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- Tasks: Lead outbound sales in the FinTech sector and engage potential clients.
- Company: Join FNZ, a leader in wealth management technology.
- Benefits: Competitive salary, flexible working, and opportunities for growth.
- Other info: Dynamic environment with a focus on innovation and client success.
- Why this job: Make an impact in the FinTech industry while building valuable relationships.
- Qualifications: 2-5 years in sales, strong networking skills, and a passion for finance.
The predicted salary is between 40000 - 50000 £ per year.
To lead outbound sales efforts by actively hunting for new business opportunities in the FinTech sector. This role is focused on identifying and engaging potential clients through market research, networking, and industry events.
Key Responsibilities
- Market Hunting & Lead Generation: Proactively identify and pursue new business opportunities across financial institutions, startups, and digital platforms. Conduct market research to uncover trends, target segments, and emerging FinTech needs. Develop and maintain a pipeline of qualified leads using CRM tools and outbound strategies.
- Forge and Maintain Strong Client Relationships: Engage directly with investment professionals of all levels and seniority at financial institutions to understand their most pressing challenges. Build strong rapport with prospects and establish yourself as a credible domain and product expert able to partner with them to drive value from inception through to close.
- Industry Engagement & Networking: Attend FinTech conferences, trade shows, and networking events to source leads and build brand visibility. Represent the company externally, initiating conversations with potential clients and partners. Build and nurture relationships with key stakeholders, influencers, and decision‑makers. Develop an in-depth knowledge of regional business and competitor landscape, including strengths, weaknesses and coverage. Conduct targeted market research to understand SME pain points, outsourcing trends, and emerging opportunities in the UK market.
- Sales Execution: Manage the full sales cycle from initial outreach to deal closure. Deliver tailored pitches and product demos that address client pain points and showcase value. Collaborate with internal teams to ensure smooth onboarding and client satisfaction. Contribute innovative ideas that anticipate, and address client needs.
- Reporting & Feedback: Track and report on lead generation activities, conversion rates, and sales performance. Provide insights from market interactions to inform product development and marketing strategies. Maintain accurate records of all sales activities in the CRM system.
Experience Required
- Evidence of success in building and maintaining a broad network of internal and external stakeholder relationships leading to commercial opportunities.
- Track record of successfully identifying new commercial/sales opportunities and capitalizing on them.
- High level of understanding of country and regulatory principles and rules.
- Advanced communication and influencing skills and the ability to convince through personal credibility.
- Goal/target‑oriented, self‑motivated, ability to work independently.
- 2‑5 years of experience in outbound sales or business development, ideally within Financial Services.
- Proven success in lead generation through networking and market engagement.
- Familiarity with financial services, digital payments, open banking, or embedded finance.
About FNZ
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. We created wealth's growth platform to help. We provide a global, end‑to‑end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. We partner with the world's leading financial institutions, with over US$2.4 trillion in assets on platform (AoP). Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.
Sales Executive in City of Westminster employer: FNZ
Contact Detail:
FNZ Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales Executive in City of Westminster
✨Tip Number 1
Get out there and network! Attend FinTech conferences and industry events to meet potential clients face-to-face. Remember, it's all about building relationships, so don’t be shy – introduce yourself and start conversations!
✨Tip Number 2
Do your homework before reaching out. Research the companies and individuals you want to connect with. Understanding their challenges will help you tailor your pitch and show them how you can add value.
✨Tip Number 3
Leverage social media to engage with prospects. Share relevant content, comment on their posts, and join discussions in FinTech groups. This will help you establish credibility and keep you on their radar.
✨Tip Number 4
Don’t forget to follow up! After meeting someone or having a conversation, send a quick message to thank them and keep the dialogue going. It shows you're genuinely interested and can lead to future opportunities.
We think you need these skills to ace Sales Executive in City of Westminster
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the Sales Executive role. Highlight your experience in outbound sales and any specific achievements in the FinTech sector. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about sales and how your skills align with our mission at StudySmarter. Be genuine and let your personality come through.
Showcase Your Networking Skills: Since this role involves a lot of networking, share examples of how you've successfully built relationships in the past. We love to see candidates who can engage with clients and stakeholders effectively!
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 out on any important updates from our team!
How to prepare for a job interview at FNZ
✨Know Your FinTech Stuff
Before the interview, dive deep into the FinTech sector. Familiarise yourself with current trends, key players, and emerging technologies. This knowledge will not only impress your interviewers but also help you engage in meaningful conversations about how you can contribute to their goals.
✨Showcase Your Networking Skills
Be ready to discuss your past experiences in building relationships. Share specific examples of how you've successfully engaged with clients or stakeholders. Highlight any networking events you've attended and how they led to new business opportunities, as this aligns perfectly with the role's focus on market hunting.
✨Prepare for Role-Playing Scenarios
Expect to be put in a situation where you might need to pitch a product or handle an objection. Practise your sales pitch and think about how you would tailor it to different client pain points. This will demonstrate your ability to manage the full sales cycle effectively.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions prepared. Inquire about their current challenges in the FinTech space or how they measure success in lead generation. This shows your genuine interest in the role and helps you understand if the company is the right fit for you.