Description:
Our client is a leading UK-based commercial finance brokerage that has been providing businesses with innovative funding solutions for over a decade. They specialize in securing tailored finance packages for SMEs across various sectors, leveraging a comprehensive panel of lending partners and their own in-house capabilities.
As a Commercial Finance Broker, you will play a pivotal role in driving business growth by connecting clients with tailored financial solutions. Leveraging your consultative sales or business development expertise, you will prospect for new opportunities, manage client relationships, and guide them through the finance process—from initial enquiry to successful completion. This role offers full training on a wide range of financial services, equipping you with the tools to excel and progress within a fast-paced, meritocratic environment. With uncapped commission and a clear development pathway, this is an excellent opportunity for ambitious professionals to achieve outstanding career growth and earning potential.
Key Responsibilities
- Client Engagement & Sales: Identify and prospect for new clients through outbound sales activities. Convert inbound leads into successful business opportunities. Build strong relationships with clients to understand their financial needs and provide tailored solutions.
- Client Management & Retention: Explore and analyze client circumstances to develop commercially viable finance solutions. Conduct outbound renewal activities to re-engage past clients and secure repeat business.
- Documentation & Compliance: Prepare detailed proposal documents and credit applications. Work with clients to gather necessary financial and non-financial paperwork. Coordinate with lending partners to secure suitable finance packages.
- Sales Process Execution: Progress clients through the sales cycle with a customer-centric approach. Handle objections effectively and identify opportunities for cross-selling or up-selling.
- Pipeline Development & Reporting: Maintain and update a pipeline of active opportunities. Record all sales activities accurately in the CRM system.
- Collaboration: Work closely with internal teams and external stakeholders to ensure seamless delivery of finance solutions.
- Professional Development: Participate in in-house training and development programs to enhance sales and industry knowledge.
- Undertake any other relevant responsibilities aligned with the role’s skillset and requirements.
Requirements
- 4–8 years of proven sales experience, preferably in a B2B environment.
- Strong track record of achieving KPIs and sales targets.
- Prior experience in Finance sector especially coming from a Finance Broker is highly desirable
- Ability to analyze financial information and present tailored solutions.
- Exceptional communication skills, both verbal and written.
- Customer-centric mindset with the ability to handle objections effectively.
- Proficiency in Microsoft Office and CRM systems.
- Strong organizational skills with the ability to manage multiple tasks.
- Entrepreneurial spirit, resilience, and a proactive attitude.