Sales Executive

Job Title: Sales Executive
Contract Type: Permanent
Location: Orlando
Salary: Market related
Start Date: 2019-04-01 00:00:00
Reference: JN -032019-45785
Contact Name: Andy Homewood
Contact Email:
Job Published: March 07, 2019 16:55

Job Description


To identify and source new potential corporate clients for the company. Open dialogue with key decision makers

e.g. Managing Directors/Financial Directors, build rapport and understand their FX requirements, and demonstrate how Company can meet their needs. Understand which product mix from spot, forwards, options or payment solutions would best suit their needs.


  • Sourcing Quality New Leads    
  • Sourcing corporate organisations that deal in FX and international payments
  • Identify key FX decision makers within the organisation
  • Generating new opportunities effectively via various channels e.g. CRM database, websites and directories
  • Preparing and structuring calls to obtain a full understanding of a potential client’s FX requirement
  • Build a Portfolio of Clients with a Senior Member of the Team    
  • Obtaining accurate and concise information from key decision makers
  • Identifying customer needs and motivations by using fact finding techniques
  • Stimulating interest in company offer and services
  • Organising a second conversation or face to face meeting
  • Pre-empting client and overcoming client objections by effectively communicating relevant solutions
  • Maintaining records of all client contact to a high standard
  • Logging all prospect contact in CRM in line with Company policy
  • Marking clear activities for your senior team member to follow up the leads


  • Demonstrable experience of working towards targets
  • Relationship building with people at varying levels of seniority
  • Working within a multichannel environment e.g. telephone, email, face to face)
  • Previous sales experience (cold calling) – desirable
  • Working under pressure in a fast paced environment
  • Good organisation including prioritisation
  • Clear communicator, both written and verbal
  • IT literate; proficient in CRM, EXCEL and Word
  • Influencing, persuading and negotiating
  • Takes initiative and works under their own direction
  • Commercial acumen
  • Business acumen
  • Numerate


  • Financial Based  Higher Education   - desirable
  • Experience within a financial institution – desirable


  • Fluent in English – essential.
  • Other languages – desirable

Personal Attributes:

  • Adaptable and flexible
  • Calm and confident
  • Personable and approachable
  • Personal drive
  • Proactive and tenacious
  • Professional
  • Target driven
  • Team player
  • Self-motivated


1. Interacting and Presenting

Relating and Networking - Easily establishes good relationships with customers and staff; relates well to people at all levels; uses humour appropriately to bring warmth to relationships with others

Persuading and Influencing - Gains clear agreement and commitment from others by persuading, convincing and negotiating; makes effective use of political processes to influence and persuade others; promotes ideas on behalf of oneself or others; makes a strong personal impact on others; takes care to manage one’s impression on others

Presenting and Communicating Information - Speaks fluently; expresses opinions, information and key points of an argument clearly; makes presentations and undertakes public speaking with skills and confidence; responds quickly to the needs of an audience and to their reactions and feedback; projects credibility

2. Organising and Executing

Delivering Results and Meeting Customer Expectations -  Focuses on customer needs and satisfaction; sets high standards for quality and quantity; monitors and maintains quality and productivity; works in a systematic, methodical and orderly way; consistently achieves project goals

Following Instructions and Procedures - Appropriately follows instructions from others without unnecessarily challenging authority; follows procedures and policies; keeps to schedules; arrives punctually for work and meetings; demonstrates commitment to the organisation; complies with legal obligations and safety requirements of the role

3. Enterprising and Performing

Achieving Personal Work Goals and Objectives - Accepts and tackles demanding goals with enthusiasm; works hard and puts in longer hours when it is necessary; seeks progression to roles of increased responsibility and influence; identifies own development needs and makes use of developmental or training opportunities

Entrepreneurial and Commercial Thinking - Keeps up to date with competitor information and market trends; identifies business opportunities for the organisation.

4. Leading and Deciding - Deciding and Initiating Action -Takes responsibility for actions, projects and people; takes initiative and works under own direction; initiates and generates activity and introduces changes into work processes; makes quick, clear decisions which may include tough choices or considered risks

5. Supporting and Co-operating - Working with People, shows respect for the views and contributions of other team members; shows empathy; listens, supports and cares for others; consults others and shares information and expertise with them; builds team spirit and reconciles conflict; adapts to the team and fits in well

Adhering to Principles and Values, Upholds ethics and values; demonstrates integrity; promotes and defends equal opportunities

6. Creating and Conceptualising - Creating and Innovating, Produces new ideas, approaches, or insights; creates innovative products or designs; produces a range of solutions to problems

7. Adapting and Coping - Adapting and Responding to Change - Adapts to changing circumstances; tolerates ambiguity; accepts new ideas and change initiatives; adapts interpersonal style to suit different people or situations; shows an interest in new experiences, Coping with Pressures and Setbacks, Maintains a positive outlook at work; works productively in a pressurised environment; keeps emotions under control during difficult situations; handles criticism well and learns from it; balances the demands of a work life and personal life.


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