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Sales Executive

2 months ago

Chester, United Kingdom White Oak UK Full time

Company Profile


If you are considering sending an application, make sure to hit the apply button below after reading through the entire description.

White Oak is an FCA authorised and regulated European Lending Platform which provides capital to support SMEs and mid-corporates through its full suite of flexible lending products. Headquartered in the UK, White Oak’s team of 150 specialists currently services a loan portfolio of over £500 million and have originated over £1.5 billion of assets since 2018. As a financing affiliate of White Oak Global Advisors, LLC (WOGA), White Oak is able to access investor capital to support White Oak’s lending activities to complement its funding from banks and other financial institutions.

White Oak UK (www.whiteoakuk.com) is a provider of loans and asset finance to SME businesses with both direct and broker routes to market. Direct business is funded either on its own book or placed with third party funders. Broker-introduced business is funded on the own book. Typical transaction size is c. £50k.

Company Values

Our values define our corporate culture and reinforce what is important to us. We encourage high standards of behaviour and accountability at all times which make our organisation stronger and more successful. Our Company Values are:

Collaboration

Teamwork; Strong working relationships internally and externally.

Agility

Perseverance; Solutions focused; Flexibility; Innovative.

Respect

Integrity; Ownership; Accountability.

Excellence

Expertise in role; Diligence; Client focussed.

Function & Job Purpose

The Direct Sales team function aims to increase new business, identify external opportunities and maximise in-house cross sell. The function consists of Lead Generation & Deal Closing.

The purpose of the Sales Executive is to create opportunities through new and existing data, progress all inbound enquiries to end sales stage and exhaust all inhouse sales opportunities inhouse and externally.

Role & Key Responsibilities

· Present WO to potential clients predominantly through telephone contact

· Be responsible to convert sales opportunities provided through the lead generation team and marketing platforms

· Generating your own sales opportunities through new and existing data (CRM)

· Develop new business relationships with potential clients by offering our products via superior customer service

· Achieve productivity and Company budget KPI’s set out by the Company

· Develop an understanding of customer requirements to offer a client focused service

· Adhere to FCA Conduct rules and Core Responsibilities relating to Sales function and the role

· Maintain and manage a pipeline and ensuring administration is completed on WOUK’s internal systems to aid the fair treatment of customers

· Create and be accountable for all client quotes and proposals, following WOUK Finance procedures through the whole process

· Perform your role with a positive and constructive attitude within the team environment

· Ensure all compliance regulation and legislation is adhered to where relevant

· Any other request deemed reasonable from your line manager.

Core Skills & Knowledge

· Ability to work independently and pro-actively

· High degree of self-motivation and desire to drive success

· Demonstrate a commitment to achieve the highest standards

· Ability to negotiate effectively and influence decisions

Any Other Attributes

· Previous experience within a high performing Sales environment, minimum 12-24 months required.

· Previous experience in Financial Services environment would be advantageous e.g. insurance, lending, business-to-business.

· Salesforce experience preferred but not essential

· Computer literacy

· Eagerness to learn with a will to succeed