable making outbound calls and improve your ability to identify and convert opportunities.

Tip Number 3

Network with professionals in the financial services sector through LinkedIn or local business events. Building connections can provide valuable insights and potentially lead to referrals or recommendations.

Tip Number 4

Stay organised by creating a system for tracking your contacts and follow-ups. This will not only help you manage your pipeline effectively but also demonstrate your attention to detail and self-motivation to potential employers.

We think you need these skills to ace Business Development Executive – Financial Services

Excellent Communication Skills
Outbound Sales Experience
Attention to Detail
Self-Motivation
Time Management
Customer Relationship Management
Pipeline Management
Problem-Solving Skills
Adaptability
Fast-Paced Work Environment
Networking Skills
Persuasion Skills
Goal-Oriented Mindset
Basic Financial Knowledge

Some tips for your application 🫡

Understand the Role: Read the job description carefully to understand the responsibilities and requirements of the Business Development Executive position. Tailor your application to highlight relevant skills and experiences that align with the role.

Highlight Relevant Experience: Even if you don't have direct experience in sales, think about any roles where you've demonstrated strong communication skills or customer service. Use specific examples to showcase how these experiences make you a good fit for the position.

Craft a Compelling Cover Letter: Write a cover letter that not only introduces yourself but also explains why you're interested in this role and how you can contribute to the company's growth. Make sure to express your motivation and enthusiasm for the opportunity.

Proofread Your Application: Before submitting your application, take the time to proofread your CV and cover letter. Check for spelling and grammatical errors, and ensure that your documents are well-structured and easy to read.

How to prepare for a job interview at CBC Recruitment Solutions

Research the Company

Before your interview, take some time to learn about the financial services business and its offerings. Understanding their funding solutions and target market will help you tailor your responses and show genuine interest.

Demonstrate Your Communication Skills

As a Business Development Executive, strong communication is key. Practice articulating your thoughts clearly and confidently. Be prepared to discuss how you've successfully communicated with clients or colleagues in the past.

Showcase Your Sales Experience

Even if you don't have direct experience in a sales environment, think of any relevant experiences where you've had to persuade or influence others. Prepare examples that highlight your ability to identify opportunities and close deals.

Prepare Questions for Them

Interviews are a two-way street. Prepare insightful questions about the company's growth plans, team dynamics, and what success looks like in this role. This shows your enthusiasm and helps you assess if the company is the right fit for you.

Business Development Executive – Financial Services
CBC Recruitment Solutions
Location: Liverpool
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