Level 4 Sales Apprentice

Summary

We are looking for an aspiring client-focused banking professional to help deliver the Greengage service offering to market. This is a full-time office-based role, working Monday to Friday. The role supports the Relationship Management team with onboarding clients, handling day-to-day queries relating to payments and other products and services.

Wage

£25,000 a year

Check minimum wage rates (opens in new tab)

Training course

Sales executive (level 4)

Hours

Monday to Friday, between 9.00am - 5.30pm.

40 hours a week

Start date

Wednesday 21 May 2025

Duration

1 year 4 months

Positions available

1

Work

Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.

What you’ll do at work

Principal Tasks and Accountabilities

Liaise with key stakeholders for information requests and risk assessment.
Deliver business initiatives and stay updated on KYC & AML Screening.
Supervise sales activities and address Risk and Compliance issues.
Develop client engagement methods and support product sales strategies.
Identify market opportunities, evaluate products, and mitigate risks.
Maintain a customer-centric strategy and ensure a positive client experience.
Manage key business initiatives across functions.

Principal Tasks:

Support new business opportunities with prospect research and KYC.
Assess financial crime risk and support EDD for higher risk relationships.
Report red flags and investigate Sanctions alerts.
Collaborate with compliance counterparts and complete ad-hoc tasks.
Curate the introducer pipeline and support key stakeholders.
Ensure due diligence and act as a central point of contact for client support.
Develop client documentation and gather business requirements.
Ensure compliance with AML/KYC requirements and preserve client confidentiality.

Secondary Tasks:

Ensure compliance with company policies and monitor KPIs and SLAs.
Stay updated on issues impacting Greengage and assist the Sales Team.
Perform administrative duties and maintain high-quality customer information.
Identify required resources and monitor KPIs to assess performance.

Where you’ll work

PAINTERS HALL
9 LITTLE TRINITY LANE
LONDON
EC4V 2AD

Training

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

College or training organisation

CAMBRIDGE PROFESSIONAL ACADEMY LIMITED

Your training course

Sales executive (level 4)

Equal to higher national certificate (HNC)

Course contents

Sales planning and preparation: Set effective targets using sales forecasts. Prioritise customers and activities to grow account value and maximise return-on-investment in line with your organisation’s strategy. Formulate or refine customer plans and objectives. Create efficient territory plans where appropriate.
Customer engagement: Effectively communicate and interpret customer information exchanged through written, verbal and non-verbal communication. Develop a customer engagement style that effectively opens sales conversations, builds rapport, enhances customer relationships, and adapts to different customer’s social preferences.
Customer needs analysis: Be highly skilled at effective questioning and active listening techniques to understand the customer’s needs, guide the sales conversation appropriately, create mutual understanding, and build trust and affinity with customers.
Propose and present solutions: Develop sales proposals and deliver them using a presentation style and technique appropriate for your customer. Present relevant products and/or services, explain features and their advantages, and clearly articulate the value and benefit of the solution for the specific customer. Use and adapt a range of techniques to draw-out and overcome common sales objections.
Negotiate: Research the customer’s likely desired outcomes and negotiating stance. Develop responses to likely objections. Identify your own organisation’s needs, such as minimum price and acceptable terms. Negotiate or trade variables effectively.
Closing Sales: Be attuned to verbal and non-verbal buying-signals andmove to close at an appropriate point in sales conversations. Develop ethical techniques to close sales and confirm customers’ purchase agreement.
Gathering Intelligence: Collect, analyse and interpret market intelligence and share it appropriately and effectively within your organisation.
Time Management: Use and adapt appropriate tools and techniques to prioritise and manage your time effectively.
Collaboration and team work: Contribute effectively within a team environment. Work collaboratively with both internal and external stakeholders. Manage communications with the cross-functional team in relation to the effective delivery of your sales, such as finance and service delivery. Support continual business improvement by sharing best practice with sales team colleagues and assist the marketing team to develop new marketing collateral.
Customer experience management: Deliver a positive customer experience. Manage customer enquiries and issues effectively. Take proactive action to prevent and minimise customer concerns and complaints. Handle all customer interactions professionally to the customer’s satisfaction.
Digital skills: Effectively use digital tools to conduct research and target customers in line with the overall sales strategy. Able to deliver presentations and meetings using digital communication. Complete accurate records and process sales in accordance with your organisation’s policies, procedures and digital CRM systems.

Your training plan

As part of the apprenticeship, 20% of working hours will be spent on off-the-job training in the workplace and through the training provider.

More training information

Professional Academy is an Ofsted Good graded training provider of sales, marketing and management apprenticeships. Apprentices will attend monthly workshops and skills coach meetings, they will utilise the online learning platform and have a dedicated mentor to support them throughout their learning journey. Continual assessment via presentations, assignments and professional discussions enable apprentices to develop their knowledge, skills and behaviours towards the Apprenticeship Standard.

www.professionalacademy.com

Requirements

Essential qualifications

GCSE in:

English (grade 4)
Maths (grade 4)

Desirable qualifications

Other in:

Governance/Compliance/Financial Crime prevention (grade Pass)
Know your customer/ Certified Transaction/Fintech (grade Pass)

Let the company know about other relevant qualifications and industry experience you have. They can adjust the apprenticeship to reflect what you already know.

Skills

Communication skills
IT skills
Attention to detail
Organisation skills
Customer care skills
Problem solving skills
Administrative skills
Analytical skills
Team working
Initiative
Academic writing skills
Confident
Team Player
Self-starter
Knowledge of Crypto Assets
Compliance skills

Other requirements

Applicants should be aware that a knowledge of crypto asset regulations, financial compliance and regulations of the Financial Conduct Authority would be advantageous for gaining this position. Desired Experience: • Experience in Transaction Monitoring, Sanctions Screening, AML, or comparable customer onboarding functions. Role and Person Specification – Greengage Global Holding Ltd • Knowledge of conducting investigations and usage of automated search tools. • Identifying high-risk issues, performing risk assessments, writing summary reports, and recommending solutions. • Good awareness of UK regulatory requirements for Financial Crime, especially AML/CTF, and UK Good Practice (per guidance issued by FCA and Joint Money Laundering Steering Group). • Experience in Financial Services, Sales, or Relationship Management Support Services. • Understanding of financial services and the various products and services offered by both regulated and unregulated sectors.

About this company

We are pioneering a new era in finance. Greengage was founded on three fundamental pillars: experience, technology, and trust. In today’s fast moving financial markets, growing firms demand an intelligent, innovative and responsive financial service they can trust to meet their changing needs. Founded in 2018 by Sean Kiernan, we have made our mark in the digital asset sector over the past 6 years. Ambitious and entrepreneurial in spirit, we aspire to build on the best of the traditional financial services model and harness a new set of technologies, fit for today’s business environment. We are the first integrated financial services group bringing together traditional finance with new digital innovations in digital assets and blockchain. We marry the high-end care and bespoke personal service found in traditional British financial services combined with leading edge technology. Together they create a future- focused firm that connects clients to a growing portfolio of innovative capital and liquidity products.

https://www.greengage.co/ (opens in new tab)

Company benefits

27 days holiday. Exposure to all aspects of the company. Continuous Personal Development. Mentoring scheme during apprenticeship. Access to company academy online training. Remote working available 1-2 days a week. Pension after probation.

After this apprenticeship

Level 4 Sales Apprentices can expect to progress into roles such as Sales Consultants, Sales Analysts, Account Managers. Sales apprentices may wish to progress onto further professional qualifications at a higher level.

Ask a question

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