Fintel

Business Development Executive – Financial Advisers

Fintel

full-time

Posted on:

Location Type: Hybrid

Location: Haddenham • United Kingdom

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About the role

  • Proactively identify and engage individual advisers via phone, email, and digital channels.
  • Deliver concise, impactful product demonstrations tailored to adviser needs.
  • Close deals efficiently to meet monthly and quarterly revenue targets.
  • Position multiple Defaqto solutions (e.g., Engage, MICAP, VouchedFor, Competent Adviser) in a single sales cycle.
  • Highlight cross-product synergies and value propositions for individual advisers.
  • Maintain a high activity level (calls, demos, proposals) to drive consistent deal flow.
  • Shorten sales cycles through effective qualification and objection handling.
  • Encourage repeat purchases and upgrades via regular check-ins.
  • Identify opportunities for add-ons and complementary products.
  • Accurately record all interactions, pipeline stages, and outcomes in the CRM.
  • Provide timely forecasts and insights to the Sales Director.

Requirements

  • Experience with high volume outbound sales calls is essential
  • Familiarity with the UK financial advice market is desirable
  • Proven track record in transactional or high-volume B2B sales.
  • Proven experience using CRMs for all sales activities, pipeline targets, and interactions.
  • Strong closing ability and resilience in a fast-paced environment.
  • Ability to quickly learn and sell multiple technical products.
  • Ability to demonstrate your success in generating new business revenue through proactive outreach, effective qualification, and closing skills.
  • Highly proactive and target driven.
  • Comfortable with outbound activity and managing a large pipeline.
  • Adaptable and collaborative, working closely with marketing and product teams.
Benefits
  • You'll work on a hybrid basis from our London office - normally 3 days a week.
  • From time to time you might attend networking or client events.
  • Applicants must already hold a legal right to work in the UK without time restrictions and without the need for future sponsorship.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
B2B salesoutbound salesproduct demonstrationsqualification skillsclosing skillspipeline managementrevenue generationCRM usagesales forecastingtechnical product knowledge
Soft Skills
proactiveresiliencetarget drivenadaptablecollaborativeeffective communicationobjection handlingrelationship buildingtime managementproblem solving