Sales Executive – Financing Advisory

Jobtailor; Berlin; Vor Ort; EUR 42.000 - 64.000; Vollzeit

Zusammenfassung

Jobtailor is seeking a customer-focused financing advisor to join our SME lending team in Germany. You will engage customers, onboard them through the loan process and provide ongoing support.

You will source qualified leads from our CRM, explain financing options, build trust, and cultivate long-term partnerships with lending partners while using Salesforce to track progress and contribute to product improvements. Fluent German and strong English are required.

Qualifikationen

• Sales and advisory work with potential customers is in your DNA.
• Ideally you have initial experience in loan brokerage, financial advisory or in a customer-facing sales role
• Excellent communication and interpersonal skills
• Results-oriented with a focus on accuracy and speed of execution
• Proactive - you don't wait for instructions
• You deliver customer service at the highest level
• Organized, analytical and able to stay calm under pressure
• Able to diagnose and resolve issues quickly and effectively
• Collaborative and able to build relationships with colleagues quickly
• Fluent, business-level German and strong English skills

Aufgaben

• Customer engagement: Contact, onboard and support our SME customers throughout the loan application process
• Acquisition: Proactively source customers from our CRM (warm leads, no cold calling) to build a consistent sales pipeline
• Build trust and long-term relationships: Clearly and confidently explain the different financing options available to customers through our partners, and stay informed on industry trends, market developments and competitor activity
• Establish long-term partnerships with key customers and become their trusted advisor for future financing needs
• Financing expertise: Build on your knowledge of business financing and develop a deep understanding of the variety of lenders and products in the market
• Partner engagement: Actively manage relationships and processes with our lending partners
• CRM tracking: Record status across all funnel stages in Salesforce
• Shape a best-in-class team culture: Proactively share your experiences within the organization with the relevant stakeholders to drive improvements
• Improve the product with your feedback: Share customer feedback and your own ideas to make our product even better

Kenntnisse

Loan Brokerage

Financial Advisory

Sales Pipeline Development

CRM Tracking

Business Financing Knowledge

Excellent Communication

Interpersonal Skills

Proactive Attitude

Organizational Skills

Analytical Skills

Sales Experience

Customer Service

Tools

Salesforce

Jobbeschreibung

• Customer engagement: Contact, onboard and support our SME customers throughout the loan application process


• Acquisition: Proactively source customers from our CRM (warm leads, no cold calling) to build a consistent sales pipeline


• Build trust and long-term relationships: Clearly and confidently explain the different financing options available to customers through our partners, and stay informed on industry trends, market developments and competitor activity


• Establish long-term partnerships with key customers and become their trusted advisor for future financing needs


• Financing expertise: Build on your knowledge of business financing and develop a deep understanding of the variety of lenders and products in the market


• Partner engagement: Actively manage relationships and processes with our lending partners


• CRM tracking: Record status across all funnel stages in Salesforce


• Shape a best-in-class team culture: Proactively share your experiences within the organization with the relevant stakeholders to drive improvements


• Improve the product with your feedback: Share customer feedback and your own ideas to make our product even better

Requirements

• Sales and advisory work with potential customers is in your DNA


• Ideally you have initial experience in loan brokerage, financial advisory or in a customer-facing sales role


• Excellent communication and interpersonal skills


• Results-oriented with a focus on accuracy and speed of execution


• Proactive - you don't wait for instructions


• You deliver customer service at the highest level


• Organized, analytical and able to stay calm under pressure


• Able to diagnose and resolve issues quickly and effectively


• Collaborative and able to build relationships with colleagues quickly


• Fluent, business-level German and strong English skills

Core Competencies

Demonstrates expertise in customer engagement and financing options, with a strong ability to build long-term relationships and trust with SME customers. Proficient in CRM tracking and committed to delivering high-level customer service while actively managing partnerships with lending partners.

Hard Skills

• Loan Brokerage


• Financial Advisory


• Sales Pipeline Development


• CRM Tracking


• Business Financing Knowledge

Soft Skills

• Excellent Communication


• Interpersonal Skills


• Proactive Attitude


• Organizational Skills
  
• Analytical Skills

Industry Keywords

• Customer Service


• SME Financing


• Lending Partnerships


• Market Developments


• Competitor Activity

Tools & Technologies

• Salesforce