OVERVIEW

Coming from a consultative Sales or Business Development background, the Commercial Finance Broker will focus on prospecting for new clients, performing outbound sales activity and developing inbound leads through to completion. Key to the role is working closely with our clients to understand their needs and partnering with them to select appropriate finance packages (full training is given on all our finance solutions services to equip you with all the necessary tools and knowledge).
As part of the role, the Commercial Finance Broker will explore and investigate client circumstances with a view to progressing to a commercially viable asset finance solution. In addition to new business focus, the Commercial Finance Broker will also conduct outbound/renewal activity on clients who have previously been in contact with Portman, positioning our solutions effectively to open new opportunities and win new business.
In your first fee-earning year as a Commercial Finance Broker, with our uncapped commission you could earn up to £100k, £125k in year two and £150k + in year three. The on-target earnings are achievable and realistic as the majority of the company’s employees exceed their yearly targets. This role is a fantastic opportunity to learn and develop your sales abilities in a leading UK commercial finance brokerage.

Responsibilities

• Provide a seamless sales service to new clients via inbound channels from initial enquiry through to sales closure;
• Conduct outbound sales activity to establish rapport and interest within potential new clients, ultimately building a pipeline and securing new business wins;
• With a customer-centric approach, progress clients through our sales process, including gathering sales intelligence and objection handling, as well as exploring and promoting up-sell and cross-sell opportunities;
• Write and prepare proposal documentation and credit applications, including working with clients to gather appropriate financial and non-financial paperwork;
• Work closely with our panel of lenders to secure client finance, documenting key actions and tasks throughout;
• Record all sales activity in our CRM;
• Build and maintain a pipeline of live opportunities; and
• Any other appropriate job duties in line with the associated skill and experience of the post holder.

Skills and Experience Required

• Strong sales experience (ideally in a Business-to-Business environment) is essential alongside a track record in achieving KPIs;
• Ability to communicate clearly and concisely whilst building rapport and trust;
• Customer-centric, resilient and entrepreneurial approach to sales; understanding clients needs and drivers with the ability to handle objections and remove barriers;
• Positive and engaging telephone manner;
• Degree-educated is preferred, with a minimum of A-Levels, or equivalent, essential; and
• Strong Microsoft Office skills with experience of using a CRM.

Personal Attributes

• Excellent written and oral communications skills;
• Excellent sales and negotiation skillset;
• Ability to build strong and effective working relationships at all levels, including senior stakeholders;
• Resilient with the capability to work under pressure in a fast-paced corporate environment;
• Adept at problem-solving with a can-do attitude;
• Strong organisational skills with a high attention to detail;
• Ability to prioritise and handle multiple tasks at any given time;
• Strong commercial acumen; and
• Ability to work on own initiative as well as being a team player.

• Provide a seamless sales service to new clients via inbound channels from initial enquiry through to sales closure;
• Conduct outbound sales activity to establish rapport and interest within potential new clients, ultimately building a pipeline and securing new business wins;
• With a customer-centric approach, progress clients through our sales process, including gathering sales intelligence and objection handling, as well as exploring and promoting up-sell and cross-sell opportunities;
• Write and prepare proposal documentation and credit applications, including working with clients to gather appropriate financial and non-financial paperwork;
• Work closely with our panel of lenders to secure client finance, documenting key actions and tasks throughout;
• Record all sales activity in our CRM;
• Build and maintain a pipeline of live opportunities; and
• Any other appropriate job duties in line with the associated skill and experience of the post holder