Sales Executive – Financing Advisory

Tide

. Contact, engage, and support customers throughout the loan application process .

Posted 10/3/2026full-timeBerlin • GermanyMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in loan brokerage and financial advisory, with a strong focus on customer engagement and relationship management. Proficient in Salesforce for tracking sales processes and committed to delivering exceptional customer service.

Highest-signal resume keywords

Loan Brokerage ExperienceSalesforce ProficiencyFluent GermanCustomer-Focused SalesFinancial Product Knowledge

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Loan BrokerageFinancial AdvisorySales Pipeline ManagementFinancing Options ExplanationCustomer Relationship Management

Soft Skills

Excellent CommunicationInterpersonal SkillsProactive Work StyleOrganized ApproachProblem-Solving Ability

Tools & Technologies

Salesforce

Industry Keywords

Customer ServiceBusiness FinanceLending PartnersMarket TrendsCompetitive Landscape

About the role

Key responsibilities & impact

Contact, engage, and support customers throughout the loan application process
Actively acquire customers from the CRM through warm leads, with no cold calling
Build a consistent sales pipeline
Provide expert explanations of financing options through lending partners
Stay informed about industry trends, the market, and the competitive landscape
Build long-term customer partnerships and serve as the point of contact for future financing needs
Expand knowledge of business finance and develop a deep understanding of lenders and financial products
Actively manage relationships and processes with lending partners
Record the status of all funnel stages in Salesforce
Share insights and experiences with relevant stakeholders to enable improvements
Contribute customer feedback and ideas for product improvements
Report directly to the Team Lead, Sales

Requirements

What you’ll need

Experience in loan brokerage, financial advisory, or a customer-focused sales role (initial experience preferred)
Excellent communication and interpersonal skills
Results-oriented approach with a focus on accuracy and speed of execution
Proactive work style
Commitment to delivering the highest level of customer service
Organized and analytical approach, with the ability to remain calm under pressure
Ability to resolve problems quickly and effectively
Collaborative working style and the ability to build relationships with colleagues quickly
Fluent German with business-level negotiation skills
Good command of English
Experience in loan brokerage, sales, and financing, with a proven track record of success

Benefits

Comp & perks

Up to 15% commission on generated revenue
25 days of paid vacation per year
An additional 3 days of paid leave for volunteering or professional development
A dedicated budget to support your professional development
Extended parental leave
4-week sabbatical after 3 years with the company
Mental health support through Plumm
One-time home office budget
Work from anywhere in the world for up to 90 days outside your home country
Team events and social activities
Option to keep your work equipment, subject to eligibility
Barista in the office
Flexible hybrid working model combining office and remote work