Close through accountants and intermediaries
Own a pipeline of SDR-qualified meetings with accountants, bookkeepers, and IFAs
Run high-impact first meetings focused on discovery, education, and influence
Clearly articulate why Penfold is the best pension option for their clients
Convert intermediaries into active referrers and advocates
Consistently hit or exceed monthly and quarterly revenue targets driven by intermediary-led placements
Run effective partner-led sales cycles
Lead structure discovery to understand the intermediary’s client base, existing pension providers and pain points, decision criteria, and recommendation process
Deliver tailored demos framed around client outcomes and compliance confidence
Confidently handle objections around risk, regulation, trust, and switching
Create urgency without pressure in a trust-based buying environment
Work closely with SDRs and Partnerships
Partner tightly with SDRs to ensure high-quality handover and strong meeting context
Feedback on messaging, ICP quality, and common objections from accountants
Help refine qualification criteria to improve conversion from meeting -> active partner
Collaborate with Partnerships, Marketing, and Product to improve intermediary enablement
Contribute to sales excellence
Maintain accurate CRM hygiene, forecasting, and pipeline management
Share insights from accountant and IFA conversations with the wider business
Continuously improve how we sell to intermediaries as the channel scales

Requirements

Proven experience as a B2B Account Executive or similar closing role
Experience selling to accountants, bookkeepers, IFAs, or financial intermediaries
A track record of hitting or exceeding targets in a consultative sales environment
Strong discovery, objection-handling, and demo skills
Confidence selling regulated, trust-based, or mission-critical products

Benefits

Competitive salary – we proactively review salaries to ensure fairness and progression
Meaningful share options – you’ll own a part of Penfold and share in our success
10% pension contribution each month that you don’t need to match (on top of your salary)
Medical insurance – through Vitality, including private GPs, physio, counselling, and great discounts (think 50% off PureGym memberships, free Apple Watches, and more)
Unlimited holidays – we trust you to get the work done and take breaks when needed
Great office space (https://theministry.com) – our private office is run by the Ministry of Sound!
Free company lunch every week (think Borough Market and Mercato Metropolitano!)
Top-tier MacBook and WFH equipment to set you up for success
Cycle to work scheme – buy a bike tax-free and spread the cost
Learning & professional development – we support courses, events, and coaching to help everyone reach their goals
Quarterly company socials – plus plenty of regular team meetups!

Applicant Tracking System Keywords

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

Hard Skills & Tools

B2B salesconsultative salesobjection handlingdiscovery skillsdemo skillsCRM managementpipeline managementforecasting

Soft Skills

communicationcollaborationinfluencetrust-buildingadaptability