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For Companies At a Glance
- Tasks: Support the sales team with administration and client management while learning about financial products.
- Company: Join Defaqto, a trusted leader in financial intelligence and consumer insights.
- Benefits: Remote work, flexible hours, and opportunities for professional growth.
- Why this job: Kickstart your career in sales and finance with hands-on experience and mentorship.
- Qualifications: A-Levels and strong communication skills; sales or marketing experience preferred.
- Other info: Dynamic team culture with a focus on wellbeing and inclusivity.
The predicted salary is between 28800 - 43200 £ per year.
We have a brilliant opportunity for an aspiring sales account manager! This Sales Support Executive role will enable you to finesse your sales administration experience, while building your knowledge of the pensions, investments and protection sector. Once you're settled, through your probationary period and powering on all cylinders, we'd like to support you to develop further, so that you can gradually take on your own account management responsibilities.
Who we are
Defaqto is one of the UK’s most trusted sources of financial product and market intelligence. By bringing together product data, technology and consumer insight we help everyone make smarter, more informed financial choices now, and in the future. And in doing so we hope to raise industry standards, power consumer choice and help the industry meet evolving customer needs.
Role overview
You will be providing essential sales administration and support for an experienced team who sell Ratings, Research Systems and sponsorships into the investment, pensions and protection sector. This role will help the team deliver on their objectives for revenue growth.
What you’ll do
- Sales Support
- Support and enable your sales team colleagues in terms of sales administration - manage and coordinate bookings, prepare sales reporting, invoices and provide contract support.
- Working closely with the team, enable mass client communications.
- Design and develop engaging and on-brand sales collateral.
- Work with individual members of the Investment Sales Team to deliver ad hoc support as needed and further evolve the Sales Support Role in the context of Investment Sales.
- Client Management
- Once you’ve successfully completed your training and probationary period, your duties and responsibilities will expand into:
- Responding to direct client requests.
- Exploit new sales opportunities as they present themselves.
- Support the evolution of clients in areas of new proposition launches.
What you’ll need to succeed
Education
- Educated to A-Level as a minimum (with GCSE Maths at grade 5 or higher).
- A foundation knowledge of Retail Financial Products in the broad areas of Pensions, Investments and Protection is highly desirable.
- Strong communication skills.
- Reasonable numerical awareness and abilities.
- Good foundations in using Microsoft Office tools, in particular with Excel, PowerPoint and CoPilot.
- A creative ability - you’ll be helping create and design sales assets.
- Highly organised, able to multi-task.
Experience
- Experience working within a Sales or Marketing Team is required.
- Some experience working in Financial Services is beneficial.
Approach to work
- Strong attention to detail.
- Happy to take the initiative but ask when you’re not sure.
- Keen to develop your skills and grow into an account management position.
- Comfortable working at pace - delivering on time and accurately.
- Focused, happy to take ownership of your work.
Location
This is a remote role but from time to time, you may be required to attend client meetings offsite and periodic attendance at the Defaqto offices in either London or Haddenham (Head Office) will be essential.
Right to Work
Applicants must already hold a legal right to work in the UK without time restrictions. We are currently unable to provide Skilled Worker visa sponsorship.
How we Work
Our values define how we work so that we can achieve our vision, provide a great employee experience, and positively impact our customers. Think Big | Be Bold | Own it | Team up | Be a Star.
We have a vibrant office environment with a hybrid approach to working supported by our flexible working promise. We have a focus on wellbeing, a programme of social, charity and team-building events and free fresh fruit delivered to the office.
Fintel plc and all the businesses within it adopt a zero-tolerance approach to discrimination on any of the protected grounds in the Equality Act 2010. We are committed to providing equal opportunities to all current and prospective employees regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership. We aspire to have a diverse workforce because, in our view, diversity enables better business outcomes. We also believe that a more inclusive workplace, where people of different backgrounds work together, ensures better outcomes for all staff. From application to interview, we place inclusion at the heart of all we do. For these reasons we strongly encourage suitably qualified applicants from a wide range of backgrounds.
Sales Support Executive employer: Defaqto Limited
Contact Detail:
Defaqto Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales Support Executive
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. The more connections we make, the better our chances of landing that Sales Support Executive role.
✨Tip Number 2
Prepare for interviews by researching Defaqto and understanding their values. We want to show that we align with their mission and can contribute to their goals in the pensions and investments sector.
✨Tip Number 3
Practice makes perfect! Mock interviews with friends or family can help us refine our answers and boost our confidence. Let’s nail those common interview questions together!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure our application gets noticed. Plus, it shows we’re serious about joining the team at Defaqto.
We think you need these skills to ace Sales Support Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Sales Support Executive role. Highlight any relevant experience in sales administration and your knowledge of financial products. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your skills align with what we're looking for. Be bold and let your personality come through!
Showcase Your Skills: Don’t forget to mention your proficiency in Microsoft Office, especially Excel and PowerPoint. If you've got creative flair for designing sales collateral, let us know! We love seeing candidates who can think outside the box.
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 to join our team at Defaqto!
How to prepare for a job interview at Defaqto Limited
✨Know Your Stuff
Before the interview, brush up on your knowledge of pensions, investments, and protection. Familiarise yourself with the basics of retail financial products, as this will show your genuine interest in the role and help you answer questions confidently.
✨Showcase Your Skills
Prepare to discuss your experience with sales administration and any relevant tools like Microsoft Excel and PowerPoint. Think of specific examples where you've successfully supported a team or managed tasks efficiently, as this will demonstrate your organisational skills.
✨Be Creative
Since you'll be involved in designing sales collateral, come prepared with ideas or examples of past work. This could be anything from a presentation you've created to marketing materials. Showing your creative side can set you apart from other candidates.
✨Ask Questions
At the end of the interview, don’t hesitate to ask questions about the team dynamics or the company's approach to client management. This not only shows your enthusiasm for the role but also helps you gauge if the company culture aligns with your values.
