Finance Account Executive – Commercial Finance
My client is a well-established and highly respected independent commercial finance brokerage with a strong reputation across the UK. Specialising in tailored funding solutions for professional services firms and SMEs, they are continuing to grow and are seeking a motivated Account Executive.
This is an excellent opportunity for a commercially minded individual who enjoys building relationships, generating business opportunities, and helping clients access bespoke finance solutions. Full training and ongoing support will be provided.
Key Responsibilities
· Manage relationships with existing clients, discussing renewals and future funding requirements.
· Contact prospective clients to identify financing needs and convert opportunities into business.
· Identify cross-selling opportunities and promote relevant financial products.
· Maintain accurate records and update CRM systems.
· Deliver exceptional customer service throughout the client journey.
· Handle inbound enquiries and direct them appropriately.
· Ensure compliance with FCA regulations and internal procedures.
About You
· Proven track record of converting leads into business.
· Confident making outbound calls and building relationships over the phone.
· Strong communication and interpersonal skills.
· Self-motivated, proactive, and target-driven.
· Excellent organisational skills and attention to detail.
· Able to work independently while contributing to a collaborative team environment.
Desirable Experience
· Commercial finance, lending, brokerage, or insurance backgrounds.
· Experience using CRM systems.
· Knowledge of commercial lending products.
What's on Offer?
· Full training and ongoing professional development.
· Supportive and collaborative team environment.
· Opportunity to join a growing and highly regarded business within the commercial finance sector.