Sales Executive – Financing Advisory

Darum lohnt es sich

• Customer engagement: Contact, onboard and support our SME customers throughout the loan application process • Acquisition: Proactively source customers from our CRM (warm leads, no cold calling) to build a consistent sales pipeline • Build trust and long-term relationships: Clearly and confidently explain the different financing options available to customers through our partners, and stay informed on industry trends, market developments and competitor activity • Establish long-term partnerships with key customers and become their trusted advisor for future financing needs • Financing expertise: Build on your knowledge of business financing and develop a deep understanding of the variety of lenders and products in the market • Partner engagement: Actively manage relationships and processes with our lending partners • CRM tracking: Record status across all funnel stages in Salesforce • Shape a best-in-class team culture: Proactively share your experiences within the organization with the relevant stakeholders to drive improvements • Improve the product with your feedback: Share customer feedback and your own ideas to make our product even better Requirements • Sales and advisory work with potential customers is in your DNA • Ideally you have initial experience in loan brokerage, financial advisory or in a customer-facing sales role • Excellent communication and interpersonal skills • Results-oriented with a focus on accuracy and speed of execution • Proactive - you don't wait for instructions • You deliver customer service at the highest level • Organized, analytical and able to stay calm under pressure • Able to diagnose and resolve issues quickly and effectively • Collaborative and able to build relationships with colleagues quickly • Fluent, business-level German and strong English skills Core Competencies Demonstrates expertise in customer engagement and financing options, with a strong ability to build long-term relationships and trust with SME customers.

Proficient in CRM tracking and committed to delivering high-level customer service while actively managing partnerships with lending partners.

Hard Skills • Loan Brokerage • Financial Advisory • Sales Pipeline Development • CRM Tracking • Business Financing Knowledge Soft Skills • Excellent Communication • Interpersonal Skills • Proactive Attitude • Organizational Skills • Analytical Skills Industry Keywords • Customer Service • SME Financing • Lending Partnerships • Market Developments • Competitor Activity Tools & Technologies • Salesforce