Level 4 Sales Executive Apprenticeship

Level 4 Sales Executive apprenticeship delivered by BMS Progress, leading to Sales Certification with the Institute of Sales Professionals.

You'll also be trained in-house on our services, our software and how the accountancy sector works.

Wage

£23,400 a year. Uncapped commission.

Training Course

Sales executive (level 4)

Hours

Monday to Friday, 9am to 5pm with a paid lunch break. Four days in the office and one day a week dedicated to your apprenticeship. 37 hours 30 minutes a week

Start Date

Thursday 1 October 2026

Duration

1 year 6 months

Positions Available

1

Job Responsibilities

• Build and clean lists of prospective clients from company data and business signals
• Cold outreach by phone, email and LinkedIn, with structured follow-up
• Run discovery calls to understand what a business needs and match it to the right service
• Manage the full sales process from initial contact through to closing, including objections, pricing, and sign-off
• Test new ways of finding leads: introducers, business networks, events, online channels
• Keep prospect and pipeline data accurate in the CRM and track conversion
• Attend industry events and trade shows, visit accountancy practices, and demonstrate Lucibook software as part of our software sales team

Where You'll Work

Innovation House
Molly Millars Close
Wokingham
RG41 2RX

Training Details

Training Provider

BMS PROGRESS LLP

Training Course

Sales executive (level 4)

Course Contents

• Sales planning and preparation: Set effective targets using sales forecasts. Prioritise customers and activities to grow account value and maximise return-on-investment in line with your organisation’s strategy. Formulate or refine customer plans and objectives. Create efficient territory plans where appropriate.
• Customer engagement: Effectively communicate and interpret customer information exchanged through written, verbal and non-verbal communication. Develop a customer engagement style that effectively opens sales conversations, builds rapport, enhances customer relationships, and adapts to different customer’s social preferences.
• Customer needs analysis: Be highly skilled at effective questioning and active listening techniques to understand the customer’s needs, guide the sales conversation appropriately, create mutual understanding, and build trust and affinity with customers.
• Propose and present solutions: Develop sales proposals and deliver them using a presentation style and technique appropriate for your customer. Present relevant products and/or services, explain features and their advantages, and clearly articulate the value and benefit of the solution for the specific customer. Use and adapt a range of techniques to draw-out and overcome common sales objections.
• Negotiate: Research the customer’s likely desired outcomes and negotiating stance. Develop responses to likely objections. Identify your own organisation’s needs, such as minimum price and acceptable terms. Negotiate or trade variables effectively.
• Closing Sales: Be attuned to verbal and non-verbal buying-signals and move to close at an appropriate point in sales conversations. Develop ethical techniques to close sales and confirm customers’ purchase agreement.
• Gathering Intelligence: Collect, analyse and interpret market intelligence and share it appropriately and effectively within your organisation.
• Time Management: Use and adapt appropriate tools and techniques to prioritise and manage your time effectively.
• Collaboration and teamwork: Contribute effectively within a team environment. Work collaboratively with both internal and external stakeholders. Manage communications with the cross-functional team in relation to the effective delivery of your sales, such as finance and service delivery. Support continual business improvement by sharing best practice with sales team colleagues and assist the marketing team to develop new marketing collateral.
• Customer experience management: Deliver a positive customer experience. Manage customer enquiries and issues effectively. Take proactive action to prevent and minimise customer concerns and complaints. Handle all customer interactions professionally to the customer’s satisfaction.
• Digital skills: Effectively use digital tools to conduct research and target customers in line with the overall sales strategy. Able to deliver presentations and meetings using digital communication. Complete accurate records and process sales in accordance with your organisation’s policies, procedures and digital CRM systems.