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For Companies At a Glance
- Tasks: Drive sales of pension software to UK pension funds and manage client relationships.
- Company: Join a rapidly growing SaaS FinTech firm specializing in pension solutions.
- Benefits: Enjoy remote work flexibility with occasional office travel and a competitive salary.
- Why this job: Be part of an exciting fintech environment that offers challenging work and career growth.
- Qualifications: Experience in B2B software sales, especially in pensions, is essential.
- Other info: Hybrid work model with opportunities for team collaboration and industry events.
The predicted salary is between 42000 - 65000 £ per year.
Pensions SaaS FinTech Firm
Pensions Sales Executive
£50k – £65k
Remote (Occasional office travel)
You must have experience in sales focussed on Pensions products or you won\’t be considered for this role.
About Us
My client is a pensions ‘Software as a Service (SaaS)’ business. Our solutions range from Administration to Asset Liability Management, and much more.
Our unique approach to the provision of services has resulted in rapid growth over the last few years. Joining us as our Pension Administration Sales Executive will give the opportunity to work in an exciting fintech business that will provide challenging and interesting work to allow our staff to build rewarding careers.
About You
As the Administration Sales Executive, you will be responsible for driving sales of pension administration and management software to UK Local Government Pension Funds (LGPS), UK private DB/DC pension schemes and the bulk/individual annuity market.
You will ensure compliance with procurement requirements while building strong, long-term relationships with key stakeholders. This role focuses on delivering solutions that address the complexities of private & public sector pension administration, including legislative changes, data management, and member engagement.
Responsibilities & Criteria
Sales Strategy and Planning
- Develop and execute a sales plan to target private/public pension schemes and insurers, ensuring alignment with company growth objectives.
- Research and identify opportunities within the relevant markets, including understanding client-specific challenges and procurement cycles.
- Create tailored sales proposals addressing pain points, such as compliance (McCloud Remedy, TCFD), data accuracy, and member communication.
Client Relationship Management
- Build and nurture relationships with stakeholders, including pension administrators, scheme managers, and procurement teams.
- Act as the primary point of contact throughout the sales cycle, ensuring consistent communication and trust.
- Represent the company at conferences, forums, and industry events.
Solution Selling
- Demonstrate the capabilities of the pension software through presentations, workshops, and product demonstrations.
- Collaborate with technical and product teams to align solutions with client needs and regulatory requirements.
- Negotiate contracts and pricing in accordance with procurement guidelines.
- Liaise with client managers and the onboarding team to ensure a smooth transition.
Pipeline and Performance Management
- Manage a sales pipeline with long sales cycles (6–18 months), accurately forecasting potential revenue.
- Achieve and exceed sales targets.
- Maintain records of sales activity using CRM tools, ensuring transparency and reporting accuracy.
- Collaboration and Knowledge Sharing
- Work closely with marketing, product development, and customer success teams to ensure the delivery of value-driven solutions.
- Provide market feedback to influence product improvements and innovation.
Requirements
- Proven experience in B2B software sales, ideally with private/public pensions sector, LGPS or insurer clients.
- Strong knowledge of UK pensions legislation and administration, including familiarity with challenges like McCloud Remedy, GMP equalisation, and data migration.
- Excellent communication and presentation skills, with the ability to translate technical solutions into client benefits.
- Experience managing long sales cycles and navigating complex procurement processes.
Desirable:
- Familiarity with LGPS-specific tools or pensions software platforms (e.g., Civica Pensions, Altair by Aquila Heywood etc).
- Understanding of procurement frameworks (e.g., G-Cloud, local authority tendering processes).
- Experience in managing large accounts or enterprise software deals.
Qualifications:
- Bachelor’s degree in business, IT, or a related field (preferred but not essential).
- Sales certifications are a plus.
Work Environment:
- Hybrid or remote working, with travel to meet clients, attend events, and conduct demos.
- Periodic visits to Belfast or regional offices for team collaboration.
Pensions Sales Executive employer: The MWek Company
Contact Detail:
The MWek Company Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Pensions Sales Executive
✨Tip Number 1
Familiarize yourself with the specific challenges and legislative changes in the UK pensions sector, such as McCloud Remedy and GMP equalisation. This knowledge will help you engage more effectively with potential clients and demonstrate your expertise during conversations.
✨Tip Number 2
Network within the pensions industry by attending relevant conferences and forums. Building relationships with key stakeholders can open doors and provide insights into client needs and procurement cycles, which are crucial for your sales strategy.
✨Tip Number 3
Utilize CRM tools to track your sales activities and manage your pipeline effectively. Keeping accurate records will not only help you forecast potential revenue but also demonstrate your organizational skills to potential employers.
✨Tip Number 4
Prepare to showcase your solution-selling skills by practicing presentations and product demonstrations. Being able to clearly articulate how your software addresses client pain points will set you apart from other candidates.
We think you need these skills to ace Pensions Sales Executive
Some tips for your application 🫡
Highlight Relevant Experience: Make sure to emphasize your experience in sales, particularly focused on pensions products. Clearly outline your previous roles and achievements that align with the responsibilities of a Pensions Sales Executive.
Tailor Your Application: Customize your CV and cover letter to reflect the specific requirements mentioned in the job description. Address how your skills and experiences can help tackle the challenges faced by the company in the pensions sector.
Showcase Communication Skills: Since excellent communication is crucial for this role, provide examples of how you've successfully communicated complex solutions to clients in the past. This could include presentations, workshops, or client interactions.
Demonstrate Industry Knowledge: Include any relevant knowledge you have about UK pensions legislation and administration. Mention specific challenges like McCloud Remedy or data migration to show that you understand the industry landscape.
How to prepare for a job interview at The MWek Company
✨Showcase Your Pensions Knowledge
Make sure to highlight your understanding of UK pensions legislation and administration during the interview. Be prepared to discuss specific challenges like McCloud Remedy and GMP equalisation, as this will demonstrate your expertise in the field.
✨Demonstrate Solution Selling Skills
Prepare to discuss how you would approach solution selling for pension administration software. Think about how you can translate technical features into client benefits and be ready to share examples from your past experiences.
✨Highlight Relationship Management Experience
Since building strong relationships with stakeholders is crucial, come equipped with examples of how you've successfully managed client relationships in previous roles. Emphasize your communication skills and ability to act as a trusted point of contact.
✨Discuss Sales Strategy and Planning
Be ready to talk about your approach to developing and executing a sales plan. Discuss how you identify opportunities within the market and tailor your proposals to address client-specific challenges, showcasing your strategic thinking.
