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Account Manager - Financial Services

Account Manager - Financial Services

Equation Recruitment

Posted 20 days ago, valid for 10 days

Towcester, Northamptonshire NN12 8LR, England

Full Time

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Sonic Summary

The position is for an Account Manager in the Financial Services sector with a basic salary of 30k and an OTE of 75K, depending on experience.
The ideal candidate should have experience in client-facing sales, preferably in telesales, and a background in the finance sector, particularly as a Finance Broker.
Responsibilities include building client relationships through various channels, offering tailored finance solutions, and preparing finance applications.
Candidates should be self-motivated, possess strong communication skills, and have a focus on compliance and customer fairness.
The role offers a supportive team culture, flexible working environment, and a clear path to leadership within the growing company.

Account Manager - Financial Services

30k basic with 75K OTE Depending on level and previous experience.

Our client is an ambitious, tech-driven financial intermediary seeking a hardworking and proactive Account Manager to join their growing team. If you’re experienced in client-facing sales (preferably telesales) and have a background in the Finance sector, especially from a Finance Broker, they want to hear from you.

The Account Manager role will include:

Building strong client relationships via telesales, social media & events
Offering tailored finance solutions (asset finance, commercial loans, invoice & property finance)
Preparing persuasive finance applications
Understanding clients’ needs through detailed analysis and consultative sales

You’ll thrive in this Account Manager role if you:

Are self-motivated with a track record in financial sales
Communicate professionally and confidently
Are vigilant about compliance and treating customers fairly
Enjoy working as a team in a high-performing team

Why join our client as an Account Manager?

Full CRM & telephony setup
Dedicated Sales Support team
Access to a broad lender panel
A clear route to team leadership as we scale
Supportive team culture and flexible working environment

Ready to grow your career with a business on the rise? Apply today!

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