Description
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.
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
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
