Strategic Sales Executive — Brokers & Client Relationships

Charles Street Finance; East Staffordshire; On-site; GBP 32,000 - 52,000; Full time

Job summary

Charles Street Finance is looking for a Sales Executive to drive new and repeat business by building strong relationships with brokers and clients, and to proactively generate deal opportunities through to completion. You will work with field-based and internal BDMs and underwriting to package deals efficiently and maintain momentum across cases.

This fast-paced, target-driven role requires you to achieve monthly performance targets, maintain activity levels, and deliver on applications and

Qualifications

• Strong interpersonal and communication skills.
• Excellent organisation and attention to detail.
• Clear telephone manner for articulate discussions.
• Ability to multi-task to meet SLAs.
• Proven ability to build trust with intermediaries.
• Self-motivated and enthusiastic.
• Punctual and well organised.
• Strong administration skills.

Responsibilities

• Issue terms on deals in line with appetite and service standards.
• Manage cases from enquiry to completion ('cradle to grave').
• Prepare clear, commercially focused underwriting case summaries.
• Ensure all leads and updates are entered into internal systems.
• Maintain CRM for pipeline visibility and follow-ups.
• Regularly contact existing clients to identify refinancing opportunities.
• Support external BDMs by packaging cases for underwriting.
• Build and sustain relationships with brokers and introducers.
• Liaise with internal teams to progress cases smoothly.
• Hit KPIs for application packs and deals completed.

Skills

Interpersonal skills

Communication skills

Organisational skills

Telephone manner

Multi-tasking

Relationship building

Self-motivated

Punctual

Administration skills

Job description

Charles Street Finance is looking for a Sales Executive to drive new and repeat business by building strong relationships with brokers and clients, and to proactively generate deal opportunities through to completion. You will work with field-based and internal BDMs and underwriting to package deals efficiently and maintain momentum across cases.

This fast-paced, target-driven role requires you to achieve monthly performance targets, maintain activity levels, and deliver on applications and