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.