We have a brilliant opportunity for an aspiring sales account manager!
* This Sales Support Executive role will enable you to finesse your sales administration experience, while building your knowledge of the pensions, investments and protection sector.
* Once you're settled, through your probationary period and powering on all cylinders, we'd like to support you to develop further, so that you can gradually take on your own account management responsibilities.
Who we are
Defaqto is one of the UK’s most trusted sources of financial product and market intelligence. By bringing together product data, technology and consumer insight we help everyone make smarter, more informed financial choices now, and in the future. And in doing so we hope to raise industry standards, power consumer choice and help the industry meet evolving customer needs.
Role overview
You will be providing essential sales administration and support for an experienced team who sell Ratings, Research Systems and sponsorships into the investment, pensions and protection sector. This role will help the team deliver on their objectives for revenue growth.
What you'll do
1. Sales Support
• Support and enable your sales team colleagues in terms of sales administration - manage and coordinate bookings, prepare sales reporting, invoices and provide contract support
• Working closely with the team, enable mass client communications
• Design and develop of engaging and on-brand sales collateral
• Work with individual members of the Investment Sales Team to deliver ad hoc support as needed and further evolve the Sales Support Role in the context of Investment Sales
2. Client Management
Once you've successfully completed your training and probationary period, your duties and responsibilities will expand into:
* Responding to direct client requests
* Exploit new sales opportunities as they present themselves
* Support the evolution of clients in areas of new proposition launches
What you'll need to succeed
Education
* Educated to A - Level as a minimum (with GCSE Maths at grade 5 or higher)
* A foundation knowledge of Retail Financial Products in the broad areas of Pensions, Investments and Protection is highly desirable
* Strong communication skills
* Reasonable numerical awareness and abilities
* Good foundations in using Microsoft Office tools, in particular with Excel, PowerPoint and CoPilot
* A creative ability - you'll be helping creating and designing sales assets
* Highly organised, able to multi-task
Experience
* Experience working within a Sales or Marketing Team is required
* Some experience is working in Financial Services is beneficial
Approach to work
* Strong attention to detail
* Happy to take the initiative but ask when you're not sure
* Keen to develop your skills and grow in to an account management position
* Comfortable working at pace - delivering on time and accurately
* Focused, happy to take ownership of your work
Location
This is a remote role but from time to time, you may be required to attend client meetings offsite and periodic attendance at the Defaqto offices in either London or Haddenham (Head Office) will be essential.
Right to Work
Applicants must already hold a legal right to work in the UK without time restrictions. We are currently unable to provide Skilled Worker visa sponsorship.
How we Work
Our values define how we work so that we can achieve our vision, provide a great employee experience, and positively impact our customers.
Think Big | Be Bold | Own it | Team up | Be a Star
We have a vibrant office environment with a hybrid approach to working supported by our flexible working promise. We have a focus on wellbeing, a programme of social, charity and team-building events and free fresh fruit delivered to the office.
Fintel plc and all the businesses within it adopt a zero-tolerance approach to discrimination on any of the protected grounds in the Equality Act 2010.
We are committed to providing equal opportunities to all current and prospective employees regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.
We aspire to have a diverse workforce because, in our view, diversity enables better business outcomes. We also believe that a more inclusive workplace, where people of different backgrounds work together, ensures better outcomes for all staff. From application to interview, we place inclusion at the heart of all we do.
For these reasons we strongly encourage suitably qualified applicants from a wide range of backgrounds.