At a Glance
- Tasks: Build strong client relationships and deliver tailored financial solutions through telesales and networking.
- Company: Join a leading commercial finance consultancy with a dynamic team culture.
- Benefits: Flexible work options, pension scheme, and dedicated sales support.
- Other info: Work in a fast-growing environment with excellent support and resources.
- Why this job: Make an impact in finance while enjoying clear career progression opportunities.
- Qualifications: Experience in telesales or client-facing sales, especially in finance.
The predicted salary is between 30000 - 40000 £ per year.
Are you a driven sales professional with a passion for finance? Do you thrive on building client relationships and delivering tailored financial solutions? If so, this could be the perfect opportunity for you! Equation Recruitment is working on behalf of a leading commercial finance consultancy to find a talented Account Manager. This role is ideal for those with experience in telesales or client-facing sales, particularly within the finance sector or a brokerage environment.
The Role:
- Develop and maintain strong client relationships through telesales, social media, networking, and trade events.
- Offer a range of financial solutions, including asset finance, commercial loans, invoice finance, and property finance.
- Analyse financial requirements and relevant documentation to provide tailored funding options.
- Prepare compelling proposal documents and funding applications.
- Conduct background research on prospects before engaging in discussions.
- Maintain professionalism and compliance with financial regulations and fraud prevention measures.
- Work collaboratively within a team of Account Managers and Sales Support professionals.
What We're Looking For:
- Experience in telesales or client-facing sales (not general high street retail).
- Strong communication and relationship-building skills.
- Proactive and target-driven mindset.
- Ability to analyse financial documents and provide tailored solutions.
- Self-motivated with a consultative approach to sales.
- Previous experience within a finance brokerage.
- Knowledge of asset finance, invoice finance, or business loans.
- Understanding of FCA regulations and financial compliance.
Why Join?
- Flexible work options post-probation.
- Pension scheme and onsite parking.
- Full telephony and CRM infrastructure provided.
- Dedicated Sales Support team.
- Clear career progression opportunities.
Interview Process:
- Initial screening with Equation Recruitment.
- Face-to-face interview on-site with the employer.
If you're ready to take the next step in your career and thrive in a fast-growing financial consultancy, apply today!
Account Manager employer: Equation Recruitment
Join a well-respected building services and maintenance organisation in London, where your role as a Microsoft Dynamics Service Management Systems Administrator will be pivotal in enhancing operational efficiency. With a strong focus on employee growth, the company offers professional development opportunities, a supportive work culture, and a comprehensive benefits package including 25 days of annual leave, life assurance, and a pension scheme. This is an excellent opportunity to contribute to meaningful projects while enjoying a collaborative environment that values your expertise.
StudySmarter Expert Advice🤫
We think this is how you could land Account Manager
✨Tip Number 1
Network like a pro! Attend industry events, connect with people on LinkedIn, and don’t be shy about reaching out to potential clients. Building relationships is key in the finance sector, so get out there and make your presence known!
✨Tip Number 2
Do your homework before any meeting. Research your prospects thoroughly to understand their financial needs and challenges. This will help you tailor your pitch and show that you’re genuinely interested in providing solutions that work for them.
✨Tip Number 3
Practice your pitch! Whether it’s over the phone or face-to-face, being able to clearly articulate how your financial solutions can benefit clients is crucial. Role-play with a friend or record yourself to refine your delivery.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for driven sales professionals like you. Plus, it’s a great way to get noticed by hiring managers who are looking for talent in the finance sector.
We think you need these skills to ace Account Manager
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your experience in telesales and client-facing roles. We want to see how your skills align with the financial solutions we offer!
Showcase Your Communication Skills:Since strong communication is key for this role, use your application to demonstrate your ability to build relationships. Share examples of how you've successfully engaged clients in the past.
Highlight Relevant Experience:If you’ve worked in finance or a brokerage environment, make that stand out! We’re looking for candidates who understand asset finance, commercial loans, and other financial products.
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 don’t miss any important updates during the process!
How to prepare for a job interview at Equation Recruitment
✨Know Your Financial Solutions
Make sure you brush up on the various financial solutions mentioned in the job description, like asset finance and commercial loans. Being able to discuss these confidently will show your expertise and passion for the role.
✨Build Rapport with Your Interviewers
Since this role is all about client relationships, practice building rapport during your interview. Use active listening, ask engaging questions, and relate your experiences to demonstrate your relationship-building skills.
✨Prepare Tailored Proposals
Think of a few scenarios where you could offer tailored financial solutions to potential clients. Prepare a mock proposal or two to showcase your analytical skills and consultative approach during the interview.
✨Research the Company and Its Compliance
Familiarise yourself with the company’s values and any recent news related to financial compliance. This will not only help you answer questions more effectively but also show that you’re genuinely interested in the company and its operations.
