Job Description

Join our dynamic and forward-thinking team, where we believe in fostering a collaborative and supportive work environment. We are seeking a motivated and detail-oriented sales account manager to support our office operations and contribute to our continued success.

Job Summary

Building long-term client relationships, managing existing clients, acting as the main contact for a portfolio of accounts Driving revenue growth by understanding client needs Resolving issues, upselling services, and coordinating internal teams to ensure satisfaction and achieve sales targets Proactively engaging with New Business internet enquiries and delivering sales conversions Identifying new opportunities, reporting on sales, blending sales expertise with strong customer service and relationship management Social media appearances will be required Generating new business Team work within sales department Commission possible after 6-month probation passed

Qualifications/Skills/Experience

Experience in sales and processing leads preferred Excellent IT skills including Microsoft Office software and in particular, Microsoft Excel Problem-solving skills and good attention to detail Ability to work on own initiative as well as collaboratively, working with all levels of the business to establish a positive customer focused culture Customer focused attitude Enthusiastic and a positive attitude to work is essential Previous experience using a CRM system preferred Good phone manner Awareness & understanding of FCA Regulation & Data Protection Legislation.

FCA Conduct Requirements

As an employee of a Financial Services firm regulated by the Financial Conduct Authority (FCA), you are required to comply with the FCA Conduct Rules as set out in COCON 2, summarised below. The firm has set clear objectives in its Conduct Rules Policy including further information to assist employees to comply with these rules.

First Tier - Individual Conduct Rules

1. You must act with integrity

2. You must act with due care, skill and diligence

3. You must be open and cooperative with the FCA, the PRA and other regulators

4. You must pay due regard to the interests of customers and treat them fairly

5. You must observe proper standards of market conduct

6. A Firm must act to deliver good outcomes for retail customers

Ready to Apply?

If you're as excited about this opportunity as we are, we'd love to hear from you. Send your CV and a brief cover letter to tell us why you'd be a great fit.

Become a valued member of our team today!

Joining

Family Finance Group

means becoming part of a company with over 65 years of trusted service in the finance industry. But it's not just about legacy--it's about the people and the culture that make it thrive today.

Here's why someone might love working there:

People-first culture

: Family Finance prides itself on a personal, friendly approach--not just with customers, but with colleagues too. You're not just a number; you're part of a close-knit team that values your voice.

Supportive benefits

: From enhanced parental leave, charity days, to wellbeing programs and casual dress days, we offer perks that show they care about life beyond the office.

Community roots

: Based in Tredegar, the company has deep ties to the local area and a reputation for reliability and integrity.

Modern flexibility

: With flexible working options and a proactive approach to colleague engagement, they're not stuck in the past--they're evolving with the times.
If you're looking for a workplace that blends tradition with a modern, people-focused ethos, Family Finance Group might just be your next great move.

Job Types: Full-time, Permanent

Pay: 24,000.00-26,000.00 per year

Benefits:

Bereavement leave Company pension Enhanced maternity leave Enhanced paternity leave Free parking Life insurance Sick pay
Work authorisation:

United Kingdom (preferred)
Work Location: In person