Business Development Executive – (financial advisers)
Department: Sales
Employment Type: Permanent – Full Time
Location: London
Reporting To: Sales Director
Description
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
What you’ll do
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
What you’ll need to succeed:
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:
- 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.
Important to know:
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:
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.
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