Financial Services Specialist

9 hours ago


Reading, Reading, United Kingdom Citrus Recruit Ltd Full time

Citrus Recruit Ltd is seeking a Financial Services Specialist to join their team and play a key role in driving sales growth.

About the Company

Our client is a leading Financial Services company with a strong presence in the UK market. They are looking for an experienced Business Development professional to join their team and contribute to their ongoing success.

This is an exciting opportunity to join a business with growth plans for both revenue and people over the next 3 years. As we grow, there will be career development opportunities and an impact on our success.

The successful candidate will have experience in a Business Development role ideally within a Financial Services company, but we are open to any industry.

This is a remote role, where you must live in the patch you will be working.

Responsibilities & Day-to-Day Duties
  • Building and maintaining new and existing relationships with new clients but also now introducers such as brokers and accountants.
  • Achieve sales targets in line with company expectations.
  • Building and maintaining a level of new enquiries, identify and secure opportunities for new business and contacts.
  • Conduct sales meetings with prospective clients when required and complete loan templates.
  • Deliver excellent customer service to all clients, prospective clients, internal and external customers.
  • Manage sales pipeline and diarise effectively, following up with outstanding enquiries and account management as required.
Key Skills & Qualifications
  • Strong communication and interpersonal skills.
  • Ability to build and maintain relationships with clients and stakeholders.
  • Results-driven with a proven track record of achieving sales targets.
  • Intermediate Excel skills and ability to learn new software quickly.
Benefits

We offer a competitive salary of £44,000 per annum, uncapped commission structure, and a range of benefits including:

  • 23 days holiday + BH (closed over Christmas).
  • Option to buy additional holiday.
  • Pay mileage at 45p a mile.
  • Death in service policy.
  • Discount packages.


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