As a Sales Executive, you will play a key role in driving new and repeat business by building strong relationships with brokers and clients, proactively generating deal opportunities, and supporting cases through to completion.
Working closely with field-based & Internal BDMs and underwriting, you’ll be responsible for packaging deals efficiently, maintaining momentum across cases, and helping to maximise client retention and long-term value.
Please note, this is a fast-paced, target-driven environment, and that candidates must be comfortable working towards and being accountable for monthly performance targets. This includes maintaining strong activity levels (calls and teams meetings), as well as delivering against key outputs such as applications and completions.
As a Sales Executive, we are looking for someone to:
- Issue terms on agreed deals in line with credit appetite and service standards
- Manage cases from initial enquiry through to completion ("cradle to grave")
- Prepare clear, accurate, and commercially focused case summaries for underwriting
- Ensure all leads and updates are accurately keyed onto internal systems
- Maintain and effectively manage the CRM to support pipeline visibility and follow-ups
- Regularly contact existing clients to identify refinancing and retention opportunities
- Support external BDMs by packaging cases for submission to underwriting
- Build and maintain strong, long-lasting relationships with brokers and introducers
- Liaise with internal teams to ensure cases progress smoothly and efficiently
- Hit KPI’s for application packs and deals completed
Qualifications
- Strong Interpersonal and communication skills
- Excellent organisational skills and attention to detail
- Good Telephone Manner, able to articulate in a clear way
- Ability to multi-task to ensure SLA’s are met
- Able to develop successful working relationships and build trust and confidence with intermediaries
- Self-motivated and enthusiastic
- Punctual and well organised
Additional Information
Charles Street embraces diversity and inclusion, and are proud to be an equal opportunity workplace. Not only do we welcome difference – we celebrate it, support it and really value our colleagues for who they are. We are committed to building a team that represents a variety of backgrounds, perspectives and skills.
If you feel you'd benefit from any support or reasonable adjustments during any stage of the recruitment process, please don’t hesitate to let us know when completing your application. This information will be picked up by our team, so we can try and put steps in place to help you be at your best through this process.
Please note that all successful applicants will undergo relevant employment reference, financial and criminal record checks.
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Sales Executive employer: Charles Street Finance
At Charles Street Finance, we pride ourselves on being an excellent employer, offering a supportive work culture that values integrity and customer focus. With generous benefits including up to 30 days of holiday, health plans, and opportunities for professional growth, our team members thrive in a collaborative environment where their contributions are recognised and rewarded. Located in Cheadle, South Manchester, we provide a unique opportunity to be part of a dynamic team driving innovation in the bridging finance sector.
