Location: Work from home

Target Markets: Finance & Insurance

Business Model: Commission-based

Commission: TBC

Deal Size: £10000 - £100000

Sales Type: Telesales (sales closed over the phone)

Zachary Ventures are looking for Financial Sales Partners

We are providing a unique opportunity for driven, experienced financial service professionals to partner with us in selling our products and services to such institutions. Established in 2008, Zachary Ventures Limited is a UK-based company providing global financial advisory risk and valuation services to banks, specialist lenders, institutional investors (asset management firms, insurance companies, hedge funds, private equity firms) and government agencies.

The firm has developed a proprietary valuation methodology for loan portfolios, which makes use of big data and econometric models,  that it uses to assist its clients.  The firm has analysed and provided valuations and loss forecasts on over £340bn of financial loan products.

The business prides itself on providing independent and honest advisory services while serving its clients to a very high standard.


Zachary Ventures provides services globally to banks and investors to assist them in valuing and risk managing portfolios of loan products (residential and commercial mortgages, student loans, corporate and SME loans, auto leases and loans, unsecured loans to SMEs and individuals, and credit card receivables).

We offer three main services related to such products and sell these to institutions in the UK and around the world:

  • Loan portfolio valuation services (either as part of a sale & purchase process/auction or for existing owners of such assets)
  • Loan portfolio risk services (IFRS 9 services, probability of default and loss given default and regulatory/economic capital calculations)
  • Assurance and validation services for various internal financial risk and valuation models


The target market for financial sales consultants is extremely large both geographically (global) and by type including:

  • Banks (including challenger banks) and building societies
  • Institutional investors (asset management firms, hedge funds, private equity firms)
  • Insurance companies
  • Central banks and government entities

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Ideal Profile

The ideal financial sales partner will already have 5+ years experience of working in the financial industry (either in the UK or other countries) and especially in sectors that relate to origination, distribution, risk, compliance or operations of loan products (residential and commercial mortgages, student loans, corporate and SME loans, auto leases and loans, unsecured loans to SMEs and individuals, and credit card receivables). Consultants will be expected to close sales in an honest, ethical and professional manner and need to be organised and self-motivated.

In addition we are looking for individuals that ideally have the following profile/background:

  • Individuals with senior networks and connections among financial institutions and institutional investors
  • Proficiency in other languages in addition to English is a bonus

This opportunity can be performed from home and Zachary Ventures will provide access to its CRM system, email and video conferencing facility. Partners will be expected to contact prospective clients by email, phone, using social media and in person where possible and to maintain customer service contact over the course of the services being provided. 

In return for the sale of our products we offer an attractive commission package. Many of our contract sizes are large, which can result in a sizeable recurring income for consultants. To learn more about this opportunity, click on the link below to speak with us.