Client-First Sales Executive - Financial Services
Client-First Sales Executive - Financial Services

Client-First Sales Executive - Financial Services

Full-Time 28800 - 48000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support client onboarding and deliver top-notch service while cross-selling products.
  • Company: Leading financial services firm based in London.
  • Benefits: Full-time role with career growth opportunities in the financial sector.
  • Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
  • Qualifications: Strong communication skills and a client-centric mindset; relevant degree preferred.
  • Other info: Perfect for those looking to kickstart their career in finance.

The predicted salary is between 28800 - 48000 £ per year.

A leading financial services firm is hiring a Sales Executive in London. The ideal candidate will have strong communication skills and a client-centric mindset.

Responsibilities include:

  • Supporting client onboarding
  • Delivering high-quality client service
  • Cross-selling additional products

An undergraduate degree in a relevant discipline is preferred. This full-time position is a great opportunity to build a career in the financial sector.

Client-First Sales Executive - Financial Services employer: CMC Markets

As a leading financial services firm based in London, we pride ourselves on fostering a dynamic work culture that prioritises client satisfaction and employee development. Our commitment to professional growth is evident through comprehensive training programmes and mentorship opportunities, ensuring that our Sales Executives thrive in their roles while contributing to meaningful client relationships. Join us to be part of a collaborative team that values innovation and excellence in the heart of one of the world's financial capitals.
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Contact Detail:

CMC Markets Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client-First Sales Executive - Financial Services

✨Tip Number 1

Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Client-First Sales Executive role. You never know who might have the inside scoop on job openings or can put in a good word for you.

✨Tip Number 2

Prepare for those interviews! Research the company and its products thoroughly, so you can showcase your client-centric mindset and how you can support client onboarding effectively. Practice common interview questions and think about how your skills align with their needs.

✨Tip Number 3

Showcase your communication skills! During interviews, make sure to articulate your thoughts clearly and confidently. Use examples from your past experiences to demonstrate how you've delivered high-quality client service and successfully cross-sold products.

✨Tip Number 4

Don't forget to apply through our website! We’ve got loads of resources to help you land that dream job in financial services. Plus, applying directly shows your enthusiasm and commitment to joining our team!

We think you need these skills to ace Client-First Sales Executive - Financial Services

Communication Skills
Client-Centric Mindset
Client Onboarding
High-Quality Client Service
Cross-Selling
Sales Skills
Relationship Management
Problem-Solving Skills
Attention to Detail
Financial Knowledge
Team Collaboration
Time Management

Some tips for your application 🫡

Show Off Your Communication Skills: Since strong communication is key for this role, make sure your application reflects that. Use clear and concise language, and don’t shy away from showcasing any relevant experience where you’ve excelled in client interactions.

Highlight Your Client-Centric Mindset: We want to see how you put clients first! In your application, share examples of how you've gone above and beyond to meet client needs or improve their experience. This will show us you’re the right fit for our team.

Tailor Your Application: Don’t just send a generic application! Take the time to tailor your CV and cover letter to the job description. Mention specific responsibilities like client onboarding and cross-selling, and relate them to your past experiences.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!

How to prepare for a job interview at CMC Markets

✨Know Your Financial Services

Make sure you brush up on the latest trends and regulations in the financial services sector. Being able to discuss current events or changes in the industry will show your passion and knowledge, which is crucial for a Client-First Sales Executive.

✨Showcase Your Communication Skills

Since strong communication skills are key for this role, practice articulating your thoughts clearly and confidently. Consider doing mock interviews with friends or family to refine your delivery and ensure you can convey complex information simply.

✨Emphasise Client-Centric Mindset

Prepare examples from your past experiences where you put clients first. Whether it’s resolving an issue or going the extra mile to meet their needs, demonstrating a client-centric approach will resonate well with the interviewers.

✨Cross-Selling Strategies

Familiarise yourself with cross-selling techniques relevant to financial products. Be ready to discuss how you would identify opportunities to offer additional services to clients, as this is a key responsibility of the role.

Client-First Sales Executive - Financial Services
CMC Markets

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