Direct Sales Executive

A Direct Sales Executive is responsible for initiating developing and managing relationships with new existing and legacy customers of JBR Capital from across the UK.

• Provide exceptional and market leading service levels to direct customer through an enthusiastic professional knowledgeable and passionate approach at all times demonstrating a genuine interest in their needs and concerns.
• To achieve agreed sales targets via the acquisition of new customers and the development of existing customer relationships within our market sector.
• Focus on 3 key pillars of direct sales balloon refinance in-life customer retention and new customer acquisition.
• Onboarding Management and Productivity of customer Relationships including Feedback via Customer Satisfaction Surveys
• To generate profitable business through a proactive and can do attitude.
• Planning and implementation of specific direct sales development strategy to maximise opportunities with new and existing customers.
• To Assess and maintain a comprehensive customer analysis and develop sales through strategic planning and reviews.
• To prospect and quote customers using appropriate pricing as per the Direct Sale Product Guide.
• To assist customer with their funding requirements from initial lead and quotation to pay out stage.
• To liaise directly with customers using a personalised concierge approach.
• To provide reporting as required by senior management including pipeline management and monthly forecasting & budgeting.
• To comply with all processes as requested by JBR Capital.
• Ensure all knowledge is up to date with regards to regulatory and legislative information (e.g. Data Protection Anti Money Laundering etc.)  as required by JBR.
• Attendance & participation at Introducer events broker days and Industry car events such as Salon Prive Concours of Elegance / London Supercar Driver Events customer handovers and generating social media content.
• Undertake any other reasonable tasks as requested by JBR Capital.

Qualifications :

• Advanced skills in financial analysis risk assessment and credit modeling
• Excellent communication and negotiation skills
• In-depth knowledge of credit risk management principles and best practices
• Thorough understanding of regulatory requirements and compliance in the financial sector
• Demonstrated ability to make decisive data-driven decisions in a fast-paced environment
• Strong attention to detail and ability to manage multiple priorities effectively

Additional Information :

Your Wellbeing - We take your health and well-being very seriously by providing a range of benefits to give you and your family peace of mind. These include:

• Market leading family friendly policies such as access to our Maternity Adoption and Paternity policies from Day 1 of your employment
• Free access to Headspace a mindfulness & meditation digital health app
• Free access to Peppy digital health app that offers personalised support through fertility treatment becoming a parent or menopause
• EAP (Employee Assistance Programme) - Offering you support on a wide range of subjects including financial concerns mental wellbeing and more general queries around family work housing and health
• Cycle to work scheme
• Discounts on gym membership
• Contributory pension scheme & death in service

Your Lifestyle - Its important you strike the right balance between your work and personal life. We provide benefits to support you when at work and when youre enjoying your leisure time.

• Minimum of 27 days holiday per year
• Option to buy or sell holiday days through our flexi-holiday scheme
• Discounts on gym membership nationwide
• Access to discounts on a range of high street and online brands
• Community support and charitable giving

Your Contribution - Were focused on rewarding those that go the extra mile in helping us achieve our goals.

• Participation in our annual discretionary bonus scheme designed to reward your contribution to our success
• Proudly Shawbrook recognition scheme focused on recognising our role models and thanking our colleagues for a job well done

Remote Work :

No

Employment Type :

Full-time