Business Development Executive – Financial Advisers

Fintel

. Proactively identify and engage individual financial advisers via phone, email, and digital channels .

Posted 10/5/2026full-timeLondon • United KingdomMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong outbound sales capabilities with a focus on high-volume calls and effective qualification techniques. Proficient in utilizing CRM systems to manage sales activities and pipeline, while delivering tailored product demonstrations to financial advisers.

Highest-signal resume keywords

High-Volume Outbound SalesB2B Sales ExperienceCRM ProficiencyClosing AbilityUK Financial Advice Market Familiarity

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales QualificationProduct DemonstrationRevenue GenerationPipeline ManagementObjection HandlingDeal ClosingTechnical Product KnowledgeForecastingSales Reporting

Soft Skills

ProactiveResilientAdaptableCollaborativeTarget Driven

Tools & Technologies

CRM Software

Industry Keywords

Financial AdvisersDefaqto SolutionsB2B SalesSales CycleProduct UpgradesCross-Product Synergies

About the role

Key responsibilities & impact

Proactively identify and engage individual financial 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
Position multiple Defaqto solutions, including Engage, MICAP, VouchedFor, and Competent Adviser, in a single sales cycle
Highlight cross-product synergies and value propositions for individual advisers
Maintain high activity levels across calls, demos, and proposals to drive consistent deal flow
Shorten sales cycles through effective qualification and objection handling
Encourage repeat purchases and upgrades through regular check-ins
Identify opportunities for add-ons and complementary products
Accurately record interactions, pipeline stages, and outcomes in the CRM
Provide timely forecasts and insights to the Sales Director
Work closely with marketing and product teams
Develop skills toward a BDM role

Requirements

What you’ll need

Experience with high-volume outbound sales calls is essential
Familiarity with the UK financial advice market is desirable
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 success generating new business revenue through proactive outreach, effective qualification, and closing skills
Highly proactive and target driven
Comfortable with outbound activity and managing a large pipeline
Adaptable and collaborative, working closely with marketing and product teams
Legal right to work in the UK without time restrictions and without future sponsorship; no Skilled Worker visa sponsorship available

Benefits

Comp & perks

Hybrid working from the London office in Farringdon, normally 3 days a week
Attendance at networking or client events from time to time
Legal right to work in the UK without time restrictions and without future sponsorship is required; Skilled Worker visa sponsorship is unavailable