At a Glance
- Tasks: Lead outbound sales efforts and hunt for new business opportunities in the financial sector.
- Company: Join FNZ, a global leader in wealth management technology.
- Benefits: Competitive salary, flexible working, and opportunities for professional growth.
- Other info: Be part of a mission to empower millions to invest in their future.
- Why this job: Make an impact by connecting with clients and driving revenue in a dynamic industry.
- Qualifications: 10+ years in sales, strong networking skills, and knowledge of the UK market.
The predicted salary is between 40500 - 49500 £ per year.
Role Description
To lead outbound sales efforts by actively hunting for new business opportunities UK Wealth & Advice and retail investment sector.
This role is focused on identifying and engaging potential clients through market research, networking, and industry events.
The Sales Executive will be a key driver of pipeline growth, responsible for sourcing qualified leads and converting them into revenue-generating relationships.
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 Fin Tech 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/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 who is capable of partnering with them to driving value: from inception through to close.
- Industry Engagement & Networking
- Attend 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
- Primary Requirements
- Evidence of success in building and maintaining a broad network of internal and external stakeholder relationships leading to commercial opportunity
- Track record of successfully identifying new commercial/sales opportunities and capitalising on these.
- Have a high level of understanding of UK Market & 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
- 10+ 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$2.5 trillion in assets on platform (Ao P).
Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.
Sales Executive in London employer: FNZ
FNZ is an exceptional employer, offering a dynamic work environment in the heart of London that fosters innovation and collaboration. With a strong commitment to employee growth, FNZ provides extensive training programmes and opportunities for continuous improvement, ensuring that team members can thrive in their careers while contributing to meaningful projects that empower individuals to invest in their futures. The company's culture prioritises teamwork and customer focus, making it an ideal place for those looking to make a significant impact in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Sales Executive in London
✨Leverage Your Network
In sales and business development, who you know can often be as important as what you know. Get involved with local networking events or industry meetups to connect with key players. Don't be shy—share your passion for the field and let folks know you're on the lookout for opportunities!
✨Show Your Skills Through Real-World Results
When targeting a full-time role like Sales Executive at FNZ, presenting tangible results from your previous sales experience can set you apart. Bring along case studies or examples of how you've closed deals or expanded accounts, and don't forget to showcase your problem-solving prowess. It’s all about quantifying your success!
✨Engage with Sales Communities
Dive deep into online sales communities, like Sales Hacker or LinkedIn groups dedicated to sales professionals. Engaging in discussions and sharing insights can boost your visibility and might just put you on the radar of hiring managers looking for fresh talent in business development.
✨Direct Applications Matter
While we all know the online application route, consider sending direct applications to companies you admire, including FNZ. Tailor your message to explain why you’re drawn to them and how you can contribute as a Sales Executive. Sometimes, a personal touch can grab attention faster than a generic application!
We think you need these skills to ace Sales Executive in London
Some tips for your application 🫡
Show Off Those Sales Skills:In your CV and cover letter, highlight any previous sales or business development experience you have. Use numbers and examples to showcase your achievements – did you exceed sales targets or bring in new clients? Make those accomplishments shine!
Tailor Your Message for FNZ:When writing your cover letter, make sure to tailor your message specifically for FNZ. Show that you know the company’s mission and how your skills align with their goals in the sales landscape. This personalised touch will grab their attention!
Keep It Professional Yet Engaging:Sales is all about relationships, so while you want to maintain professionalism in your application, don’t be afraid to let your personality shine through. Engage the reader and demonstrate your enthusiastic approach to sales and business development!
Proof of Performance:Include any relevant certifications or training you’ve undertaken in sales or negotiation tactics. If you’ve attended workshops or courses, list these to showcase your commitment to professional development. This extra touch can set you apart from the competition!
How to prepare for a job interview at FNZ
✨Know Your Sales Methodologies
Brush up on popular sales methodologies like SPIN Selling or Challenger Sales. Being able to discuss these techniques and how you've applied them will show FNZ that you understand the role and can hit the ground running in the sales game.
✨Demonstrate Your Deal-Making Skills
Prepare to share stories from your past experiences where you closed deals, overcame objections, or started new client relationships. We want to show FNZ that you’re not just about numbers but also about building lasting connections in business development.
✨Prepare for Role-Play Scenarios
In a full-time sales interview, don’t be surprised if they throw in a role-play exercise to test your pitching skills. Practising how you would pitch a product or handle an objection will help us shine in this simulation—think of it like a dress rehearsal for your future sales calls!
✨Align Your Goals with the Company’s Vision
Take a moment to reflect on how your career ambitions align with FNZ’s objectives. When we articulate how our personal growth ties in with the company’s goals, it shows commitment and a genuine interest in contributing to their success.
