Sales Executive

Together

CheadleOn-sitefull timeCharles StreetPosted 4w agoEarly applicant likely

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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 Essential - 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 - Strong communication skills - Punctual and well organised - Good administration skills If you feel you have some of the skills mentioned above, but not all, please do still apply and we would be happy to have a further discussion with you in regards to your suitability for the role.

About Together

Together provides mortgages and secured loans to high net worth individuals. The company also has internal teams managing Microsoft 365 adoption and financial control functions.

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