Full job descriptionFinance 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.