At a Glance
- Tasks: Drive sales by winning new business and growing existing accounts in retail banking.
- Company: Join Fitch Learning, a leader in financial services training with a global impact.
- Benefits: Enjoy hybrid work, comprehensive healthcare, and continuous learning opportunities.
- Other info: Collaborative culture with a focus on diversity and community engagement.
- Why this job: Make a real difference in the finance industry while advancing your career.
- Qualifications: Proven sales experience in B2B or enterprise settings, ideally in financial services.
The predicted salary is between 59400 - 72600 £ per year.
Retail Banking Learning Sales Specialist, Associate Director - London
Fitch Learning is a leader in financial services training.
With unrivalled breadth and depth, the company delivers learning solutions for apprentices, graduates, and those with 10+ years’ experience in financial services.
Our offerings include expert faculty, e-learning, coaching, and blended assessments, improving individual and collective business performance.
Working at Fitch Learning provides the opportunity to be part of a global leader in financial education, committed to delivering cutting-edge training solutions.
You'll collaborate with a team of experts dedicated to empowering professionals with the skills and knowledge needed to excel in the finance industry.
By joining us, you'll be at the forefront of innovation in professional education, contributing to impactful learning experiences that drive career advancement and industry success.
Fitch Learning is currently seeking an Associate Director, Retail Banking Learning Sales Specialist based out of our London office.
The Retail Banking Learning Sales Specialist is a revenue-generating sales role.
You will win new business and grow existing accounts by selling Fitch Learning’s learning programmes, certifications, coaching, and learning technology solutions to retail banks globally.
You will own an annual sales target and your own pipeline, managing every stage from prospecting and opportunity creation through proposal, negotiation, and close.
Our target clients are retail banking executives and learning leaders.
You will sell integrated learning solutions that improve workforce capability and business performance and will be measured on the revenue you deliver.
This role suits a proven, target-driven sales professional who combines a new-business mindset with credible retail banking knowledge and can use conversations about customer outcomes, distribution effectiveness, and business performance with senior executives to create, progress, and close commercial opportunities.
About the Team
You will join Fitch Learning’s Sales organisation, working in a collaborative, team-based selling model with strong product and delivery support.
You will have access to Fitch Learning’s enterprise client base and the opportunity to build additional market share in this core area for financial services.
- How You’ll Make an Impact
- New Business & Revenue Generation
- Achieve and exceed an annual individual sales target for retail banking learning revenue.
- Proactively prospect and win new logos across retail and consumer banking, branch banking, and distribution functions.
- Generate a consistent flow of qualified opportunities through outbound prospecting, networking, events, and referrals.
- Build and maintain a qualified pipeline with sufficient coverage to deliver your annual target.
- Develop relationships with senior buyers and decision-makers, including Heads of Retail Banking, Heads of Distribution, Learning & Development and HR Leaders, Chief Customer Officers, and Transformation executives.
- Consultative Solution Selling
- Own the full sales cycle from first meeting to signed contract, including qualification, discovery, solution design, proposal development, pricing, negotiation, and close.
- Build compelling business cases and return-on-investment arguments that connect workforce capability to commercial performance and justify client investment.
- Lead responses to RFPs, tenders, and proposals for retail banking opportunities.
- Position solutions around business outcomes rather than training activity to win larger, more strategic deals.
- Sell learning solutions that create measurable improvements in customer experience, trusted advisory capability, commercial acumen, and leadership effectiveness.
- Sell integrated offerings that combine diagnostics, assessments, certification pathways, coaching, and AI-enabled coaching.
- Win multi-year engagements by positioning Fitch Learning as the partner to build and run scalable capability academies for customer-facing populations.
- Executive Selling
- Engage credibly with senior retail banking leaders to create and advance sales opportunities.
- Lead client meetings, pitches, presentations, and commercial negotiations.
- Use conversations about retail banking strategy, customer-centricity, sales culture, and workforce capability to uncover needs and qualify opportunities.
- Account Management & Growth
- Grow revenue within existing banking clients by upselling and cross-selling the Fitch Learning retail banking portfolio.
- Build and execute account plans for priority retail banking accounts, with clear revenue goals.
- Expand single programmes into multi-year, multi-solution client relationships.
- Maintain an accurate pipeline, forecast, and opportunity record in Salesforce, and participate in regular pipeline reviews.
- Deliver accurate monthly and quarterly revenue forecasts.
- Meet agreed sales activity levels for prospecting, client meetings, and proposals.
- Share market and competitor intelligence to sharpen propositions and pricing.
- Operate in line with Fitch Learning sales processes, governance, pricing, and commercial controls.
- You May Be a Good Fit If You Have
- A proven track record of meeting and exceeding sales targets in consultative B2B or enterprise sales, ideally selling learning, training, or professional services.
- Demonstrable new-business success, including winning new logos and closing complex, multi-stakeholder deals.
- Experience owning and managing your own pipeline and forecast in a CRM, such as Salesforce.
- Strong understanding of retail banking or consumer banking.
- The ability to engage confidently with, and sell to, senior banking stakeholders.
- Strong proposal-writing, presentation, negotiation, and closing skills.
- Excellent commercial acumen, including pricing and deal structuring.
- What Would Make You Stand Out
- A track record of selling into banks or other financial services institutions.
- An existing network of retail banking decision-makers that you can convert into pipeline.
- Experience selling learning technology, AI-enabled coaching, diagnostics, or capability measurement solutions.
- Direct experience within retail banking, branch banking, or consumer financial services.
- Understanding of customer experience, sales transformation, and distribution effectiveness.
- Experience selling across multiple international markets.
- Key Performance Indicators
- Revenue booked against annual sales target, including new business and existing accounts.
- New logo wins, by number and value.
- Pipeline generated and pipeline coverage against target.
- Qualified opportunities created per quarter.
- Win rate and opportunity conversion.
- Revenue growth and cross-sell within key accounts.
- Forecast accuracy.
- Sales activity levels, including prospecting, client meetings, and proposals submitted.
- Success Profile
The ideal candidate is a target-driven sales professional who consistently wins business and achieves their sales target.
They understand how retail banks create value, how customer-facing workforces drive performance, and how capability gaps affect growth, customer experience, risk, and productivity.
They use that understanding to open doors, build business cases, and close deals.
- Why Choose Fitch
- Hybrid Work Environment: 3 days per week in the office; 2 days remote.
- A Culture of Learning & Mobility: Dedicated trainings, leadership development, and mentorship programs designed to ensure that your time at Fitch will be a continuous learning opportunity.
- Investing in Your Future: Retirement planning and tuition reimbursement programs that empower you to achieve your short- and long-term goals.
- Promoting Health & Wellbeing: Comprehensive healthcare offerings that enable physical, mental, financial, social, and occupational wellbeing.
- Supportive Parenting Policies: Family-friendly policies, including a generous global parental leave plan, designed to help you balance career and family life effectively.
- Inclusive Work Environment: A collaborative workplace where all voices are valued, with Employee Resource Groups that unite and empower our colleagues around the globe.
- Dedication to Giving Back: Paid volunteer days, matched funding for donations, and ample opportunities to volunteer in your community.
At Fitch Group, the combined power of our global perspectives is what differentiates us.
Our global network of colleagues comes together to accomplish things greater than they ever could alone.
Every team member is essential to our business and each perspective is critical to our success.
We embrace a diverse culture that encourages a free exchange of ideas, guaranteeing your voice will be heard and your work will have an impact, regardless of seniority.
For more information, please visit our websites
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Retail Banking Learning Sales Specialist, Associate Director - London employer: Fitch
Fitch Group is an exceptional employer, offering a vibrant work culture in the heart of London that fosters innovation and collaboration. With a strong commitment to employee growth through dedicated training and mentorship programs, as well as comprehensive benefits including health and wellness initiatives, retirement planning, and family-friendly policies, Fitch empowers its employees to thrive both personally and professionally. Join a team recognised as a Best Place to Work in Technology, where your contributions will make a meaningful impact in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Retail Banking Learning Sales Specialist, Associate Director - London
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Fitch. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Fitch.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Fitch. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Retail Banking Learning Sales Specialist, Associate Director - London
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Fitch and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Fitch how you can be a team player!
How to prepare for a job interview at Fitch
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Fitch.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Fitch's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
