Sales Executive Apprentice - Accountancy & Software
SADLER & FROST LTD
Wokingham (RG41 2RX)
Closes in 12 days (Monday 21 September 2026)
Posted on 8 September 2026
Contents
Summary
Level 4 Sales Executive apprenticeship delivered by BMS Progress, leading to Sales Certification with the Institute of Sales Professionals.
You'll also be trained in-house on our services, our software and how the accountancy sector works.
- Wage
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£23,400 a year
Minimum wage rates (opens in new tab)
Uncapped comission.
- Training course
- Sales executive (level 4)
- Hours
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Monday to Friday, 9am to 5pm with a paid lunch break.
Four days in the office and one day a week dedicated to your apprenticeship.
37 hours 30 minutes a week
- Start date
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Thursday 1 October 2026
- Duration
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1 year 6 months
- Positions available
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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
- Build and clean lists of prospective clients from company data and business signals
- Cold outreach by phone, email and LinkedIn, with structured follow-up
- Run discovery calls to understand what a business needs and match it to the right service
- Manage the full sales process from initial contact through to closing, including objections, pricing, and sign-off
- Test new ways of finding leads: introducers, business networks, events, online channels
- Keep prospect and pipeline data accurate in the CRM and track conversion
- Later in the programme: attend industry events and trade shows, visit accountancy practices, and demonstrate Lucibook software as part of our software sales team
Where you'll work
Innovation House
Molly Millars Close
Wokingham
RG41 2RX
Training
Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Training provider
BMS PROGRESS LLP
Training course
Sales executive (level 4)
Understanding apprenticeship levels (opens in new tab)
What you'll learn
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.
Training schedule
This qualification as a blended learning programme which includes both physical and virtual classrooms, eLearning modules, skills development activities, on the job training and most importantly one-to-one coaching and support on a monthly basis from a development coach.
Requirements
Essential qualifications
GCSE in:
- English (grade 4/C or above, or equivalent)
- Maths (grade 4/C or above, or equivalent)
Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.
Skills
- Communication skills
- Organisation skills
- Customer care skills
- Initiative
- Confidence
- Disciplined
- Interest in software/finance
About this employer
Sadler & Frost is an accountancy and company secretarial practice in Wokingham. Company formations, year-end accounts, VAT, payroll, bookkeeping — the work every small business needs and most business owners dread. It sells well and our systems handle volume, so there's no ceiling on how many clients we can take.
Clients arrive by referral and word of mouth. Nobody has ever picked up the phone and gone hunting.
That's where you start. Where you finish is Lucibook.
The bigger prize is Lucibook, our sister company. It's cloud accounting software with a built-in reconciliation engine, and we're building a sales team around it — trade shows, industry events, visiting practices, bigger deals. You move onto that side once you properly understand accountancy, because you can't sell software to accountants until you know what accountants actually do.
That takes months, not weeks, and there's no shortcut. But it's the plan, it's why this role exists in this shape, and it's the reason to take it over a straight telesales job paying the same.
After this apprenticeship
Your earnings can increase over time with an apprenticeship. Find out about potential future pay (opens in new tab).
Progression into the Lucibook software sales team as it grows, and onward to Account Executive or Business Development Manager.
Ask a question
The contact for this apprenticeship is:
BMS PROGRESS LLP
hr@lucibook.co.uk
The reference code for this apprenticeship is VAC2000051797.
Apply now
Closes in 12 days (Monday 21 September 2026)
After signing in, you’ll apply for this apprenticeship on the company's website.