Are you a driven sales professional with a passion for financial services, ideally with mortgage experience, a proven track record of sales success and keen to work in an award winning business My client is a fast-growth, scale-up business in a high-growth market within financial services, and due to continued growth are looking for an experienced Account Executive to join the team to drive sales growth, culture and market share.
The role will be varied. You will be given full support and autonomy to deliver excellent sales results and relationship development with brokers and customers - led with integrity. The role will be focussed on data-led, front-end sales & BD to develop sales volume:-
Duties & Responsibilities
Drive new business and revenue growth by expanding your broker panel with first class data
Identify and convert new mortgage opportunities via phone and digital channels
Execute sales strategies to build a strong, consistent pipeline
Build lasting client relationships with tailored mortgage solutions
Qualify and follow up on leads, turning interest into action
Stay ahead of market trends and competitor activity
Maintain accurate CRM records and report on KPIs
Collaborate with internal teams to ensure smooth application journeys
Ensure full compliance with industry regulations and company policies
What You'll Bring:
Proven success in financial service / mortgage sales and telephone-based business development
Target led mindset with a desire to deliver in line with company values
Strong communication, negotiation, and organisational skills
Strong understanding of mortgage products, broker engagement and client attraction & retention