Sales Executive
Fintelligent Search
- Bootle, England, United Kingdom
- Bootle, England, United Kingdom
About
About the Role As a Broker Support Executive, you will be responsible for developing and maintaining strong broker relationships, proactively contacting new and existing brokers to promote the company’s proposition, and being the first point of contact for all new enquiries. You will undertake preliminary assessments of enquiries to gather sufficient information to prepare an agreement in principle before passing them to the underwriting team for full review.
Day-to-day responsibilities include
Managing loan enquiries from brokers and clients, providing indicative terms and liaising with the underwriting team Implementing business and promotional plans alongside management to maximize results Ensuring consistent delivery of excellent customer service and managing expectations around achievable timeframes Identifying market opportunities using competitor knowledge and customer feedback Assisting in the design and improvement of processes and product offerings to address customer needs and market gaps Maintaining accurate CRM records and providing regular competitor feedback Building relationships with intermediaries by maintaining proactive communications and converting opportunities into business Supporting post-completion processes to ensure a seamless broker and borrower experience Representing the brand at meetings, events, and exhibitions, providing support to senior team members where requiresSskills for the Broker Support Executive: Previous experience in financial services Strong relationship management skills Experience in fast-moving finance environments, regulated or unregulated Willingness to learn and upskill in a fast-paced setting Hybrid working model with flexibility for office attendance as required Availability to travel or attend events, including irregular hours and occasional weekendsWhat You’ll Need Proven experience in a fast-paced, dynamic environment Proficiency in Excel and ability to manage and analyze data Strong multitasking, organizational, and prioritization skills Excellent communication skills, able to explain complex financial matters to stakeholders Team player mindset with the ability to collaborate across departments Strong problem-solving skills, flexibility, and open-mindednessThe package: £35,000 + with annual pay reviews, discretionary bonuses, and sales commission (if relevant) Flexible working hours and hybrid model Excellent holiday allowance, increasing with service length, plus extra leave for significant life events Option to buy or sell annual leave Comprehensive life and health plans, including life assurance and healthcare cash plan Rewards for long service anniversaries Extended wellness lunch breaks and mental health support Inclusive and values-driven culture supported by a dedicated culture committee Access to a digital learning platform for career development and trainingThis is an excellent opportunity for a Broker Support Executive looking to develop their career within a supportive, fast-moving financial services environment.
JL_FIN
Languages
- English
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