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Finance broker

Cardiff
Brook Street
Finance
Posted: 12h ago
Offer description

Brook Street are working with a dynamic commercial finance brokerage seeking experienced Commercial Finance Brokers to join their growing team. This role offers a unique opportunity to develop your career through their Sales Manager Fast-Track Programme, including in-house training and the chance to complete an LIBF Diploma in Asset Finance. Successful candidates will follow an 18-month progression pathway towards a Sales Manager role with team leadership opportunities.


Key Responsibilities

* Manage inbound sales enquiries and convert them into successful finance deals.
* Conduct proactive outbound sales to build and maintain a strong pipeline of new business opportunities.
* Guide clients through the sales process with a customer-centric approach, including objection handling and identifying up-sell/cross-sell opportunities.
* Prepare proposals and credit applications, liaising with clients to collect necessary financial documentation.
* Work closely with a panel of lenders to secure finance solutions for clients.
* Maintain accurate records of all sales activity in the CRM system.
* Deliver excellent customer service and meet or exceed sales targets.


Skills and Experience

* Proven sales experience in a B2B environment with a strong track record of meeting KPIs.
* Excellent communication skills with the ability to build rapport and trust quickly.
* Resilient, entrepreneurial mindset with a customer-focused approach.
* Positive telephone manner and strong negotiation skills.
* Educated to degree level preferred; A-levels or equivalent essential.
* Proficient in Microsoft Office and experienced with CRM systems.


Personal Attributes

* Strong organisational skills and attention to detail.
* Ability to prioritise and manage multiple tasks effectively.
* Commercially aware with a proactive, can-do attitude.
* Capable of working independently and as part of a team.
* Comfortable working under pressure in a fast-paced environment.

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