Sales Executive
Fintelligent Search
If you have sales experience and want to build a long-term career in financial services, this Sales Executive role offers a structured route into financial advice, with R01 and R04 qualifications funded from the outset.
You’ll join a growing financial services business where your initial focus will be generating and qualifying opportunities for financial advisers. With a clear progression route into CRM and Junior Advisor positions, this role is designed for someone who wants to develop their career rather than simply move into another sales position.
Package & Benefits:
• Salary of £30,000–£35,000 per annum.
• R01 and R04 qualifications fully funded, with a targeted qualification path within 6–8 weeks.
• Uncapped commission.
• Clear progression into CRM and Junior Advisor roles.
About the Company
You’ll join an established financial services business providing advice across pensions, investments and retirement planning.
The business is focused on developing future advisers internally, giving ambitious sales professionals the opportunity to build their technical knowledge, gain recognised qualifications and progress their careers within financial services.
Key Responsibilities:
• Make outbound calls to prospective customers and discuss their existing pension arrangements.
• Identify suitable opportunities for pension reviews and generate qualified leads.
• Book qualified appointments for financial advisers.
• Build knowledge of pensions, financial services and the advice process alongside professional qualifications.
• Manage conversations confidently, handle objections and identify genuine customer opportunities.
About YouWe’re looking for someone with a proven sales background who is motivated by targets and wants to build a career in financial services.
You’ll ideally have:
• At least one year’s sales experience, ideally within a high-volume outbound environment.
• Experience working within a regulated financial services environment.
• Confidence handling objections and converting leads.
• Strong communication skills and the ability to build rapport quickly.
• A genuine interest in developing towards a career in financial advice.
If you’re looking to use your sales experience as a stepping stone into financial advice, this Sales Executive role offers a clear development path, funded professional qualifications and uncapped earning potential.
Contact Fintelligent for more information or a confidential discussion.
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