Sales Executive

Bournemouth, England, United Kingdom

4/7/2025

Job DescriptionTwenty7tec transforms financial advice through technology. We partner with businesses of all sizes who share our ambition to simplify, streamline and digitise financial services in the mortgage and wealth markets. All our partners are different, so our technology can be customised to meet both the needs of the business and the needs of the client. As such, we need talented people to join our growing team and are excited we have new opportunities to do so.
We now have an exciting opportunity for a Sales Executive to join our friendly team. 

In this role, you will focus on outbound telephone-based sales activity designed to generate, qualify and assist in converting new sales opportunities across the company's product range. 

About Us
The power and benefits of great financial advice are unquestionable. Twenty7tec, through our Velocity platform, is committed to designing and building exceptional technology that supports mortgage, protection, and wealth advisers in delivering exceptional client outcomes. Our technology is used by advisers, lenders, product providers, and financial institutions to underpin the effective delivery of financial advice to millions of consumers in the UK. On a daily basis, over 16,000 mortgage, protection and wealth advisers utilise our Velocity platform.

Twenty7tec is a diverse employer, and we understand that everyone is unique. If you require additional information or reasonable adjustments to help you with your application or interview, we would be very happy to assist. If your application is successful and you are invited to an interview, we will provide you with an information sheet giving insight into our interview process, so you know what to expect.

Recruitment Process
Applications for this role may require a short online assessment to establish competency in certain skill areas. If your application is successful, you will be invited to a short telephone screening call with a member of our HR team. This is an informal conversation to find out a little more about you and your expectations ahead of potentially moving on to a formal interview. If you are invited to an interview, this may be carried out at our Bournemouth office, or online via a video call depending on your location. Interviews are conducted with the line manager for this role. A second interview may be required depending on the specific job role and may be attended by a member of senior management where required. Don’t worry though, we’re all very friendly!Job RequirementsAbout You
You will have:

• Minimum of GCSE in English and Maths at Grade C (or equivalent)
• 1+ years of B2B/B2C sales/account management or Adviser experience
• Experience of working within the mortgage or wealth industries would be advantageous
• Strong communicator 
• Proven ability to understand customers circumstances, expectations and needs
• Excellent time management 

Job ResponsibilitiesYou will:

• Utilise an array of different data sources (Some provided by the company and some requiring your own research), create and maintain a prospect list of potential sales opportunities
• With a focus on telephone-based activity, build a contact strategy for this prospect list with the intent of generating qualified leads with a need for the company's products that can be passed to the National Sales Manager
• Work with the National Sales Manager to help turn qualified leads into converted sales
• Maintain and update the customer relationship management system with all relevant information in relation to sales leads, ensuring accurate data is produced in relation to the sales pipeline
• Work closely with the National Sales Manager and the wider Sales team to meet and exceed assigned revenue targets
• Develop a good working knowledge of the Twenty7tec SOURCE, APPLY and FINPLAN propositions
• Liaise with the Marketing team to ensure brand consistency in all external messaging
• Stay up-to-date with new product launches and wider industry news
• Gather feedback from sales prospects where appropriate to help shape the product roadmap

The above is not an exhaustive list of duties, and you will be expected to perform additional or other duties as necessary to meet the needs of the business. Job BenefitsYou'll be joining a company that looks after its people. Twenty7tec is currently ranked as a "Best Technology Company" to work for and holds a Best Companies "Outstanding Company to Work For" official accreditation

• Annual bonus (performance-based)
• Flexible working location (Hybrid) 
• Increase on length of service up to a maximum of 28 days holiday plus bank holidays
• Enhanced Maternity and Paternity Leave
• Pension scheme
• Death In Service Insurance
• Financial coaching and salary advance platform
• Cycle to work scheme
• Learning and development opportunities including a Udemy for Business Licence
• Wellbeing programme, including access to Mental Health First Aiders
• Health care plan (dependent on length of service)
• Dog-friendly office
• In-person and remote social events throughout the year
• Salary Range - £30,000 - £40,000 GBP