Senior Investment Broker

We are seeking an experienced and highly motivated Senior Investment Broker to join our growing sales team based in Bromley. This is a high-performance telesales role focused on converting qualified investor leads and closing investment opportunities over the phone.

The successful candidate will have a proven track record of generating revenue through telephone-based sales within the alternative investment sector and will be confident presenting investment opportunities, handling objections, and closing deals with high-net-worth and sophisticated investors.

This role is ideal for a driven sales professional who thrives in a target-driven environment and has demonstrated success selling alternative investment products directly to investors.

Key Responsibilities

• Contact prospective investors via telephone and present the company’s investment opportunities.
• Build rapport with potential clients and establish trust through professional and consultative sales techniques.
• Manage the full sales cycle from initial contact through to investment completion.
• Effectively qualify investors and identify suitable investment opportunities based on client objectives.
• Deliver compelling investment presentations and articulate key benefits and risks clearly.
• Handle objections professionally and confidently close investment transactions over the phone.
• Maintain accurate records of client interactions and sales activity within the CRM system.
• Follow all internal compliance procedures and industry regulations.
• Work closely with management to achieve and exceed individual and team sales targets.
• Maintain a strong understanding of market conditions, investment products, and competitor offerings.
• Provide regular pipeline updates and sales forecasts.

Essential Requirements

Experience

• Minimum 2 years’ experience in a telephone-based investment sales role.
• Proven experience closing deals within the alternative investment sector.
• Demonstrable track record of consistently meeting or exceeding sales targets.
• Experience managing high-value investment transactions.
• Strong understanding of investor profiling and suitability assessments.

Skills & Competencies

• Exceptional telephone sales and closing skills.
• Strong objection-handling and negotiation abilities.
• Excellent communication and relationship-building skills.
• Ability to work effectively in a fast-paced, target-driven environment.
• Professional, credible, and confident telephone manner.
• Strong organisational and time-management skills.
• Competent CRM and Microsoft Office user.

Preferred Background

Candidates with experience selling one or more of the following will be highly regarded:

• Property investment opportunities
• Alternative investment products
• Structured investment products
• Private market investments
• Asset-backed investment opportunities
• Investor lead conversion campaigns

Personal Attributes

• Highly driven and ambitious.
• Competitive and results-oriented.
• Resilient under pressure.
• Self-motivated with a strong work ethic.
• Professional and ethical approach to sales.
• Positive and energetic team player.

Package

Competitive basic salary up to £30,000 per annum plus uncapped commission structure

Additional benefits may include:

• Performance bonuses
• Career progression opportunities
• Ongoing sales and product training
• Modern Bromley office environment
• Company incentives and rewards

Ideal Candidate Profile

The ideal candidate is a proven investment telesales professional who has successfully sold alternative investment products over the phone and consistently closed high-value investor deals. They will be comfortable working from a Bromley office, possess strong closing abilities, and be motivated by earning significant commission through exceptional sales performance.