Inside Sales Executive - Employee Financial Wellbeing

£25,000 + Bonus c£26,500 - £28,000 OTE
30 May 2019
27 Jun 2019
Contract Type
Full Time

Inside Sales Executive - Award-Wining Financial Wellbeing Tech Platform for Employees (Fintech)
Royal Leamington Spa
£25,000 Base + Bonus c£26,500 - £28,000 OTE per annum + Benefits

Do you have the personality traits of someone like Will Smith - i.e ambitious, confident, calm, engaging, funny at the appropriate time and serious at the appropriate time? Do you subscribe to our mission, which is to make financial advice affordable and accessible to all?

If yes, we'd love to talk...

Who we are:

We are the UK's first online independent financial adviser offering fully regulated advice and guidance via simple online apps. We have one aim which is to make financial advice affordable and accessible to everyone. We distribute our apps through employers and direct to consumers. 

The Inside Sales Executive Role:

The role of the Inside Sales Executive is to support the Sales & Marketing team in developing new business opportunities, implementing procedures to endorse the sales process. The role includes generation of all new sales prospects from initial scope to contract signed. 

As an Inside Sales Executive you will:

+ Be target driven
+ Document progress of all leads on Sugar CRM
+ Work as part of a team to generate appointments with prospective customers
+ Promote and market the company’s full range of products in a positive manner
+ Participate in weekly meetings
+ Undergo continued training to keep up to date on products, promotions and services the company can offer
+ Attend lead generation events 
+ Support all projects relating to new business opportunities
+ Adhere to all Information Security policies and procedures 

About You:

+ Demonstrable resilience and tenacity 
+ Can easily articulate and converse with many different types of people 
+ Excellent influencing and negotiation skills
+ Drive and motivation to achieve results and succeed 
+ Reliable, presentable and boast a great work ethic
+ Excellent communication and rapport building skills
+ Able to self-organise and time management
+ Comfortable working with uncertainty 

Your Experience:

+ Knowledge of regulated financial service sector preferred but not essential
+ Understanding of sales cycles
+ Proven experience in a telesales/appointment making role 
+ Competence in IT (Word, Excel, PowerPoint etc)


+ 4 x death in benefit
+ Health Cash Plan
+ Dental Plan
+ Ability to purchase up to 5 extra days holiday
+ £500 per year training allowance
+ Access to the Financial Advice Team with up to £500 as a notional allowance

Your Background / Previous Roles May Include:
Health Sector Sales, Employee Benefit Sales, Health and Well-being Employee Benefits, Financial Services, Fintech Sales, Sales Developer, Business Development, Sales Development, Graduate Sales, Junior Sales, Financial Wellbeing, Fintech, SaaS Platform, Telemarketer, Lead Generation. Appointment Booker, Internal Sales, Inside Sales.

Interested? Apply here for a fast-track path to the Hiring Manager

Application notice... We take your privacy seriously. When you apply, we shall process your details and pass your application to our client for review for this vacancy only. As you might expect we may contact you by email, text or telephone. Your data is processed on the basis of our legitimate interests in fulfilling the recruitment process. Please refer to our Data Privacy Policy & Notice on our website for further details.

If you have any pre-application questions please contact us first quoting the job title & ref. Good luck, Team RR.