Sales Executive responsible for the active prospecting of clients via phone and WhatsApp within a leading fintech entity. Focusing on customer satisfaction and business development in financial services.
About the role
- Client Executive focused on delivering exceptional service to clients and advisers. Coordinating internal support for efficient operations at Eight Financial Advice.
Responsibilities
- Provide day-to-day support to financial advisers.
- Act as the first point of contact for client enquiries.
- Build and maintain strong client relationships.
- Oversee diary management, meeting bookings, and appointment scheduling.
- Assist in client meetings and keep records up to date.
- Ensure advisers are informed of client communications and requests.
- Liaise with internal teams to support adviser pipelines.
Requirements
- Strong organisational and multitasking skills.
- Excellent verbal and written communication.
- Confidence in liaising with clients and advisers.
- Proficiency in Outlook, Microsoft Office, and CRM systems.
- A proactive and detail-oriented approach.
- A team player who thrives in a client-focused environment.
Benefits
- Hybrid working: 3 days in the office, 2 days wherever you work best
- Performance bonus + Company-wide bonus (when Eight hits targets)
- 28 days' holiday + bank holidays + your birthday off
- Private medical insurance & life assurance (4x salary)
- Wellbeing support: EAP, mental health helpline, cycle-to-work scheme
- Free mortgage and pension advice from our in-house experts
- Volunteering time: 8 paid hours annually via The Eight Foundation
- Regular socials & epic events
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
Sales Executive focused on acquiring new clients through digital channels at a leading fintech. Engage in active prospecting and manage sales processes from negotiation to post - sale support.
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