Account Manager

Are you a driven sales professional with a passion for finance? Do you thrive on building client relationships and delivering tailored financial solutions? If so, this could be the perfect opportunity for you!

Equation Recruitment is working on behalf of a leading commercial finance consultancy to find a talented Account Manager. This role is ideal for those with experience in telesales or client-facing sales, particularly within the finance sector or a brokerage environment.

Develop and maintain strong client relationships through telesales, social media, networking, and trade events.

Offer a range of financial solutions, including asset finance, commercial loans, invoice finance, and property finance.

Analyse financial requirements and relevant documentation to provide tailored funding options.

Prepare compelling proposal documents and funding applications.

Conduct background research on prospects before engaging in discussions.

Maintain professionalism and compliance with financial regulations and fraud prevention measures.

Work collaboratively within a team of Account Managers and Sales Support professionals.

Experience in telesales or client-facing sales (not general high street retail).

Strong communication and relationship-building skills.

Proactive and target-driven mindset.

Ability to analyse financial documents and provide tailored solutions.

Self-motivated with a consultative approach to sales.

Previous experience within a finance brokerage.

Knowledge of asset finance, invoice finance, or business loans.

Understanding of FCA regulations and financial compliance.

Flexible work options post-probation.

Pension scheme and onsite parking.

Full telephony and CRM infrastructure provided.

Dedicated Sales Support team.

Clear career progression opportunities.

Initial screening with Equation Recruitment.

Face-to-face interview on-site with the employer.

If you're ready to take the next step in your career and thrive in a fast-growing financial consultancy, apply today!