Business Development Executive at CV - Library sourcing new clients and developing business opportunities. Working in a hybrid model from Fleet, Hampshire, engaging corporate clients and achieving targets.
About the role
- Business Development Executive role focusing on high volume sales to individual financial advisers via phone and Teams. Engaging in product demonstrations and maintaining client relationships.
Responsibilities
- Proactively identify and engage individual 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 (e.g., Engage, MICAP, VouchedFor, Competent Adviser) in a single sales cycle.
- Highlight cross-product synergies and value propositions for individual advisers.
- Maintain a high activity level (calls, demos, proposals) to drive consistent deal flow.
- Shorten sales cycles through effective qualification and objection handling.
- Encourage repeat purchases and upgrades via regular check-ins.
- Identify opportunities for add-ons and complementary products.
- Accurately record all interactions, pipeline stages, and outcomes in the CRM.
- Provide timely forecasts and insights to the Sales Director.
Requirements
- 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 your success in 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.
Benefits
- You'll work on a hybrid basis from our London office - normally 3 days a week.
- From time to time you might attend networking or client events.
- Applicants must already hold a legal right to work in the UK without time restrictions and without the need for future sponsorship.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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