Business Development Executive - (financial advisers)
LondonHybrid
AI Summary
Drives high-volume transactional sales to individual financial advisers via phone and Teams, selling multiple Defaqto solutions and managing a fast-moving pipeline to meet revenue targets.
About this role
We are looking for a Business Development Executive to drive high volume, transactional sales directly to individual financial advisers. This is a telephone / Teams based role.
- Experience with high volume outbound sales calls is essential
- Familiarity with the UK financial advice market is desirable
Role Overview:
This role focuses on multi-product selling across Defaqto’s suite of financial adviser solutions, ensuring quick adoption and repeat purchases. Success requires strong closing skills, product knowledge, and the ability to manage a fast-moving pipeline
This role focuses on multi-product selling across Defaqto’s suite of financial adviser solutions, ensuring quick adoption and repeat purchases. Success requires strong closing skills, product knowledge, and the ability to manage a fast-moving pipeline
Key Responsibilities
New business acquisition
• 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.
Multi-Product Selling
• 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.
Transactional Sales Excellence
• Maintain a high activity level (calls, demos, proposals) to drive consistent deal flow.
• Shorten sales cycles through effective qualification and objection handling.
Account Growth
• Encourage repeat purchases and upgrades via regular check-ins.
• Identify opportunities for add-ons and complementary products.
CRM & Reporting
• Accurately record all interactions, pipeline stages, and outcomes in the CRM.
• Provide timely forecasts and insights to the Sales Director
• 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.
Multi-Product Selling
• 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.
Transactional Sales Excellence
• Maintain a high activity level (calls, demos, proposals) to drive consistent deal flow.
• Shorten sales cycles through effective qualification and objection handling.
Account Growth
• Encourage repeat purchases and upgrades via regular check-ins.
• Identify opportunities for add-ons and complementary products.
CRM & Reporting
• Accurately record all interactions, pipeline stages, and outcomes in the CRM.
• Provide timely forecasts and insights to the Sales Director
Skills, Knowledge & Expertise
Essential Requirements:
- 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.
Desirable Experience:
• Familiarity with the UK financial advice market.
Your Approach to work:
Your Approach to work:
- Proactively positioning additional features, tiers, or services that align with evolving adviser needs and deliver measurable ROI.
- Ability to drive client engagement by building trust and knowledge across the Defaqto suite of products and services.
- Highly proactive and target driven.
- Comfortable with outbound activity and managing a large pipeline.
- Adaptable and collaborative, working closely with marketing and product teams.
- Keen to develop your skills and work towards a BDM role.
Benefits
Location:
You'll work on a hybrid basis from our London office, which is in Farringdon - normally 3 days a week. From time to time you might attend networking or client events.
Right to Work:
Right to Work:
Applicants must already hold a legal right to work in the UK without time restrictions and without the need for future sponsorship. We are unable to provide Skilled Worker visa sponsorship.
Skills
ClosingCRMMicrosoft TeamsObjection HandlingOutbound SalesPipeline ManagementProduct DemonstrationsQualificationSalesforceTelephone Sales
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