Account Executive

Account Executive 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