Personal Loan Sales Executive

You'll be the primary point of contact for personal loan applicants, guiding them from initial inquiry through approval while balancing customer needs and sales objectives. This full-time, office-based role has you working directly with customers and colleagues to build trust and deliver clear, compliant lending advice.

What you'll do

• You'll consult with prospects to understand needs and recommend appropriate personal loan products.
• You'll manage the application process end-to-end, from documentation collection to follow-up with underwriting.
• You'll meet individual and team sales targets while maintaining accurate records in the CRM.
• You'll resolve customer questions, explain terms clearly, and escalate concerns when needed to protect compliance and service quality.
• You'll identify opportunities to refer customers to other services or internal teams when appropriate.

What we're looking for

• 1–3 years of experience in consumer lending or financial sales, or equivalent customer-facing sales experience.
• Strong communication skills and the ability to explain loan terms in straightforward language.
• Comfort working in an office full time, with good attention to detail and basic numeracy.
• A customer-first attitude, professional integrity, and the ability to work to targets and processes.
• Familiarity with CRM tools and basic loan documentation procedures.

Why this role

You'll help customers access credit responsibly while developing practical sales and lending skills in a supportive, office-based setting.