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Account Manager - Financial Services

Job Description - Account Manager - Financial Services

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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