At a Glance
- Tasks: Engage clients through phone, email, and social media to drive sales.
- Company: Dynamic FinTech company focused on pensions and investment management.
- Benefits: Competitive salary, professional development, and networking opportunities.
- Other info: Opportunity for career growth and to represent a leading brand.
- Why this job: Join a fast-paced environment and build valuable relationships in finance.
- Qualifications: Sales experience in financial services and strong communication skills.
The predicted salary is between 50000 - 70000 £ per year.
As a Financial Platform Sales Specialist, you will engage with clients through phone, email, and social media. You’ll also provide a professional presence at corporate events, representing the brand and building strong relationships with prospective clients.
We're ideally seeking people with previous sales experience (Fund Sales, Fixed Income Sales, Equity Sales, Tech Sales), whilst experience within the investment management arena is absolutely essential. Strong candidates with experience in Account Management, Relationship Management, and Investor Relations within the Financial Services sector will also be considered, but you must be comfortable performing cold outreach to new clients.
You’ll possess exceptional communication skills and will have a proven track record of building successful business relationships.
Interested? If so, click apply and send over your CV. Not got an up to date CV? Don’t worry, you can always give me a call for a confidential discussion or email me telling me that you’re interested. We’ll pick it up from there.
Financial Platform Sales Specialist employer: Willow Resourcing Limited
As a Financial Platform Sales Specialist at our dynamic FinTech company, you'll thrive in a vibrant work culture that prioritises innovation and collaboration. We offer competitive benefits, including professional development opportunities and a supportive environment that encourages personal growth, all while being located in a bustling financial hub that fosters networking and career advancement.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Platform Sales Specialist
✨Tip Number 1
Network like a pro! Get out there and connect with people in the FinTech and investment management sectors. Attend industry events, join relevant online groups, and don’t be shy about reaching out to potential clients or colleagues on social media.
✨Tip Number 2
Practice your pitch! Whether it’s over the phone or face-to-face, you need to be able to communicate your value clearly and confidently. Role-play with a friend or record yourself to refine your delivery and make sure you’re ready for any situation.
✨Tip Number 3
Follow up! After meeting someone or having a conversation, send a quick email or message to thank them and keep the dialogue going. This shows you’re genuinely interested and helps you stay top of mind when they’re looking for solutions.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, if you have any questions, feel free to reach out to Mark directly for a chat about the role and how you can stand out.
We think you need these skills to ace Financial Platform Sales Specialist
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Platform Sales Specialist role. Highlight your relevant sales experience and any specific achievements in the investment management arena. We want to see how you can bring value to our team!
Showcase Your Communication Skills:Since exceptional communication skills are a must, don’t just tell us you have them—show us! Use clear, concise language in your application and make sure to highlight instances where you've successfully built relationships with clients.
Be Bold with Cold Outreach:If you’ve got experience with cold outreach, let us know! Share examples of how you’ve successfully reached out to new clients in the past. We love candidates who aren’t afraid to take the initiative and make connections.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get to know you better. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Willow Resourcing Limited
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of the financial services sector, especially around investment management. Be ready to discuss trends in pensions and how they impact sales strategies. This will show that you're not just a sales person, but someone who understands the industry.
✨Show Off Your Sales Skills
Prepare specific examples from your previous sales experience that highlight your success in building relationships and closing deals. Whether it’s Fund Sales or Tech Sales, be ready to share metrics or achievements that demonstrate your effectiveness in driving revenue.
✨Practice Cold Outreach Scenarios
Since cold outreach is part of the role, practice your pitch! Role-play with a friend or family member to refine your approach. Think about how you can engage potential clients over the phone or via email, and be prepared to handle objections gracefully.
✨Be Professional and Personable
When representing the brand at corporate events, remember that first impressions count. Dress appropriately and be approachable. Show enthusiasm for the company and its mission, as well as a genuine interest in building long-term relationships with clients.
