Sales Executive

Sales Executive – Exciting Opportunity in Financial Services

We are recruiting on behalf of a leading financial services provider for a Sales Executive to join their dynamic team. As a Sales Executive, you will play a pivotal role in driving business growth, building relationships, and supporting internal teams and external partners.

About the Role

As a Sales Executive, you will be responsible for developing and maintaining strong broker relationships, proactively contacting new and existing brokers to promote the company’s proposition, and being the first point of contact for all new enquiries. You will undertake preliminary assessments of enquiries to gather sufficient information to prepare an agreement in principle before passing them to the underwriting team for full review.

Day-to-day responsibilities include:

• Executing business development strategies to exceed targets for both volume and quality of business
• Managing loan enquiries from brokers and clients, providing indicative terms and liaising with the underwriting team
• Implementing business and promotional plans alongside management to maximize results
• Ensuring consistent delivery of excellent customer service and managing expectations around achievable timeframes
• Identifying market opportunities using competitor knowledge and customer feedback
• Assisting in the design and improvement of processes and product offerings to address customer needs and market gaps
• Maintaining accurate CRM records and providing regular competitor feedback
• Building relationships with intermediaries by maintaining proactive communications and converting opportunities into business
• Supporting post-completion processes to ensure a seamless broker and borrower experience
• Representing the brand at meetings, events, and exhibitions, providing support to senior team members where required
• Providing one-to-one coaching, training, and assistance to colleagues, acting as an advocate for the company

Skills for the Sale Executive:

• Previous experience in financial services
• Strong relationship management skills
• Experience in fast-moving finance environments, regulated or unregulated
• Willingness to learn and upskill in a fast-paced setting
• Hybrid working model with flexibility for office attendance as required
• Availability to travel or attend events, including irregular hours and occasional weekends

What You’ll Need

• Proven experience in a fast-paced, dynamic environment
• Proficiency in Excel and ability to manage and analyze data
• Strong multitasking, organizational, and prioritization skills
• Excellent communication skills, able to explain complex financial matters to stakeholders
• Team player mindset with the ability to collaborate across departments
• Strong problem-solving skills, flexibility, and open-mindedness

The package:

• £35,000 + with annual pay reviews, discretionary bonuses, and sales commission (if relevant)
• Flexible working hours and hybrid model
• Generous holiday allowance, increasing with service length, plus extra leave for significant life events
• Option to buy or sell annual leave
• Comprehensive life and health plans, including life assurance and healthcare cash plan
• Rewards for long service anniversaries
• Extended wellness lunch breaks and mental health support
• Inclusive and values-driven culture supported by a dedicated culture committee
• Access to a digital learning platform for career development and training

This is an excellent opportunity for a Sales Executive looking to develop their career within a supportive, fast-moving financial services environment.

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