What you’ll do:
New business acquisition
- Proactively identify and engage individual advisers via phone, email, and digital channels
- Deliver concise, impactful product demonstrations tailored to adviser need
- Close deals efficiently to meet monthly and quarterly revenue targets
Multi-Product Selling
- Position multiple Defaqto solutions (e.g., Engage, MICAP, VouchedFor, Competent Adviser) in a single sales cycle
- Highlight cross-product synergies and value propositions for individual advisers
Transactional Sales Excellence
- Maintain a high activity level (calls, demos, proposals) to drive consistent deal flow
- Shorten sales cycles through effective qualification and objection handling
Account Growth
- Encourage repeat purchases and upgrades through regular check-ins
- Identify opportunities for add-ons and complementary products
CRM & Reporting
- Accurately record all interactions, pipeline stages, and outcomes in CRM
- Provide timely forecasts and insights to the Sales Director
What you’ll need to succeed
- New Business Revenue - consistently generate new business through proactive outreach, effective qualification, and closing sills
- Upsell Revenue - position additional features, tiers, or services that align with evolving adviser needs and deliver measurable ROI
- CRM Hygiene - ensure all sales activities, pipeline stages, and adviser interactions are accurately recorded in the CRM
- Client Engagement - build trust and knowledge across the Defaqto suite of products and services
Skills & Experience
Required:
- Proven track record in transactional or high-volume B2B sales
- Strong closing ability and resilience in a fast-paced environment
- Excellent communication and persuasive skills
- Ability to quickly learn and sell multiple technical products
- Familiarity with the UK financial advice market is desirable but not essential
Approach to work
- Highly proactive and target driven
- Comfortable with outbound activity and managing a large pipeline
- Adaptable and collaborative, working closely with marketing and product teams
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