Sales Executive

Fintelligent Search

Fully funded CeMAP qualification | Hybrid working after probation | Monthly bonus | Clear career path into Mortgage Advice

If you have experience in fast paced sales role and are looking to build a long-term career within mortgage advice, this Sales Executive opportunity offers an excellent platform to develop your skills and progress into a Trainee Mortgage Advisor role.

You’ll join a growing specialist lender that is committed to investing in its people. With a fully funded CeMAP qualification, structured training and ongoing coaching, you’ll gain the knowledge, skills and confidence needed to progress into mortgage advice.
Working alongside experienced Mortgage Advisors, you’ll develop your understanding of the mortgage market, learn how to identify customer needs and build your ability to deliver tailored lending solutions to customers across the UK.

Package & Benefits for the Sales Executive:
  • £28,000 – £35,000 basic salary, depending on experience
  • Uncapped OTE of £50,000, with typical earnings around £41,000
  • Fully funded CeMAP qualification
  • Structured training and ongoing coaching
  • Hybrid working after probation, with three days per week in the Manchester office
  • Up to 25 days’ annual leave, plus bank holidays and your birthday off
  • Healthcare cash plan
  • Pension scheme with up to 5% employer contribution
  • Life Assurance
  • Cycle to Work scheme
  • Long Service Awards
  • Clear progression pathway into Mortgage Advic

As a Sales Executive, you’ll be the first point of contact for customers and play an important role in understanding their requirements and supporting them through the early stages of their mortgage journey. You’ll work closely with experienced Mortgage Advisors, developing your product knowledge and sales skills while progressing towards your CeMAP qualification.

Key Responsibilities for the Sales Executive: 
  • Manage inbound customer enquiries and establish a clear understanding of customer requirements
  • Gather relevant information to assess customer needs and identify appropriate lending solutions
  • Support customers throughout the early stages of the mortgage application journey
  • Work alongside experienced Mortgage Advisors to develop your knowledge of mortgage products and the advice process
  • Build an understanding of FCA regulations, responsible lending and customer affordability
  • Develop strong product and market knowledge through structured training and hands-on experience
  • Deliver an exceptional customer experience while working towards individual sales, quality and performance targets
  • Successfully complete the fully funded CeMAP qualification as part of your development pathway
  • Progress towards a Mortgage Advisor position as your knowledge, experience and qualifications develop
Experience needed for the Sales Executive: 
  • At least 12 months’ experience in a KPI-driven sales or financial services role
  • Experience working within a target-driven environment
  • Strong communication and relationship-building skills
  • A genuine interest in financial services, mortgages and specialist lending
  • The motivation and commitment to complete a fully funded CeMAP qualification
  • A customer-focused approach combined with a strong commercial mindset
  • The ability to work towards targets while maintaining high standards of quality and customer service
  • A willingness to learn, develop and progress into a qualified Mortgage Advisor
Interested? If you’re an experienced Sales Executive, Financial Services Advisor or Mortgage Sales professional looking for a role that offers genuine career progression into mortgage advice, we’d love to hear from you.
Click Apply and submit your most recent CV for consideration.

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