Account Executive

Siamo are excited to be recruiting for an experienced and motivated Account Executive to join an expanding team working in Denbighsire, North Wales. This is a permanent opportunity working on a full-time basis, standard office hours Monday-Friday.

This is a pivotal role where you’ll play a key part in managing client relationships, identifying new business opportunities, and supporting clients in securing tailored finance solutions. You’ll benefit from comprehensive training and ongoing support, all within a collaborative, professional, and high-performing team environment.

Key Responsibilities

• Manage finance renewals and explore new requirements with existing clients
• Contact potential clients to discuss financing needs and convert leads
• Identify cross-sell opportunities and promote suitable financial solutions
• Keep CRM records accurate and up to date
• Collaborate with your manager and team to share updates and resolve issue
• Handle inbound enquiries and direct them appropriately
• Ensure compliance with FCA regulations, internal processes, and customer care standards
• Follow company policies on customer fairness and conflict of interest management

What We’re Looking For

• Proven success in lead conversion and outbound calling
• Confident communicator with strong interpersonal and phone skills
• Self-motivated, organised, and detail-oriented
• Able to manage time and work independently within set guidelines
• Proactive, client-focused, and quick to build rapport

Desirable (Not Essential)

• Experience in business finance, insurance, or commercial lending
• Familiarity with CRM systems

If this role sounds like a great fit for you, please apply below or get in touch with Charlotte via email on [email protected] or tel on 01745 887788.