Account Executive - Financial Services
Account Executive - Financial Services

Account Executive - Financial Services

Liverpool Full-Time 40000 - 77000 £ / year (est.) No home office possible
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At a Glance

  • 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 work environment in central Liverpool.
  • Why this job: Be part of a growing team that values communication and offers real career progression.
  • Qualifications: Experience in asset finance or other financial services is preferred; strong communication skills are essential.
  • Other info: This role offers a dynamic atmosphere with opportunities for personal and professional growth.

The predicted salary is between 40000 - 77000 £ 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.

Account Executive - Financial Services employer: CBC Resourcing Solutions

Our client is an exceptional employer, offering a vibrant work culture in the heart of Liverpool, where collaboration and innovation thrive. With a strong focus on employee growth, they provide ample opportunities for professional development and mentorship, particularly for those looking to advance their careers in financial services. The uncapped OTE potential, combined with a supportive team environment, makes this an ideal place for driven individuals seeking meaningful and rewarding employment.
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Contact Detail:

CBC Resourcing Solutions Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Account Executive - Financial Services

✨Tip Number 1

Familiarise yourself with the financial services sector, particularly asset finance. Understanding the nuances of this area will help you engage more effectively with potential clients and demonstrate your expertise during conversations.

✨Tip Number 2

Network with professionals in the financial services industry. Attend relevant events or join online forums to connect with others in the field. This can lead to valuable insights and potentially even referrals for job opportunities.

✨Tip Number 3

Prepare to showcase your relationship-building skills. Think of examples from your past experiences where you've successfully built rapport with clients or colleagues, as this will be crucial in your role as an Account Executive.

✨Tip Number 4

Research the company thoroughly before your interview. Understand their funding solutions and how they differentiate themselves in the market. This knowledge will not only impress your interviewers but also help you tailor your responses to align with their values and goals.

We think you need these skills to ace Account Executive - Financial Services

Sales Experience in Financial Services
Account Management
Prospecting Skills
Relationship Building
Communication Skills
Attention to Detail
Negotiation Skills
Time Management
Mentoring and Coaching
Customer Service Orientation
Financial Acumen
Problem-Solving Skills
Organisational Skills
Tenacity

Some tips for your application 🫡

Understand the Role: Read the job description carefully to understand the key responsibilities and required skills for the Account Executive position. Tailor your application to highlight relevant experience in asset finance or other areas of financial services.

Craft a Compelling CV: Ensure your CV is up-to-date and clearly outlines your sales experience, particularly in financial services. Use quantifiable achievements to demonstrate your success in previous roles, such as sales targets met or exceeded.

Write a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Highlight your communication skills and attention to detail, and explain how your background makes you a great fit for the team.

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 the role.

How to prepare for a job interview at CBC Resourcing Solutions

✨Know Your Financial Services

Make sure you brush up on your knowledge of financial services, especially asset finance. Understand the products and solutions offered by the company, as well as current market trends. This will help you demonstrate your expertise and show that you're genuinely interested in the role.

✨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. Highlight any relevant metrics or achievements to back up your claims.

✨Demonstrate Communication Skills

Since excellent communication is key for this role, practice articulating your thoughts clearly and confidently. Consider conducting mock interviews with a friend or using video recordings to refine your delivery and ensure you come across as personable and engaging.

✨Ask Insightful Questions

Prepare thoughtful questions to ask the interviewer about the company culture, team dynamics, and growth opportunities. This not only shows your interest in the position but also helps you assess if the company is the right fit for you.

Account Executive - Financial Services
CBC Resourcing Solutions
C
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