About the Role

As a Business Development Executive for Financial Services, you will play a pivotal role in accelerating company growth by engaging directly with property owners, landlords, and new clients. Your primary function is to oversee the sales pipeline, ensuring potential customers are matched with appropriate financial and property services. Working in a fast-paced environment, you will handle lead management, coordinate introductions to specialized partners, and act as a representative for the company. This position requires a proactive sales mindset, focusing on converting inquiries into measurable successes while delivering high-quality service. You will collaborate directly with the Managing Director on outreach initiatives to drive the organization's overarching business development goals.

Requirements

• The ideal candidate should have professional experience working in an estate agency, lettings environment, or a dedicated sales development position.
• A demonstrated history of success in referring mortgage or conveyancing leads is essential for this role.
• Candidates must possess strong organizational skills to maintain detailed CRM records and ensure compliance with contact preferences.
• You should be comfortable running targeted outreach campaigns and have a proven ability to manage high-volume sales activities effectively.
• Excellent communication skills are required to facilitate professional feedback to clients and coordinate with internal teams to ensure all leads are tracked to a successful outcome.

Responsibilities

• As a Business Development Executive, your primary duties will include proactively identifying and creating opportunities by mining the CRM and following up on expired listings, web leads, and past inquiries.
• You will be responsible for qualifying customer needs and booking market appraisals for the sales and lettings teams.
• An important part of the role is identifying customers who require mortgage, remortgage, or conveyancing services and introducing them to specialist partners.
• You must track every referral through to its final outcome and maintain consistent follow-up to maximize conversion rates.
• Additionally, you will provide prompt, professional feedback to vendors and landlords regarding market activity and viewings.
• You will also be expected to maintain accurate CRM logs and run targeted outreach campaigns in coordination with the Managing Director to meet established performance KPIs.

Benefits & Perks

• The role is fully remote with flexible working hours, offering the chance to work with high-growth international companies.
• You will receive ongoing training, professional mentorship, and dedicated sales development support, alongside opportunities for performance-based bonuses and incentives.