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- Sales Representative Focused on Crowdfunding / Corporate Bonds Wanted at Philanthropist's Finance House
Sales Representative Focused on Crowdfunding / Corporate Bonds Wanted at Philanthropist's Finance House
Docupartner i Stockholm ABStockholms län, Stockholm
Previous experience is desired
Philanthropist's Finance House | Stockholm is looking for
Sales Representative focused on Crowdfunding / Corporate Bonds
Philanthropist's Finance House is an innovative and rapidly growing company in the financial sector, with offices in Stockholm, Gothenburg, and Malmö. We offer financial solutions to both businesses and individuals, focusing on long-term partnerships, high ethics, and transparency. Our goal is to combine good returns with care for people and the planet, allowing our customers to take pride in the products they invest in.
The company is characterized by an entrepreneurial spirit, strong drive, and a desire to constantly develop. We value creativity, quality, and a strong customer focus – and are now looking for a Sales Representative focused on Crowdfunding / Corporate Bonds who wants to be part of our journey.
About the role
You will be responsible for the entire sales process, from the first contact to closing and follow-up. You will primarily work with new customer acquisition targeting corporate clients, but there will also be some contact with private customers.
We are looking for someone who has previous experience in appointment booking, cold calling, or other proactive sales, and who is confident in building and developing a customer portfolio. You will conduct needs analysis, manage KYC, and present relevant financial solutions with a focus on customer benefit and quality.
Responsibilities
- Proactive new customer acquisition via phone and digital channels
- Book and conduct customer meetings via Teams, at the customer's location, or at the office
- Conduct needs analysis and provide professional advice
- Send offers and draft contracts
- Develop and maintain long-term customer relationships
- Follow up on deals and contribute to the company's growth
Your profile
We are looking for someone who:
- Has 2–3 years of sales experience
- Has worked with appointment booking, cold calling, or new customer acquisition
- Has an interest in finance, stocks, and financial instruments
- Is goal-oriented, driven, and relationship-building
- Is comfortable in customer dialogues and works in a structured and meticulous manner
Meritorious:
- Experience in finance, insurance, or financial advisory
- Existing customer network or customer register
Philanthropist's Finance House offers
- Base salary of 35,000 SEK and a very generous commission model
- 30 days of vacation
- Pension plan and wellness allowance
- Flexible hours (09:00–17:00)
- Central office on Vasagatan in Stockholm
- Great development opportunities and training
- Opportunity for partnership or invoicing from your own company
- Ability to bring your dog to work
- Competitions for trips around the world
Other
Location: Stockholm
Start: By agreement, but no later than March
Reference checks, tests, and background checks may occur.
This recruitment is handled by Linda Ström at DocuPartner AB. If you have any questions, please contact Linda at 070-825 08 10.
Applications with CV and preferably a short cover letter should be emailed to: [email protected]
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