Sales Executive - Fast-Paced Finance & Broker Relations

Together; Heald Green; On-site; GBP 30,000 - 48,000; Full time

Benefits offered by this job

Holiday entitlement and birthday day

Private medical insurance

Pension matched contributions

Life assurance

Discounts on local bar/restaurant

Gym access

Job summary

Charles Street Finance is seeking a Sales Executive to drive new and repeat business by building strong broker and client relationships. You will proactively generate deal opportunities and support cases through to completion, coordinating with field-based and internal teams to maximise client retention and value.

In a fast-paced, target-driven environment, you’ll manage terms, oversee case progression, and ensure accurate CRM updates, with activity targets and monthly outputs.

Qualifications

• Strong interpersonal and communication abilities are essential.
• Excellent organisational skills with attention to detail.
• Good telephone manner and clear articulation.
• Ability to multi-task to meet service level agreements (SLAs).
• Capability to build trust with intermediaries and clients.
• Self-motivated and enthusiastic with a proactive approach.
• Reliable and well-organised with strong administrative skills.

Responsibilities

• Issue terms on deals in line with credit appetite and service standards.
• Manage cases from enquiry to completion (cradle to grave).
• Prepare clear, commercial case summaries for underwriting.
• Ensure leads and updates are accurately logged in internal systems.
• Maintain CRM and pipeline visibility; follow-ups with brokers.

Skills

Interpersonal skills

Organisational skills

Telephone manner

Multi-tasking

Relationship building

Self-motivation

Communication skills

Punctuality

Administrative skills

Job description

Charles Street Finance is seeking a Sales Executive to drive new and repeat business by building strong broker and client relationships. You will proactively generate deal opportunities and support cases through to completion, coordinating with field-based and internal teams to maximise client retention and value.

In a fast-paced, target-driven environment, you’ll manage terms, oversee case progression, and ensure accurate CRM updates, with activity targets and monthly outputs.