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Do you have some experience in a B2B telephone sales role (including agency recruitment)? Are you working in a B2B role and love the vibe but not so much the company? Do you flourish under targets? Are you seeking a B2B telephone sales role in which you will receive full training and ongoing support from a dynamic and experienced leader? Are you looking to join a growing, innovative and well respected firm?
If you have answered a resounding YES for the questions above, then please read on and apply!
At Defaqto, we are on a mission to empower everyone to make smarter financial decisions, and we want you to be a part of our exciting journey to become the #1 provider in the UK. We are committed to excellence, not only in our people but also across our diverse portfolio of products.
So, why join Defaqto?
- Impactful Work: Every year, we support over 50 million financial decisions with a combined value exceeding £80 billion. Your contributions will directly influence and shape the financial landscape.
- Exciting Growth Opportunities: Our recent acquisition by Fintel PLC and ambitious growth plans mean Defaqto is set to double in size over the next 3-4 years, providing more opportunity for you to grow and develop.
- Collaborative Culture: Collaboration is encouraged and celebrated. We believe in a supportive environment where ideas are valued, and skills are recognised.
- Excellent benefits package: OTE, discretionary annual bonus, holiday trading and a great selection of flexible benefits
- Hybrid working - 3 to 4 days onsite each week
- Free parking onsite
- 10 minutes walk from the railway station
- Social activities and events
What’s the purpose of your role?
Defaqto is looking to grow the sales function and looking to focus on new client relationships and as part of this growth, we are setting up a new internal sales team. The Business Development Associate is a brand new role and will play a key part in building new client relationships. It will report to the Business Development Manager.
What you’ll do
- Develop and maintain an in-depth knowledge of the Intermediary sector of the UK financial services industry and of the opportunities, challenges and needs of Advisers and Investment managers.
- Develop and maintain an in-depth knowledge of Defaqto’s products and services and how they can deliver high levels of value to Advisers.
- Understand the competitive landscape in which Defaqto operates.
- Determine and utilise appropriate sales tactics (including effective call planning and follow up through CRM) to ensure that activity levels are maintained (in terms of calls, appointments.) and conversion targets are met.
- Generate outbound calls, emails and LinkedIn contacts to prospective customers in order to generate appointments. For each lead identified:
- Develop a clear understanding of the customer’s needs.
- Promote appropriate products and services to meet those needs.
- Complete all sales administration activities, including:
- Setting up and updating customer records in CRM.
- Diarising and logging all customer-related activity.
What you’ll need to succeed
- Degree level preferred but not essential
- Knowledge and/or interest in financial services sector are preferred
- Some experience and aptitude for selling, ideally in a telephone based role
- Hard working, energetic and willing to learn
- Must be professional and a clear and articulate communicator
- Must be motivated by targets and achieving results
We will provide full training and ongoing coaching and support to allow you to maximise your potential.
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.
