Account Executive Full Time Permanent NEW

A1 Jobs have an excellent opportunity to join our client to support the continued growth of their expanding team. This is an excellent opportunity to join a high-performing organisation where you can develop your career in a supportive and results-driven environment.

You will provide tailored financial guidance and solutions, supporting customers at every stage of their journey while ensuring all advice is fully compliant within a regulated environment.

Are you a results-driven professional?

The ideal candidate will be a confident communicator with strong negotiation skills and a customer-focused mindset. You will thrive in a fast-paced environment, be motivated by targets, and have a proven ability to convert prospects into long-term clients. Experience using CRM systems and managing sales pipelines is essential.

Key Responsibilities

• Manage a portfolio of customer accounts, offering personalised advice and ongoing support.
• Conduct comprehensive assessments of customers’ circumstances, including income, assets, debts, and any potential vulnerabilities.
• Recommend appropriate solutions and alternatives, ensuring customers fully understand their options.
• Act as the main point of contact throughout the customer journey, building trust and maintaining engagement.
• Maintain accurate and detailed records within CRM systems.
• Achieve individual performance targets and contribute to wider team objectives while delivering high-quality customer outcomes.
• Ensure all advice and customer interactions comply with relevant regulatory standards.
• Confidently guide customers from initial advice through to suitable, needs-based solutions.
• Use consultative questioning and effective objection-handling techniques while maintaining a customer-first approach.
• Balance commercial performance expectations with regulatory obligations and vulnerability considerations.
• Take ownership of customer outcomes from initial engagement through to implementation and post-advice support.