Financial Services Sales Executive

Witney, up to £35,000 + commission

About Us

we help our clients navigate their options and find the right financial solutions for their needs. We are expanding our team and looking for motivated sales professionals who want to grow their careers in the financial services industry.

The Role

We are seeking an ambitious Sales Executive to help drive our business growth. In this role, you will connect with potential clients, identify their needs, and present appropriate financial products and services.

Whether you are looking to build on early success in sales or transition your skills into the financial sector, this position offers the tools, training, and support to help you reach your earning potential.

Key Responsibilities

• Identify and connect with potential clients through prospecting, networking, and following up on incoming leads
• Conduct initial consultations to evaluate prospective clients' situations and recommend relevant products or services
• Track prospects, maintain accurate client records in our database, and manage deals from initial contact through closing
• Present company solutions clearly and professionally to individual or business decision-makers
• Work toward meeting and exceeding monthly and quarterly revenue targets

Qualifications

• 1+ year of sales experience (open to B2B, B2C, retail sales, or account management backgrounds)
• Strong communication, active listening, and relationship-building skills
• Self-motivated, target-driven, and resilient with a strong desire to learn
• High school diploma required; degree or relevant industry licenses are a plus, but not required to apply

What We Offer

• Solid base pay with lucrative performance incentives
• Full onboarding and ongoing support to help you learn our products and market
• Opportunities for advancement into senior sales or account management roles
• Comprehensive benefits package, including health coverage