Senior Investment Broker

We are seeking a highly motivated and experienced Senior Investment Broker to join our growing investment sales team in Epsom, Surrey. This is a high-performance role focused on pitching investment opportunities to prospective clients over the phone and closing deals.

The successful candidate will have a strong background in sales, brokerage, or financial services, with proven experience converting leads into high-value investments. You will be responsible for building relationships with potential investors, presenting our company’s investment products, and consistently achieving revenue targets.

Key Responsibilities

• Proactively contact prospective investors via outbound calls and warm leads.

• Deliver compelling sales presentations of the company’s investment products.

• Build rapport and trust with clients while identifying their investment objectives.

• Close investment deals and guide clients through the onboarding process.

• Maintain a strong pipeline of qualified prospects.

• Consistently achieve and exceed individual revenue and conversion targets.

• Record all interactions and deal progress in the company’s CRM system.

• Maintain up-to-date knowledge of financial markets and the company’s offerings.

Requirements

• Proven experience as a broker, investment sales executive, or high-value phone sales professional.

• Demonstrated track record of closing deals and exceeding sales targets.

• Strong telephone sales and client-conversion skills.

• Excellent communication, negotiation, and objection-handling abilities.

• Ability to build trust quickly with high-net-worth or prospective investors.

• Self-motivated with a results-driven mindset.

• Experience using CRM systems and managing a sales pipeline.

• Understanding of investment products or financial markets is highly desirable.

Preferred Experience

• Background in financial services, brokerage, wealth management, or investment sales.

• Experience selling alternative investments, equities, funds, or structured products.

• Existing client network or investor relationships is advantageous.

What We Offer

• Competitive base salary up to £30,000 with uncapped commission structure.

• High earning potential for top performers.

• Supportive sales environment with qualified leads.

• Opportunities for career progression within a growing investment firm.

• Modern office environment in Epsom, Surrey.