Fortis Connect
Sales Consultant
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Sales Consultant
Sales Consultant
Location: Remote with travel as required to meet clients/prospects
Role Type: Full-Time Employee or Consultant
Reporting To: Managing Director
About FortisConnect
FortisConnect helps ambitious businesses improve growth, operational performance and long-term business value.
We work with leadership teams, professional services firms, financial advice businesses, accountancy practices, fund managers, SMEs and acquisition-led businesses to solve commercial, operational and strategic challenges.
Our work focuses on helping clients grow revenue, improve business performance, strengthen operations and execute strategic initiatives.
The Opportunity
We are seeking a commercially minded consultant who combines strong relationship-building skills, commercial awareness and practical business experience.
You will work directly with business owners, directors and leadership teams to identify opportunities, support business improvement initiatives and help clients achieve measurable outcomes.
The role combines opportunity development, consultancy sales, client delivery and account growth.
This is an ideal opportunity for someone who enjoys working with businesses, solving problems, building relationships and creating commercial value.
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Key Responsibilities
Opportunity Development
- Build relationships with business owners, directors, advisers, introducers and strategic partners.
- Identify and develop new business opportunities.
- Support the continued growth of the FortisConnect client base.
Consultancy Sales & Conversion
- Conduct discovery meetings and business reviews.
- Understand client challenges and identify opportunities for improvement.
- Scope consultancy engagements and prepare proposals.
- Convert opportunities into client engagements.
Account Growth
- Build long-term client relationships.
- Generate repeat work, referrals and introductions.
- Identify opportunities to expand client engagements.
Areas of Focus
Projects may include:
- Growth and commercial performance
- Business diagnostics and reviews
- Operational improvement
- Team effectiveness and performance
- Strategic growth initiatives
- M&A support and integration activities
- Professional services and financial services consulting
What Success Looks Like
The successful candidate will be capable of:
Stage 1 – Generating Opportunities
Building relationships and identifying opportunities.
Stage 2 – Converting Opportunities
Diagnosing needs, scoping solutions and winning engagements.
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Stage 3 – Delivering Engagements
Supporting clients and delivering measurable outcomes.
Stage 4 – Expanding Accounts
Generating repeat work, referrals and long-term relationships.
Who We Are Looking For
We are interested in speaking with individuals from backgrounds such as:
- Consulting
- Financial Services
- Wealth Management
- Accountancy
- Professional Services
- Corporate Finance
- Commercial Management
- Business Development
- Operational Leadership
You will have:
- Strong commercial awareness.
- Excellent relationship-building skills.
- Experience working with business owners and leadership teams.
- Strong B2B communication and presentation skills.
- The ability to identify, develop and convert opportunities.
- A practical and results-oriented approach.
Financial services experience is advantageous but not essential.
Remuneration
£40,000–£55,000 base salary depending on experience.
Performance-related commission linked to collected consultancy revenue.
Long-term progression opportunities as FortisConnect grows.
FortisConnect
Helping businesses grow, improve and realise their potential.
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