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The Role:
- Proactively seek new clients, introducers and revenue for the company and effectively convert lead opportunities.
- Deliver excellent customer service to all clients, prospective clients, internal and external customers.
- Maximise business opportunities by using best practice.
The Responsibilities:
- Build and maintain new and existing relationships with introductory sources for example finance brokers, insolvency practitioners, accountants, banks, clients etc.
- Achieve targets of new deals, points and minimum fees.
- Building and maintaining a level of new enquiries and identify and secure opportunities for new business and contacts.
- Conduct sales meetings with prospective clients when required; complete loan templates for sanction of the facility; follow all operation and due diligence procedures; chase outstanding enquiries and paperwork on deals; attend sales team meetings.
- Develop knowledge and understanding of the asset-based finance industry products and services, clients, competitors, introducers, risks, client industry and markets.
- Support and liaise with all other staff.
- Promote and represent the brand and services professionally; demonstrate you are an ambassador.
- Consistently provide accurate information to the Finance function to assist in the production and completion of weekly and monthly sales analysis and reports.
- Any other duties or projects commensurate with the level of responsibility of this role, for which the role holder has the necessary experience and/or training.
Key Skills:
- Maintain high-level professional conduct with internal and external customers and introducers via face to face, telephone, email and written communication.
- Establish and maintain a professional + ‘expert’ relationship with introducers, prospective clients, internal and external customers. Understand and show interest in client’s business and actively demonstrates being pivotal in the relationship between Operations and Sales.
- Good listening skills, understand how and when to action information, and how and when to delegate to the appropriate person.
- See things from prospective clients, introducers, internal and external customers point of view; identify their needs and have a proactive approach to building and maintaining relationships.
The Requirements:
- A well-established existing broker network.
- Experience in non-regulation SME lending market, secured lending, and loans.
- The ability to structure and package deals to clients.
- The ability to read the clients’ financials and provide the best option.
- Experience – proven experience of leadership in sales-related environment. Track record of successful delivery in a high-pressure role.
- Skills – People management skills are critical. Great planner and organiser. Customer service skills and ability to work alone whilst being a team player. Highly numerate and literate. IT- Microsoft Office, in particular Excel.
- Full driving licence.
