Commercial Account Executive

Solutions Recruitment
£25,000 - £29,999
28 Jul 2019
01 Aug 2019
Contract Type
Full Time
We are working in partnership with our client based in the heart of Manchester to add a Commercial Account Executive to a developing team.

The role will be to deal with leads past from the adviser network for clients both individual and commercial who are looking for commercial finance for things such as -

- Buy to let

- Commercial Investments

- Asset Finance

- Building Development Finance

The role will be focussing on clients based across the North, meeting clients, attending networking events to grow your client base and knowledge of the market.

Main responsibilities will include achieving job specific KPI's and business target objectives, ensuring that product and industry knowledge is current and accurate. In addition to this, ensuring delivery of an outstanding service to the valued clients and business introducers.

Key Responsibilities
  • Quarterly 1-1's with Commercial Director
  • To manage personal sales targets successfully
  • To achieve job specific KPI's
  • Visiting & developing new business introducers
  • Development of business with direct customers
  • To develop and maintain in depth knowledge on commercial lending and lenders criteria
  • Discuss client's needs via email, over the phone and in person.
  • Ability to assess and quote terms for commercial lending enquiries
  • To source commercial lending for all scenarios
  • Use various database systems to log information
  • To update the relevant team manager with details of all leads received from any Lead Provider
  • To work as part of a team to achieve success
  • To manage ongoing cases day to day and record on CRM
  • Any opportunity identified in an area of which you do not hold a license must be referred to the appropriate Team Manager
  • Any missed opportunities will be automatically referred to another advisor in line with the company processes.

Key Skills
  • A proven and impressive business track record specifically in the Commercial Finance marketplace
  • Highly experienced in the sourcing, management and delivery of a diverse range of commercial financial products to business customers.
  • High Level sales experience in a client facing environment
  • Numerate and literate with excellent communication skills
  • Able to deliver clear and concise proposals and presentations
  • Ability to carry out responsibilities with strong time management and excellent attention to detail
  • Accurate recording of information regarding the clients financial and personal situation
  • Ability to effectively promote both the appointment and upsell other services offered by the company
  • Be a positive team player
  • Maintain relevant industry qualifications

Key Behaviours
  • Bright and self-motivated
  • Committed and proactive
  • Quick thinking and adaptable
  • High sense of personal responsibility
  • Reliable, flexible and cooperative
  • Sensible, diplomatic and tactful
  • Personal and approachable, with an enthusiastic nature and an overall passion for excellence
  • Well presented
  • Able and willing to work outside normal hours when necessary
  • Results driven
  • Team Player
  • Accurate record keeping of client and lender information
  • Ability to confidentially discuss clients' circumstances and needs

Whats in it for you?
  • Basic Salary £30,000 - £40,000 (Depending upon Experience)
  • Working Hours 9.00am to 5.00pm (Monday to Friday, Flexible hours given)
  • Bonus scheme
  • Death in Service
  • Employment Pension scheme available
  • Company mobile phone
  • Business mileage allowance paid at recommended rate
  • Laptop provided

If you feel you have the ambition and drive for this role then hit apply and one of our team will give you a call to discuss further, we look forward to speaking to you!!

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