We are seeking a driven and commercially minded Sales Specialist to join a fast-paced financial services business. This role is focused on developing new business opportunities, managing broker relationships, and supporting the progression of lending enquiries from initial contact through to underwriting.
You will act as a key point of contact for brokers and clients, delivering a high level of service while identifying opportunities to grow the lending pipeline.
Key Responsibilities
Business Development & Sales
• Execute business development strategies to achieve and exceed targets
• Proactively generate new business through broker outreach and relationship management
• Manage inbound loan enquiries from brokers and direct clients
• Promote lending products and services to new and existing intermediaries
• Identify market opportunities using competitor analysis and customer feedback
Deal Management
• Conduct initial assessments of loan enquiries and gather relevant information
• Provide indicative terms and agreements in principle
• Progress enquiries to underwriting for full assessment
• Maintain accurate and up-to-date CRM records for all cases and interactions
Stakeholder Management
• Build and maintain strong relationships with brokers, clients, and internal teams
• Work closely with underwriting to ensure a smooth transition from enquiry to completion
• Collaborate with post-completions teams to support repeat business opportunities
• Represent the business at meetings, events, and exhibitions where required
Process Improvement & Support
• Contribute to the development and improvement of processes and product offerings
• Provide competitor insights and market feedback
• Support wider team initiatives and assist senior stakeholders as required
• Deliver training and support to colleagues across the sales function
Skills & Experience Required
• Experience in a sales, business development, or financial services role
• Strong understanding of lending, property finance, or bridging finance (desirable)
• Proven ability to build and manage client and broker relationships
• Excellent communication skills with the ability to explain complex financial information clearly
• Strong organisational skills with the ability to manage multiple priorities
• Analytical mindset with attention to detail
• Proficiency in Microsoft Excel and CRM systems
Desirable Experience
• Experience within bridging finance or specialist lending
• Background in a fast-paced financial services environment
• Exposure to working with brokers and intermediaries
Personal Attributes
• Target-driven and commercially focused
• Proactive and self-motivated
• Strong problem-solving skills
• Team player with a collaborative approach
• Adaptable and able to work under pressure
• Positive and flexible mindset
What’s on Offer
• Competitive salary with commission and discretionary bonuses
• Hybrid working model with flexible start and finish times
• Generous holiday allowance with additional leave for key life events
• Option to buy or sell annual leave
• Life assurance, income protection, and healthcare support
• Enhanced parental leave
• Long service recognition and rewards
• Wellbeing initiatives and mental health support
• Ongoing training, development, and career progression opportunities
Working Pattern
Hybrid working with flexibility to attend the office as required, alongside occasional travel and attendance at industry events
Salary description
£35000.00 - £40000.00 per year