Direct Sales Executive - Financial Services

Posted 21 March by Coast Specialist Recruitment Easy Apply

A successful Lender based in Stockport has an opportunity for a Direct Sales Executive to join their Commercial Lending department.

This is an exciting, new position within a fast paced department and the key purpose of the role will be to deliver an outstanding service to new and existing commercial customers, whilst maximising all sales opportunities.

Main Duties:

  • Develop sales opportunities through contact with commercial customers who have loans which have been redeemed, or are due to be redeemed to establish the nature of their business, growth plans & future needs
  • Establish long term relationships with particular customers, contacting them at appropriate points to review any funding requirements
  • Accurately assess inbound enquiries, maximise sales opportunities and understand the customers requirements to discuss all available products
  • Represent the company brand and values in all contact with customers so that customer retention and repeat business is maximised
  • Assess customer requirements, applications and affordability so that all business is completed promptly meeting underwriting requirements
  • Actively manage a sales pipeline ensuring customers receive the required updates and cases fund within the desired timeframes


  • A background in telephone or face to face sales
  • Strong communication skills
  • Ability to work to strict deadlines
  • Strong planning and organisation skills
  • Experience in relationship building
  • Experience of working within Financial Services and/or commercial lending would be advantageous

If you would like to apply for this vacancy, please contact Ella Britton

Required skills

  • Commercial Lending
  • Financial Services
  • Lending
  • Sales
  • Telephone

Reference: 34163650

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