Internal Sales, Financial Software

Flack Sales Recruitment Ltd
08 Apr 2017
08 May 2017
Contract Type
Full Time

Internal Sales, Financial Software


£25,000 to £35,000 plus uncapped commission and benefits

Our client is a highly successful developer of software solutions designed for financial services, including IFA’s, mortgage lenders, financial planning and banks. They offer a broad range of e-commerce, CRM managing the full cycle from customer details to advisory, sale and processing. They offer hosted solutions for all levels from independent financial advisors to large groups, covering training and support as required.

As part of a planned expansion, our client has asked us to source an internal sales professional who will secure contracts with smaller IFA’s and generate leads, appointments with the larger groups for the filed sales executives to close.

The role:

· Convert incoming enquiries in to sales or appointments for the field sales team

· Generate sales or appointments from quality data supplied

· Network within IFAs to source new contacts and opportunities

· Run telesales campaigns, working closely with support teams and external business developers

· Sell high quality hosted software solutions to small independents and open doors for the business developers to sell high value hosted financial service software solutions which will be designed and branded to specification.

· Work closely with each customer secured to ensure all opportunities are capitalised and all clients are happy.

Suitable applicants:

· Will have sold software solutions to the financial sector, IFAs, financial advisors, mortgage lenders, banks and similar

· Will be happy running telesales campaigns

· Be happy selling hosted software, training and support packages to smaller advisors

· Be comfortable generating quality appointments for the field sales managers to attend and manage and close

· Be a highly professional consultative sales professional, happy selling at all levels.

· Be happy working closely with the internal sales and support teams and the field based sales team, to support and feed quality leads, appointments and information.

Our client is happy for this role to be based from home, visiting the office for one day a week.

Should you have the right financial services sales experience and this role sound like a good next challenge for you, please email or call, we will be pleased to hear from you