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- Tasks: Engage with customers, provide finance quotes, and mentor team members.
- Company: Join a leading financial services firm supporting small businesses across the UK.
- Benefits: Enjoy uncapped earnings potential and a vibrant team environment in central Liverpool.
- Why this job: Be part of a growing company that values relationships and offers real impact in the financial sector.
- Qualifications: Experience in asset finance or other financial services, with strong communication and organisational skills.
- Other info: Opportunity for career growth in a dynamic and supportive team.
The predicted salary is between 36000 - 60000 £ 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 Account Executives to join their dynamic team in central Liverpool.
The role is responsible for prospecting new, and building relationships with existing customers to increase business opportunities and growth. You will provide new finance quotations, and ensure they are followed up in a timely manner to maximise conversions to new deals. In addition, you will be responsible for processing approved deals through to pay out.
This role will also be responsible for supporting the head of sales with mentoring less experienced members of the team.
We are keen to speak to candidates who have either:
Asset Finance sales & sales support experience
Sales Experience from other areas of financial services or banking (eg car finance, business banking)
In addition, you will have excellent communication skills, strong attention to detail, be tenacious and well organised.
OTE for the role is uncapped, but typically £50-55k.
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Customer Account 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 Account Executive – Financial Services (B2B)
✨Tip Number 1
Familiarise yourself with the financial services industry, particularly asset finance and business banking. Understanding the nuances of these sectors will help you engage more effectively with potential clients and demonstrate your expertise during interviews.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work in sales roles. Attend industry events or join relevant online forums to build connections that could lead to referrals or insider information about the role.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully built relationships with clients in previous roles. Highlight your ability to follow up on leads and convert them into deals, as this is crucial for the Account Executive position.
✨Tip Number 4
Showcase your mentoring skills by preparing examples of how you've supported less experienced colleagues in the past. This will demonstrate your leadership potential and align with the responsibilities of supporting the head of sales.
We think you need these skills to ace Customer Account Executive – Financial Services (B2B)
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the key responsibilities and required skills. Tailor your application to highlight your relevant experience in asset finance sales or other areas of financial services.
Craft a Compelling CV: Ensure your CV is up-to-date and clearly outlines your experience in sales, particularly in financial services. Use bullet points to make it easy to read and focus on achievements that demonstrate your ability to build relationships and close deals.
Write a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific examples from your past experience that showcase your communication skills, attention to detail, and ability to mentor others.
Proofread Your Application: Before submitting, thoroughly proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at CBC Recruitment Solutions
✨Know Your Financial Services
Make sure you brush up on your knowledge of financial services, especially asset finance and business banking. Understanding the products and services offered by the company will help you answer questions confidently and demonstrate your expertise.
✨Showcase Your Sales Experience
Prepare to discuss your previous sales experience in detail. Be ready to share specific examples of how you've successfully built relationships with clients and closed deals, as this role heavily relies on these skills.
✨Demonstrate Communication Skills
Since excellent communication is key for this role, practice articulating your thoughts clearly and concisely. Consider doing mock interviews with a friend to refine your ability to convey information effectively.
✨Highlight Mentoring Abilities
As you'll be supporting the head of sales with mentoring less experienced team members, think of examples where you've helped others grow. This will show your leadership potential and willingness to contribute to the team's success.
