At a Glance
- Tasks: Lead new business sales in the financial adviser market and manage the full sales lifecycle.
- Company: Dynamic Planner, a leader in financial technology with a focus on innovation.
- Benefits: Competitive salary, flexible working options, and opportunities for professional growth.
- Other info: Join a dynamic team with a positive culture and excellent career advancement opportunities.
- Why this job: Make an impact in the fintech space while building relationships with C-level executives.
- Qualifications: Experience in SaaS sales and a strong understanding of the financial adviser sector.
The predicted salary is between 50000 - 65000 £ per year.
Role Overview:
Lead new business sales within the large and consolidating financial adviser market, driving strategic, consultative sales across multi-stakeholder organisations. You’ll own the full sales lifecycle from lead generation through to close whilst ensuring strong pipeline management, accurate forecasting, and consistent deal progression. Working closely with Marketing and senior stakeholders, you’ll generate opportunities, build relationships at C-level, and represent Dynamic Planner in the market.
Requirements:
- Held a BDM role within the financial technology sector. Ideally a hybrid (phone/video) and face to face
- Track record of making SaaS sales to large financial advice firms
- Experience and understanding of the independent financial adviser space particularly at consolidator level
- Excellent pipeline management and forecasting skills
- Proven ability to meet and exceed sales targets
- A naturally positive influencer
- Proven value based, consultative selling approach
- Excellent presentation skills
- Impeccable written and oral communication skills
Education & Qualifications:
- IFA professional qualifications preferred
- Degree level education preferred in related field
Senior Business Development Executive employer: Dynamic Planner
Dynamic Planner is an exceptional employer that fosters a collaborative and innovative work culture, empowering employees to excel in their roles. With a strong focus on professional development, you will have access to numerous growth opportunities while working in a vibrant location that encourages creativity and teamwork. Join us to be part of a forward-thinking company that values your contributions and supports your career aspirations in the dynamic FinTech landscape.
