Portman Finance Group
Commercial Finance Broker
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Overview
Coming from a consultative Sales or Business Development background, the Commercial Finance Broker will focus on prospecting for new clients, performing outbound sales activity, and developing inbound leads through to completion. Key to the role is working closely with our clients to understand their needs and partnering with them to select appropriate finance packages (full training is given on all our finance solutions services to equip you with all the necessary tools and knowledge).
As part of the role, the Commercial Finance Broker will explore and investigate client circumstances with a view to progressing to a commercially viable asset finance solution. In addition to new business focus, the Commercial Finance Broker will also conduct outbound/renewal activity on clients who have previously been in contact with Portman, positioning our solutions effectively to open new opportunities and win new business.
In your first fee-earning year as a Commercial Finance Broker, with our uncapped commission, you could earn up to £100,000, £125,000 in year two, and £150,000+ in year three. The on-target earnings are achievable and realistic as the majority of the company’s employees exceed their yearly targets. This role is a fantastic opportunity to learn and develop your sales abilities in a leading UK commercial finance brokerage.
Development
With our Commercial Finance Broker role forming part of Career Development Pathway via our Sales Manager Fast-Track Programme, we will provide you with:
- Inhouse Training from our Sales Director and Managing Director and the opportunity to complete an LIBF Diploma in Asset Finance
- An 18-month progression pathway into a Sales Manager role with the opportunity to build and manage a team upon completion
Responsibilities
- Provide seamless sales services to new clients via inbound channels from initial enquiry through to sales closure
- Conduct outbound sales activity to establish rapport and interest within potential new clients, ultimately building a pipeline and securing new business wins
- With a customer-centric approach, progress clients through our sales process, including gathering sales intelligence and objection handling, as well as exploring and promoting up-sell and cross-sell opportunities
- Write and prepare proposal documentation and credit applications, including working with clients to gather appropriate financial and non-financial paperwork
- Work closely with our panel of lenders to secure client finance, documenting key actions and tasks throughout
- Record all sales activity in our CRM
- Build and maintain a pipeline of live opportunities
- Any other appropriate job duties in line with the associated skill and experience of the post holder
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Requirements
Skills and Experience Required
- At least 4 – 8 years of strong sales experience (ideally in a Business-to-Business environment) is essential alongside a track record in achieving KPIs
- Degree-educated is preferred, with a minimum of A-Levels, or equivalent, is essential
- Ability to communicate clearly and concisely whilst building rapport and trust
- Customer-centric, resilient, and entrepreneurial approach to sales; understanding client needs and drivers with the ability to handle objections and remove barriers
- Positive and engaging telephone manner
- Strong Microsoft Office skills with experience of using a CRM
- Well organised and able to handle and prioritise multiple work streams
- A dynamic, entrepreneurial self-starter who would thrive in a high-pressure meritocratic environment
- Ability to manage and deliver strong results from a sales team under your direction
- Ability to support, train, and develop junior sales staff
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Personal Attributes
- Excellent written and oral communications skills
- Excellent sales and negotiation skillset
- Ability to build strong and effective working relationships at all levels, including senior stakeholders
- Resilient with the capability to work under pressure in a fast-paced corporate environment
- Adept at problem-solving with a can-do attitude
- Strong organisational skills with a high attention to detail
- Strong commercial acumen with an interest in business
- Ability to work on own initiative as well as being a team player
Benefits
- Competitive basic salary and uncapped commission structure
- Structured development programme, with optional professional (LBIF) qualification
- Transparent progression pathway
- Vibrant, high-spec office environment
- Enhanced annual leave, increasing with length of service
- Salary sacrifice pension
- Onsite parking
- Quarterly all-staff events and dynamic culture
Company Overview
Portman Finance Group was established in 2007 to provide UK SMEs with access to a range of finance options under one roof. We have now arranged over £1.5 billion in funding for over 20,000 companies.
Portman secures finance for businesses of all sizes via our own lending and panel of over 40 partners. We offer flexible payment terms, reducing large initial outlays and protecting cash-flow, and are one of the largest privately owned Broker-Lenders in the UK.
Portman works with any type of private sector business. We have a long and successful history financing a variety of assets, quickly and easily. If you’re looking to lease or purchase further equipment, release equity, or simply borrow, Portman can provide your business with the finance it needs.
Please note that as part of the recruitment process, a criminal records check/credit history check will be carried out by an authorised third party.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills