Reuben Sinclair | Sales, Marketing, PR, Data and Digital Recruitment
HNW Investment Sales - No Cold Calling
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Investment Sales Executive - NO COLD CALLING
£40,000–£55,000 basic + uncapped commission
Realistic first-year OTE: £100,000+
Hybrid working
The Company
Join a fast-growing specialist financial investment business with more than 10 years’ trading history and revenues exceeding £100m. The company has built a strong reputation in its market and is regularly featured in leading national and international financial media. This is a high-performance but non-corporate environment with a major advantage: no cold calling. The business invests heavily in marketing and generates a strong flow of warm inbound enquiries from people actively looking to invest.
The Role
We are looking for a commercially driven Investment Sales Executive to join a successful sales team. You will manage inbound enquiries from private investors, high-net-worth individuals and professional advisers, guiding clients through specialist investment opportunities and converting enquiries into sales.
This is a consultative sales role requiring strong communication, commercial judgement and the ability to build trust quickly. Leads are provided, but you will need to proactively follow up opportunities and close business.
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Key Responsibilities
- Convert warm inbound enquiries into sales
- Build strong long-term client relationships
- Understand client objectives and explain investment products clearly
- Deliver against conversion and revenue targets
- Generate repeat business, cross-selling and upselling opportunities
- Maintain accurate CRM records and follow internal compliance processes
- Identify opportunities through introducers and professional intermediaries
- Work closely with Operations, Compliance and Marketing
About You
You will ideally have:
- A strong track record in proactive B2B or B2C Private sales or business development
- Excellent conversion and closing skills
- Confidence and gravitas when dealing with sophisticated clients
- A genuine interest in financial markets, economics and current affairs
- Strong numerical and communication skills
- A proactive, tenacious and commercially minded approach
- Strong organisation and attention to detail
- The ability to learn complex products quickly
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Experience in investments, financial services, brokerage, wealth management or another high-value consultative sales environment would be advantageous.
Package & Benefits
- £40,000–£55,000 basic salary
- Uncapped commission
- Realistic first-year OTE of £100,000+
- Quarterly bonus
- Hybrid working
- Generous matched pension
- 25 days’ holiday plus bank holidays
- Birthday day off
- Private healthcare and health cash plan
- Regular company events
- Discounted gym membership
- Electric vehicle and cycle-to-work schemes
A strong opportunity for an ambitious salesperson looking to join a growing investment business with excellent inbound lead generation and significant earning potential.
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