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- Tasks: Drive new sales and build strong client relationships in the wealth sector.
- Company: Join Twenty7tec, a leading tech company transforming financial advice.
- Benefits: Enjoy flexible working, competitive salary, and great perks like enhanced leave and health care.
- Why this job: Make a real impact in financial services while growing your career in a supportive environment.
- Qualifications: 2+ years in B2B/B2C sales, preferably in financial services.
- Other info: Be part of a diverse team with excellent career growth opportunities.
The predicted salary is between 55000 - 80000 £ per year.
Twenty7tec transforms financial advice through technology. We partner with businesses of all sizes who share our ambition to simplify, streamline and digitise financial services in the mortgage and wealth markets. All our partners are different, so our technology can be customised to meet both the needs of the business and the needs of the client. As such, we need talented people to join our growing team and are excited we have new opportunities to do so.
This is a senior role within the New Sales team responsible for driving new logo acquisition across the full product portfolio and managing the complete end-to-end sales cycle. The role requires a proactive approach to prospecting and pipeline development, with the ability to identify, engage, and convert high-value opportunities. The successful candidate will build and nurture strong client relationships, adopting a consultative, solution-led sales approach to understand customer needs and position tailored solutions that deliver measurable value. Acting as a key ambassador for the organisation, the individual will represent the brand at industry events and networking opportunities to enhance market presence and generate strategic opportunities. The role also requires strong commercial acumen, including strategic sales planning, pipeline management, and accurate forecasting to consistently achieve and exceed revenue targets.
About Us: The power and benefits of great financial advice are unquestionable. Twenty7tec, through our RESEARCH platform, is committed to designing and building exceptional technology that supports mortgage, protection, and wealth advisers in delivering exceptional client outcomes. Our technology is used by advisers, lenders, product providers, and financial institutions to underpin the effective delivery of financial advice to millions of consumers in the UK. On a daily basis, over 16,000 mortgage, protection and wealth advisers utilise our RESEARCH platform. Twenty7tec is a diverse employer, and we understand that everyone is unique. If you require additional information or reasonable adjustments to help you with your application or interview, we would be very happy to assist.
Recruitment Process: Applications for this role may require a short online assessment to establish competency in certain skill areas. If your application is successful, you will be invited to a short telephone screening call with a member of our HR team. This is an informal conversation to find out a little more about you and your expectations ahead of potentially moving on to a formal interview. If you are invited to an interview, this may be carried out at our Bournemouth office, or online via a video call depending on your location. Interviews are conducted with the line manager for this role. A second interview may be required depending on the specific job role and may be attended by a member of senior management where required.
Job Requirements: About You
- Minimum of GCSE in English and Maths at Grade C (or equivalent)
- A minimum of 2 years B2B/B2C sales experience
- Experience of working within financial services in particular within the Wealth Planning sector (Pension, Savings and Investments)
- A minimum of 2 years account management or sales experience
- Be able to demonstrate excellent interpersonal skills, able to relate and build strong working relationships with a wide range of clients
- A commercial mindset with a passion for sales and relationships
- Proven negotiation skills and confidently able to make decisions
- Demonstrable sales background with evidence of constantly exceeding targets
- Exceptional time management and organisational skills with a proven ability to handle multiple priorities
Job Responsibilities:
- Identify and pursue strategic sales opportunities, developing and executing against a sales plan to exceed revenue targets
- Build and maintain a strong pipeline of qualified prospects and opportunities
- Develop and nurture long-term relationships with key decision-makers and stakeholders
- Understand client goals, challenges, and objectives, proposing tailored solutions that deliver measurable value
- Lead client meetings, presentations, and product demonstrations with confidence and professionalism
- Manage the full sales cycle from prospecting through to negotiation and contract close
- Maintain accurate and up-to-date records of sales activity, pipeline, and account information in the company CRM system (Salesforce)
- Provide regular updates on pipeline performance, sales activity, and revenue forecasts to support reporting against targets
- Collaborate with Marketing and Product teams to ensure consistent messaging, effective positioning, and alignment with brand strategy
- Align sales execution with the company’s Go-To-Market (GTM) strategy, leveraging available sales enablement tools and resources
- Confidently represent and promote Twenty7Tec’s products and services to prospective and existing clients
- Communicate the product roadmap clearly and effectively to clients, ensuring alignment with their evolving needs
- Gather and relay customer insights and feedback to support product development and strategic planning
- Develop a strong understanding of industry trends and market developments
- Identify new or underserved market opportunities with clear commercial potential
- Support the development of marketing collateral and sales materials to reinforce key business messages
- Represent the company professionally while demonstrating and promoting the organisation’s culture and values
- Travel nationally to meet clients, develop new relationships, and represent the company at industry events and meetings as required
The above is not an exhaustive list of duties and you will be expected to perform additional or other duties as necessary to meet the needs of the business.
Job Benefits: You’ll be joining a company that looks after its people. Twenty7tec is currently ranked as a "Best Technology Company" to work for and holds the 'Good Business Charter' official accreditation.
- Sales Bonus (performance-based)
- Flexible working location (Hybrid)
- Increase on length of service up to a maximum of 28 days holiday plus bank holidays
- Enhanced Maternity and Paternity Leave
- Pension scheme
- Death In Service Insurance
- Income Protection Insurance
- Financial coaching and salary advance platform
- Cycle to work scheme
- Learning and development opportunities, including licence to our online learning platform
- Wellbeing programme, including access to Mental Health First Aiders
- Bupa Health care plan options - Medical and Dental (dependent on length of service)
- Dog-friendly office
- In-person and remote social events throughout the year
- Salary Range - Basic £55,000 - £80,000 GBP + Uncapped Commission
Strategic Sales Manager (Wealth Focused) in Bournemouth employer: Twenty7tec
Contact Detail:
Twenty7tec Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Strategic Sales Manager (Wealth Focused) in Bournemouth
✨Tip Number 1
Get to know the company inside out! Research Twenty7tec's products and values so you can speak confidently about how you can contribute. This shows you're genuinely interested and ready to hit the ground running.
✨Tip Number 2
Network like a pro! Attend industry events and connect with potential colleagues or clients. Building relationships can open doors and give you insights that might just set you apart from other candidates.
✨Tip Number 3
Practice your pitch! Be ready to articulate your sales experience and how it aligns with the role. Highlight your successes in B2B/B2C sales, especially in the Wealth Planning sector, to show you’re the right fit.
✨Tip Number 4
Don’t forget to follow up! After interviews or networking events, send a quick thank-you note. It’s a simple way to keep yourself top of mind and show your enthusiasm for the role at Twenty7tec.
We think you need these skills to ace Strategic Sales Manager (Wealth Focused) in Bournemouth
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in B2B/B2C sales, especially within the Wealth Planning sector. We want to see how your skills align with our mission to simplify financial services!
Showcase Your Achievements: Don’t just list your responsibilities; share specific examples of how you’ve exceeded sales targets or built strong client relationships. We love seeing numbers and success stories that demonstrate your impact!
Be Authentic: Let your personality shine through in your application. We’re looking for someone who can confidently represent Twenty7tec, so don’t be afraid to show us what makes you unique and passionate about sales.
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity with Twenty7tec!
How to prepare for a job interview at Twenty7tec
✨Know Your Stuff
Before the interview, make sure you thoroughly understand Twenty7tec's products and services. Familiarise yourself with the wealth planning sector, including pensions, savings, and investments. This knowledge will help you demonstrate your expertise and show how you can add value to their team.
✨Showcase Your Sales Skills
Prepare specific examples from your past experiences that highlight your sales achievements and how you've exceeded targets. Be ready to discuss your approach to building client relationships and how you’ve successfully managed the full sales cycle in previous roles.
✨Ask Insightful Questions
During the interview, don’t hesitate to ask questions that show your interest in the company and the role. Inquire about their sales strategies, the challenges they face in the wealth market, and how they measure success. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
✨Be Yourself
While it’s important to be professional, let your personality shine through. Twenty7tec values diversity and individuality, so don’t be afraid to express your unique perspective. Building rapport with the interviewers can make a lasting impression and set you apart from other candidates.