Description

Overview

A well-established UK financial services organisation is seeking a motivated and relationship-focused professional to join its growing commercial team based in Wimbledon.

The successful candidate will act as the main point of contact for their allocated accounts, providing ongoing support, strengthening relationships, and promoting a range of financial products and services. This is an excellent opportunity for someone with a strong sales background who enjoys working in a target-driven environment.

Flexible and hybrid working options are available.

Key Responsibilities

• Achieve and exceed monthly sales and activity targets.
• Promote and increase adoption of new products and services within the broker network.
• Identify and secure new business opportunities across existing and prospective accounts.
• Manage onboarding processes for new partners to ensure a smooth experience.
• Build and implement strategic account plans to support portfolio growth and profitability.
• Maintain strong broker retention through proactive relationship management and contract renewals.
• Review management information and performance data to identify trends and opportunities.
• Develop long-term working relationships with brokers, business partners, and internal stakeholders.
• Act as the primary contact for account queries, escalations, and service-related matters.
• Gather feedback and ensure high levels of partner satisfaction and loyalty.
• Attend industry events, meetings, and networking opportunities where required.
• Ensure all compliance, governance, and regulatory standards are maintained.

Skills & Experience Required

• Previous experience in sales, account management, or business development.
• Strong negotiation and relationship-building skills.
• Excellent communication skills, both written and verbal.
• Self-motivated with the ability to work independently.
• Target-driven mindset with a proactive approach to business growth.