Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Meet clients across the UK to assess lending opportunities and build strong relationships.
- Company: Join a profitable lender in Windsor known for quick, flexible SME lending.
- Benefits: Enjoy a competitive salary, commission, and a monthly car allowance.
- Why this job: Be part of a high-energy team focused on growth and personal development.
- Qualifications: Experience in fintech or B2B sales is preferred; a passion for finance is essential.
- Other info: Initial training requires office presence; remote work available after.
The predicted salary is between 24000 - 33600 £ per year.
Location: Remote based – Spend time out meeting customers across the UK. We are looking for candidates who are happy to cover UK wide. Office is Windsor based – This will be 5 days a week for the first month of training and you will need to be accessible to the office for sales meetings, dropping off documents for deals etc.
Salary – £30K - £40K + Commission
About the Field Sales Executive:
My client is a profitable scaling lender based in the heart of Windsor. After 7 years of trading, they have a fantastic brand reputation for quick, streamlined and flexible lending for SME businesses across the UK looking to scale. After a large investment round and the lending book scaling 2X in 2024, they are now focusing on growth making it an exciting high energy environment to work in – Offering great learning & development opportunities and a fun but productive working environment.
We are now looking for a new addition to the BDE team – My client is passionate about building transparent & long lasting relationships with each of the SME businesses they lend to and therefore meet each client in their premises before lending. This is the USP compared to other lenders in the market so we are keen to recruit BDM who enjoys being out on the road, meeting clients & can help my client grow their lending book.
Responsibilities and duties will include:
- You will be conducting site visits to potential borrowers at their place of business to assess if we are proceeding to a lending decision.
- Looking to build a strong relationship with the business director – Pitch my client's products & benefits and ensure a suitable lending deal is agreed.
- You will be assessing director behaviour, business sector and collating any further documentation required to determine your final lending decision.
- You will be looking at the risks involved with the business and put these factors towards the lending decision which you will then present to credit for the deal to be underwritten.
Essential Skills and Competencies:
- Prior Fintech, Banking or Financial Services experience or if not an interest in the sector with some B2B professional sales experience.
- Commercial mindset – Ability to build good relationships & secure lending deals.
- Use of own car as you will be required to drive to our customers (monthly car allowance).
- Confident, friendly and a professional manner with excellent interpersonal and communication skills.
- Excellent analytical and decision-making abilities – You will need to collate the data & pitch the deal to underwriting after the site visit.
- Knowledge of loan compliance and regulatory standards.
For more information please get in touch or to apply send your CV now.
Field Sales Executive employer: CRS
Contact Detail:
CRS Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Field Sales Executive
✨Tip Number 1
Familiarise yourself with the fintech and lending landscape in the UK. Understanding the current trends, regulations, and challenges in the industry will help you engage more effectively with potential clients and demonstrate your knowledge during interviews.
✨Tip Number 2
Network with professionals in the financial services sector. Attend industry events or join relevant online forums to connect with others in the field. This can lead to valuable insights and potentially even referrals for the Field Sales Executive position.
✨Tip Number 3
Prepare to showcase your relationship-building skills. Since this role focuses on meeting clients and establishing long-term relationships, think of examples from your past experiences where you've successfully built rapport and closed deals.
✨Tip Number 4
Be ready to discuss your analytical abilities. The role requires assessing risks and making lending decisions, so prepare to talk about how you've used data to inform your decisions in previous roles, highlighting your critical thinking skills.
We think you need these skills to ace Field Sales Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in fintech, banking, or financial services. Emphasise any B2B sales experience and showcase your ability to build relationships and secure deals.
Craft a Compelling Cover Letter: Write a cover letter that reflects your enthusiasm for the role and the company. Mention your understanding of their unique selling proposition and how your skills align with their needs, particularly your interpersonal and communication skills.
Showcase Analytical Skills: In your application, provide examples of how you've used analytical and decision-making abilities in past roles. This could include assessing risks or collating data to make informed decisions, which is crucial for this position.
Highlight Flexibility and Mobility: Since the role requires travelling across the UK, mention your willingness to meet clients on-site and your ability to manage your time effectively. If you have experience working remotely or independently, be sure to include that as well.
How to prepare for a job interview at CRS
✨Know Your Product Inside Out
Before the interview, make sure you understand the lending products and services offered by the company. Be prepared to discuss how these can benefit potential clients and how they differ from competitors.
✨Demonstrate Relationship-Building Skills
Since the role involves meeting clients and building long-lasting relationships, be ready to share examples of how you've successfully built rapport in previous roles. Highlight your interpersonal skills and how they can help in securing deals.
✨Showcase Your Analytical Abilities
Prepare to discuss how you assess risks and make lending decisions. Bring examples of past experiences where you had to analyse data or situations to make informed decisions, as this will be crucial for the role.
✨Be Ready for Scenario Questions
Expect questions that put you in hypothetical situations related to client meetings or lending decisions. Practice your responses to demonstrate your problem-solving skills and commercial mindset.
