Account Executive

Location: Wales

iamo are excited to be recruiting for an experienced and motivated Account Executive to join an expanding team working in Denbighshire, North Wales. This is a permanent opportunity working on a full-time basis, standard office hours Monday-Friday. Competitive salary of £30,000 £ 35,000 per annum, plus commission with OTE of £45,000 £ 50,000 per annum. This is a pivotal role where youll play a key part in managing client relationships, identifying new business opportunities, and supporting clients in securing tailored finance solutions.

Youll benefit from comprehensive training and ongoing support, all within a collaborative, professional, and high-performing team environment.

Key Responsibilities Manage finance renewals and explore new requirements with existing clients Contact potential clients to discuss financing needs and convert leads Identify cross-sell opportunities and promote suitable financial solutions Keep CRM records accurate and up to date Collaborate with your manager and team to share updates and resolve issue Handle inbound enquiries and direct them appropriately Ensure compliance with FCA regulations, internal processes, and customer care standards Follow company policies on customer fairness and conflict of interest management

What Were Looking For Proven success in lead conversion and outbound calling Confident communicator with strong interpersonal and phone skills Self-motivated, organised, and detail-oriented Able to manage time and work independently within set guidelines Proactive, client-focused, and quick to build rapport Desirable (Not Essential) Experience in business finance, insurance, or commercial lending Familiarity with CRM systems If this role sounds like a great fit for you, please apply below or get in touch with Leahvia email or tel on