At a Glance
- Tasks: Pitch investment opportunities and close deals with prospective clients over the phone.
- Company: Dynamic investment firm in Epsom, Surrey, focused on growth and performance.
- Benefits: Competitive salary up to £30,000 plus uncapped commission and career progression.
- Other info: Modern office environment with excellent earning potential for top performers.
- Why this job: Join a supportive team and make a real impact in the financial world.
- Qualifications: Proven sales experience and strong communication skills are essential.
The predicted salary is between 30000 - 30000 £ per year.
We are seeking a highly motivated and experienced Senior Investment Broker to join our growing investment sales team in Epsom, Surrey. This is a high-performance role focused on pitching investment opportunities to prospective clients over the phone and closing deals. The successful candidate will have a strong background in sales, brokerage, or financial services, with proven experience converting leads into high-value investments. You will be responsible for building relationships with potential investors, presenting our company’s investment products, and consistently achieving revenue targets.
Key Responsibilities
- Proactively contact prospective investors via outbound calls and warm leads.
- Deliver compelling sales presentations of the company’s investment products.
- Build rapport and trust with clients while identifying their investment objectives.
- Close investment deals and guide clients through the onboarding process.
- Maintain a strong pipeline of qualified prospects.
- Consistently achieve and exceed individual revenue and conversion targets.
- Record all interactions and deal progress in the company’s CRM system.
- Maintain up-to-date knowledge of financial markets and the company’s offerings.
Requirements
- Proven experience as a broker, investment sales executive, or high-value phone sales professional.
- Demonstrated track record of closing deals and exceeding sales targets.
- Strong telephone sales and client-conversion skills.
- Excellent communication, negotiation, and objection-handling abilities.
- Ability to build trust quickly with high-net-worth or prospective investors.
- Self-motivated with a results-driven mindset.
- Experience using CRM systems and managing a sales pipeline.
- Understanding of investment products or financial markets is highly desirable.
Preferred Experience
- Background in financial services, brokerage, wealth management, or investment sales.
- Experience selling alternative investments, equities, funds, or structured products.
- Existing client network or investor relationships is advantageous.
What We Offer
- Competitive base salary up to £30,000 with uncapped commission structure.
- High earning potential for top performers.
- Supportive sales environment with qualified leads.
- Opportunities for career progression within a growing investment firm.
- Modern office environment in Epsom, Surrey.
Senior Investment Broker in Epsom employer: Growth Investments
Join our dynamic investment sales team in Epsom, Surrey, where we prioritise a supportive and high-performance work culture that empowers you to excel. With competitive salaries, uncapped commission structures, and ample opportunities for career progression, we are committed to fostering your professional growth while you build meaningful relationships with clients and drive impactful investment solutions.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Investment Broker in Epsom
✨Tip Number 1
Get to know the company inside out! Before you pick up the phone, do your homework on their investment products and recent market trends. This way, when you pitch, you’ll sound like a pro and show that you’re genuinely interested.
✨Tip Number 2
Practice makes perfect! Role-play with a friend or colleague to refine your sales pitch. The more comfortable you are with your delivery, the better you’ll connect with potential investors over the phone.
✨Tip Number 3
Build rapport quickly! When you’re on the call, focus on listening to your clients’ needs and concerns. This will help you tailor your pitch and establish trust, making it easier to close those deals.
✨Tip Number 4
Don’t forget to follow up! After your initial call, send a quick email summarising your conversation and next steps. This shows professionalism and keeps you top of mind for your prospects.
We think you need these skills to ace Senior Investment Broker in Epsom
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in sales and brokerage. We want to see how you've closed deals and built relationships with clients, so don’t hold back on those achievements!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our Senior Investment Broker role. Share your passion for investment sales and how you can help us achieve our goals.
Showcase Your Communication Skills:Since this role involves pitching to clients over the phone, make sure your application reflects your excellent communication skills. We love candidates who can convey their ideas clearly and persuasively!
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 Growth Investments
✨Know Your Investment Products
Before the interview, make sure you have a solid understanding of the investment products the company offers. This will not only help you answer questions confidently but also allow you to discuss how these products can meet potential clients' needs.
✨Practice Your Pitch
Since this role involves pitching investment opportunities, practice your sales presentation beforehand. Try to simulate the interview environment with a friend or family member, focusing on clarity, persuasion, and handling objections effectively.
✨Build Rapport Quickly
In your interview, demonstrate your ability to build trust and rapport quickly. Share examples from your past experiences where you successfully connected with clients, highlighting your communication skills and emotional intelligence.
✨Showcase Your Results-Driven Mindset
Be prepared to discuss your previous sales achievements and how you consistently exceeded targets. Use specific metrics or examples to illustrate your success in closing deals and converting leads into high-value investments.
