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- Tasks: Manage inbound loan enquiries and convert leads through consultative sales.
- Company: Growing financial services firm in Peterborough with a dynamic team.
- Benefits: Up to £34,000 basic salary plus uncapped commission, OTE £45,000 - £60,000.
- Why this job: Join a thriving company and boost your earnings while helping clients achieve their goals.
- Qualifications: Strong communication skills and a passion for sales.
- Other info: Exciting career growth opportunities in a supportive environment.
The predicted salary is between 34000 - 60000 £ per year.
Role: Loans Consultant
Location: Peterborough (Office Based)
Salary: Up to £34,000 basic + Uncapped Commission (OTE £45,000 – £60,000 Year One)
Summary:
An excellent opportunity has opened for a driven Loans Consultant to join a growing financial services firm in Peterborough. You will be managing high quality inbound loan enquiries, converting leads through consultative sales conversations, and helping SMEs access the funding they need to grow.
The Company:
This specialist financial services firm has built a strong reputation for delivering tailored lending solutions to UK businesses. With exceptional enquiry to conversion ratios and a commitment to compliance, they are expanding their sales team to meet rising demand.
The Role:
As a Loans Consultant you will take ownership of inbound SME loan enquiries, guiding clients through the process from initial contact to pay out. You will work closely with underwriters, lenders and internal stakeholders to structure compliant, effective lending solutions.
Your responsibilities will include:
* Managing inbound loan enquiries and conducting discovery calls
* Building and maintaining relationships with SME clients
* Preparing and submitting lending proposals in line with FCA regulations
* Following up with clients and lenders to ensure smooth progression of applications
* Meeting and exceeding individual revenue and conversion KPIs
* Maintaining accurate records and CRM updates
Required Skills and Experience:
* Minimum 2 years experience in SME loan sales or financial services
* Proven track record of exceeding conversion and revenue targets
* Strong consultative sales skills from discovery to closing
* Good understanding of underwriting, affordability, credit profiles and lender criteria
* Excellent communication and organisational skills
* Up to date knowledge of FCA regulations and Consumer Duty
* Desirable: CeMAP qualification or equivalent, and experience with multiple lenders or fintech panels
What\’s in it for you?
* Competitive basic salary with uncapped commission
* Opportunity to join a small growing team with clear progression prospects
* Work directly with high quality inbound leads (no cold calling)
* Professional supportive environment focused on long term client success
Apply now!
If you are a confident, motivated sales professional with a strong record in SME loan conversions, we would love to hear from you.
Oscar Associates (UK) Limited is acting as an Employment Agency in relation to this vacancy.
To understand more about what we do with your data please review our privacy policy in the privacy section of the Oscar website.
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Loans Consultant employer: Oscar Associates (UK) Limited
Contact Detail:
Oscar Associates (UK) Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Loans Consultant
✨Tip Number 1
Get to know the company inside out! Research their values, mission, and recent news. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your consultative sales skills! Role-play with a friend or family member to get comfortable with handling objections and closing deals. The more confident you are, the better you'll perform in those crucial conversations.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn and engage with them. Ask about their experiences and any tips they might have for acing the interview process. It’s all about making connections!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to reach out directly!
We think you need these skills to ace Loans Consultant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in sales and customer service. We want to see how your skills align with the Loans Consultant role, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about the financial services industry and how you can contribute to our team. Keep it engaging and personal – we love a bit of personality!
Showcase Your Communication Skills: As a Loans Consultant, strong communication is key. In your application, demonstrate your ability to engage with clients effectively. Use clear and concise language, and don’t forget to proofread for any typos!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Oscar Associates (UK) Limited
✨Know Your Numbers
As a Loans Consultant, you'll be dealing with financial figures daily. Brush up on your knowledge of loan products, interest rates, and market trends. Being able to discuss these confidently will show the interviewer that you're not just interested in the role but also knowledgeable about the industry.
✨Practice Your Sales Pitch
Since the role involves consultative sales conversations, practice your sales pitch beforehand. Think about how you would approach a potential client, address their needs, and close the deal. Role-playing with a friend can help you refine your approach and boost your confidence.
✨Prepare for Common Questions
Anticipate questions related to your experience in sales and customer service. Be ready to share specific examples of how you've successfully converted leads in the past. This will demonstrate your ability to perform in the role and give the interviewer insight into your problem-solving skills.
✨Show Enthusiasm for the Company
Research the financial services firm and understand its values and mission. During the interview, express why you want to work there specifically. Showing genuine enthusiasm for the company can set you apart from other candidates and highlight your commitment to contributing to their success.
