Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Book appointments, convert leads, manage accounts, and build relationships with SMEs.
- Company: Leading financial broker in Altrincham with a focus on innovative funding solutions.
- Benefits: £25,000 salary plus uncapped commission, 20-25 days holiday, and gym access.
- Why this job: Join a thriving team and elevate your sales career in the financial services sector.
- Qualifications: B2B sales experience or recent graduate eager to enter Financial Services.
- Other info: Genuine progression opportunities into senior roles and a supportive work environment.
The predicted salary is between 25000 - 45000 £ per year.
Are you ready to elevate your sales career? Our client, a leading financial broker in Altrincham, is on the hunt for a dynamic and ambitious Sales Executive to join their thriving team. This role offers a fantastic opportunity to dive into the world of Financial Services, where you'll support seasoned Business Development Managers and manage your own portfolio of SME clients. This is not your average sales role! With a basic salary of 25,000 and uncapped commission, your earning potential is huge, with realistic OTE of 45,000+.
Enjoy a Monday to Friday schedule with no late nights or weekends, and look forward to great progression opportunities within the company. Our client is a prominent player in the alternative finance sector, dedicated to providing SMEs with innovative funding solutions. Since its inception in 2008, the company has been committed to offering simple, responsible, and customer-focused financial services, helping thousands of businesses thrive across the UK and Australia.
As a Sales Executive, you will:
- Book high-quality appointments for Business Development Managers.
- Convert warm leads introduced by brokers into funded deals.
- Manage your own set of accounts from initial enquiry to completion.
- Build strong relationships with SMEs to maximise revenue.
- Maintain a well-organised sales pipeline and ensure compliance.
- Deliver excellent customer service through effective account management.
- Hit call and activity targets aligned with revenue goals.
Package and Benefits:
- Annual salary of 25,000 with uncapped commission (Realistic OTE 45,000+).
- 20 days holiday, increasing to 25 with service, plus Bank Holidays and your birthday off.
- Access to a modern office with an onsite high-tech gym.
- Genuine progression opportunities into Senior Exec, BDM, and Broker roles.
About You:
The ideal Sales Executive will have:
- Experience in an outbound sales role such as Sales Executive, Lead Generator, or Sales Advisor.
- At least 1 year of B2B sales experience, or be a recent graduate eager to enter Financial Services.
- A confident, driven personality with a passion for building relationships.
If you're experienced or interested in roles like Sales Executive, Business Development Executive, Lead Generator, Sales Advisor, or Account Manager, this opportunity could be your perfect fit. Dive into a rewarding career in Financial Services with a company that values ambition and success. If you're ambitious, driven by success, and eager to work with high-quality warm leads, this Sales Executive position is a fantastic opportunity to grow in a flourishing financial environment. Apply now to join a team that celebrates success and supports your career progression.
Sales Executive - Warm Leads (Financial Services) employer: Fintelligent Search
Contact Detail:
Fintelligent Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales Executive - Warm Leads (Financial Services)
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial services sector. Attend industry events, join relevant online groups, and don’t be shy about reaching out to potential contacts on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your pitch! When you land that interview, make sure you can confidently talk about your experience and how it relates to the Sales Executive role. Role-play with a friend or in front of the mirror to nail down your delivery and show off your personality.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Mention something specific from your conversation to show you were engaged and are genuinely interested in the position.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you along the way, and applying directly can sometimes give you an edge. Plus, we love seeing familiar names pop up in our applications!
We think you need these skills to ace Sales Executive - Warm Leads (Financial Services)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Sales Executive role. Highlight any previous sales experience, especially in B2B, and don’t forget to mention your ability to build relationships with clients!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for financial services and how you can contribute to our client's success. Be sure to mention your enthusiasm for working with warm leads and your drive to hit those targets.
Showcase Your Achievements: When detailing your past roles, focus on your achievements rather than just responsibilities. Did you exceed sales targets? Did you help improve customer satisfaction? Numbers speak volumes, so include them where possible!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and get you one step closer to joining our client’s fantastic team!
How to prepare for a job interview at Fintelligent Search
✨Know Your Financial Services
Before the interview, brush up on the basics of financial services and the specific offerings of the company. Understanding their products and how they help SMEs will show your genuine interest and readiness to contribute.
✨Showcase Your Sales Experience
Be prepared to discuss your previous sales roles in detail. Highlight specific achievements, such as exceeding targets or successfully managing client relationships. Use numbers to quantify your success, as this will resonate well with the interviewers.
✨Prepare for Role-Play Scenarios
Expect to engage in role-play during the interview, where you might need to demonstrate how you would handle a warm lead. Practise common sales scenarios beforehand so you can showcase your skills and confidence in converting leads into deals.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the company's culture, growth opportunities, or their approach to client management. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
