What is a Career in Sales in Financial Services & FinTech like? In Conversation with a Head of Index Sales

On the show today we meet Liz! Liz works as a Head of Index Sales in the FinTech industry in the UK. 

Liz kindly shares with us: 

  • An overview of the financial services industry ecosystem (banking, investment/asset management & FinTech)
  • Common misconceptions of the sales role  
  • The purpose of the sales role 
  • What a sales professional does on an average day  
  • Most enjoyable parts of the role 
  • Challenging parts of the role 
  • Proudest moments in the role 
  • How Liz became a head of index sales from aspiring psychologist and CEO of Disney 
  • Highs of the career journey  
  • Challenges of the career journey  
  • Importance of role models and mentors  
  • Helpful education, training and skills for aspiring financial services and FinTech sales professionals:
  • The future of the sales in financial service and FinTech 
  • Advice and resources for people who are keen to find out more about a career in sales and/or financial services and FinTech 
  • Advice for her younger self and you!  


  • FinTech – financial technology
  • AUM – assets under management  
  • IFA – independent financial advisor  

Other references: 

We also talk about:

  • The value of teamwork and organisational collaboration 
  • The importance of networking and building lasting relationships 
  • Recovering from setbacks, resilience, learning and finding the positives 
  • Figuring out where in an organisation you can do your best work (cultures, environments, internal versus external clients etc)
  • How dreaming big seems more commonplace in US versus UK
  • The value of curiosity and asking questions 
  • Diversity and inclusion within the industry
  • Balancing work, client entertainment and life

So if you’re curious and wondering what a sales professional in financial services and FinTech does or how to become a sales professional in the financial services or FinTech industry, listen, watch and enjoy! 

PS – If you have any questions, comments or suggestions, please get in touch, we would love to hear from you!