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For Companies At a Glance
- Tasks: Drive sales to financial advisers through calls and digital channels.
- Company: Join Defaqto, a trusted leader in financial product intelligence.
- Benefits: Enjoy a competitive salary, hybrid work, and growth opportunities.
- Why this job: Make an impact in the financial sector while developing your sales skills.
- Qualifications: Sales experience is a plus; passion for learning is essential.
- Other info: Dynamic team environment with a focus on diversity and inclusion.
The predicted salary is between 28800 - 43200 £ per year.
We are looking for a Junior Business Development Manager to drive high volume, transactional sales directly to individual financial advisers. This is a telephone/Teams based role. Familiarity with the UK financial advice market is desirable but not essential.
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.
Role Overview
This role focuses on multi-product selling across Defaqto's suite of adviser solutions, ensuring quick adoption and repeat purchases. Success requires strong closing skills, product knowledge, and the ability to manage a fast-moving pipeline.
What You'll Do
- Proactively identify and engage individual advisers via phone, email, and digital channels.
- Deliver concise, impactful product demonstrations tailored to adviser needs.
- Close deals efficiently to meet monthly and quarterly revenue targets.
- Position multiple Defaqto solutions (e.g., Engage, MICAP, VouchedFor, Competent Adviser) in a single sales cycle.
- Highlight cross-product synergies and value propositions for individual advisers.
- Maintain a high activity level (calls, demos, proposals) to drive consistent deal flow.
- Shorten sales cycles through effective qualification and objection handling.
- Encourage repeat purchases and upgrades via regular check-ins.
- Identify opportunities for add-ons and complementary products.
- Accurately record all interactions, pipeline stages, and outcomes in the CRM.
- Provide timely forecasts and insights to the Sales Director.
What You'll Need To Succeed
- Proven track record in transactional or high-volume B2B sales.
- Familiarity with the UK financial advice market is desirable but not essential.
- Strong closing ability and resilience in a fast-paced environment.
- Ability to quickly learn and sell multiple technical products.
- Demonstrated success in generating new business revenue through proactive outreach, effective qualification, and closing skills.
- Ability to proactively position additional features, tiers, or services that align with evolving adviser needs and deliver measurable ROI.
- An organized approach to CRM hygiene ensuring all sales activities, pipeline stages, and adviser interactions are accurately recorded.
- Ability to drive client engagement by building trust and knowledge across the Defaqto suite of products and services.
Your Approach to Work
- Highly proactive and target driven.
- Comfortable with outbound activity and managing a large pipeline.
- Adaptable and collaborative, working closely with marketing and product teams.
Work Location
You’ll work on a hybrid basis from our London office – normally 3 days a week. From time to time you might attend networking or client events.
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.
We Commit to Equal Opportunity. 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. 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.
Seniority Level: Entry level
Employment Type: Full-time
Job Function: Business Development and Sales
Business Development Executive (financial advisers) in London employer: Defaqto
Contact Detail:
Defaqto Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Development Executive (financial advisers) in London
✨Tip Number 1
Get familiar with the financial advice market! Even if you don’t have direct experience, doing some research can help you speak confidently about the industry. This will show potential employers that you're proactive and eager to learn.
✨Tip Number 2
Practice your closing skills! Role-play with a friend or use online resources to sharpen your pitch. The better you are at closing deals, the more likely you are to hit those targets and impress your future employer.
✨Tip Number 3
Don’t underestimate the power of networking! Attend industry events or connect with professionals on LinkedIn. Building relationships can lead to job opportunities and valuable insights into the role.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team at Defaqto.
We think you need these skills to ace Business Development Executive (financial advisers) in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Junior BDM. Highlight any relevant sales experience, especially in transactional or B2B environments, and don’t forget to mention any familiarity with the financial advice market, even if it’s just a little!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for sales and how you can drive results for Defaqto. Be sure to mention your ability to close deals and manage a fast-moving pipeline.
Showcase Your Skills: In your application, emphasise your strong closing skills and resilience. We want to see that you can handle objections and shorten sales cycles effectively. Use specific examples from your past experiences to back this up!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Defaqto
✨Know Your Products Inside Out
Before the interview, make sure you have a solid understanding of Defaqto's suite of adviser solutions. Familiarise yourself with each product's features and benefits, as well as how they can meet the needs of financial advisers. This will help you demonstrate your product knowledge and show that you're ready to engage effectively.
✨Practice Your Pitch
Since this role involves delivering impactful product demonstrations, practice your pitch beforehand. Tailor your presentation to highlight how Defaqto's products can solve specific problems for financial advisers. The more confident you are in your delivery, the better you'll be at closing deals during the interview.
✨Showcase Your Sales Skills
Be prepared to discuss your previous sales experiences, especially in high-volume or transactional environments. Share specific examples of how you've successfully closed deals and managed a fast-moving pipeline. This will illustrate your resilience and ability to thrive under pressure, which is crucial for this role.
✨Engage and Ask Questions
Interviews are a two-way street, so don’t forget to engage with your interviewers. Prepare thoughtful questions about the company culture, team dynamics, and expectations for the role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
