Selectapension Ltd are an online FinTech company that provide Financial Advisers with Pension & Investment Switching software, built to save Advisers’ time when researching the best Pension Products for their clients. They represent over 200 Pension and Investment products in the UK industry, giving Advisers full market coverage
Team - Sales team
Responsible To - Head of Sales and Marketing
Home based role with occasional visits to the office in Crowborough
Salary £23,000 plus Commission
Job Overview
Initially the recruit would work with the Head of Sales and other senior team members to gain knowledge of our offering, then feedback any changes that would help enhance the tool set.
Use Salesforce and Admin in accordance with the company processes, as well as any other software internally. Once fully up to speed with our software and how we operate the role will be to book meetings and demonstrations in the Diaries of the account managers within the sales team. You will also be responsible for ensuring that the Salesforce CRM is up to date with information on potential clients and current subscribers.
The focus is to generate new software sales for the business; targets include advisors and financial planners who do not currently subscribe as well as current subscribers who are already using certain parts of our software. We are also very keen for feedback and encourage the team to share information about our competitors, for example if there is any pertinent information to a direct competitor, we add this to our CRM and share it with the sales and account management team.
Key Responsibilities
- Identifying new business opportunities, including new markets, new clients, new partnerships or new products and services.
- Building relationships with new clients, gauging their needs And organising demonstrations for the account managers.
- Maintaining and developing relationships with current clients whilst increasing revenue where possible.
- Possessing a strong understanding of the company’s products, the competition in the industry and positioning.
- Collaborating with Technical and the Developers and to help improve the current tool set.
- Working with other team members to define strategy and forward planning of sales.
- Work with marketing to help target the correct audience in our marketplace.
- Share any knowledge of our competitors and help enhance the offering.
- Ensure the Salesforce CRM is kept up to date with information on current and non-subscribing advice firms, whilst requesting any new selections to be added to the instance.
- For each booking made we will pay a Commission, for any of those bookings that convert into sales we will pay a further Commission.
Qualifications Required
Educated to degree level or equivalent relevant industry experience
Experience Required
Previous experience in a similar role is essential, our marketplace is niche and requires deep knowledge of what we offer and our competitors in this space.
Diversity within the workplace
At Selectapension we are pleased to say we create a diverse and inclusive work environment. We are an equal opportunity employer, and we actively encourage all individuals to express themselves and to achieve their full potential.
As a company, we continuously strive to outreach to individuals of all backgrounds and identities. We do not discriminate against applicants based on gender identity, race, national and ethnic origin, religion, pregnancy, age, sexual orientation, and/or mental or physical disabilities.
If you have a disability, such as dyslexia or a medical condition which you believe may affect your performance during any aspect of our selection process, we will be happy to make reasonable adjustments to enable you to complete the process to your best ability.
By prioritising employee wellbeing, experience, recognition, and development, we are instrumental in attracting, nurturing, and retaining top talent that contributes to Selectapension's success and growth.
What You Can Expect From Us
- 25 days’ annual leave (increasing with length of service) plus bank holidays
- Company profit share bonus scheme
- Annual salary reviews, based on individual performance
- Professional Development by e-learning, and contribution to courses with accredited certification
- Enhanced Maternity and Paternity pay
- Access to our retail discounts platform
- Employee Assistance Programme with 24/7 support
- Health Cash Plan
- Company Sick Pay
- Purchase Holiday SchemeGroup Pension Scheme with salary sacrifice
- Life Assurance
- Refer a Friend scheme
- Cycle to Work scheme
Training and Development
Our extensive online training library has a vast collection of courses to enhance your skillset and knowledge in many areas. You can access over 30,000 courses on a variety of topics to boost your performance.
Use of Artificial Intelligence (AI) in Applications
We recognise that many candidates use artificial intelligence (AI) tools to support the preparation of job applications. AI may be used to assist with tasks such as spell checking, grammar, formatting and improving the clarity of written responses. However, applicants must ensure that all information submitted is their own and accurately reflects their skills, knowledge, qualifications and experience.
Candidates should not use AI or other automated tools to complete application forms, generate substantive responses on their behalf, or create content that does not genuinely represent their own experience and abilities. Applications should be a personal and authentic expression of the candidate's qualifications, achievements and career history.
Any information provided must be truthful, accurate and capable of being discussed and evidenced during the recruitment process. AI-generated content must not be used to fabricate, exaggerate, embellish or misrepresent experience, qualifications, responsibilities or achievements.
The use of AI to present information that is not an accurate reflection of a candidate's own experience may be regarded as dishonest and may be treated as a form of cheating within the recruitment process. Where we reasonably believe that an application contains misleading, fabricated or misrepresented information, the application may be withdrawn from consideration or, where discovered later, any offer of employment may be withdrawn in accordance with applicable law.
This approach helps us maintain a fair, transparent and inclusive recruitment process, ensuring that all candidates are assessed consistently on their own skills, experience and potential.
This position does not meet the eligibility requirements for sponsorship under the Skilled Worker Route within the UK Visa and Immigration service’s Points Based System. Therefore, Selectapension will not be able to sponsor individuals who require permission to work to carry out this position.
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