Where

Trade Finance Lead Generator

R 13 000 - R 15 000 a month
Crayon Technologies (Pty) Ltd
Cape Town Full-day Full-time

Description:

The Trade Finance Lead Generator (New Business Executive) is the deal dynamo responsible for fuelling growth across a dynamic product suite. With a sharp eye for opportunity and a knack for building high-value relationships, this person will be the powerhouse behind a robust sales pipeline. From cold outreach to credit approvals, they’ll turn prospects into loyal clients by offering smart, structured lending solutions that meet real business needs.

What you'll do

Sales & Pipeline Generation

  • Consistently hit sales targets across multiple financial products
  • Drive a high-quality pipeline with active deals totalling at least 150% of monthly targets
  • Convert leads into clients with a benchmark average of two products per deal closed
  • Ensure an average deal size of R800,000+ across a minimum of 10 deals monthly

Client Engagement

  • Proactively seek out new clients through cold outreach and network-building
  • Structure tailored lending solutions based on business needs and financial risk
  • Cross-sell products across divisions by understanding customer pain points and goals

Risk & Compliance Savvy

  • Navigate and apply credit, legal, and operational risk frameworks confidently
  • Understand FICA and financial documentation requirements inside-out
  • Maintain approval rates above 75% and drive quick turnaround times (10 working days)

Collaboration & Communication

  • Work closely with credit, ops, sales, and finance teams for seamless deal execution
  • Maintain transparent, timeous communication with internal and external stakeholders
  • Be an ambassador for the brand, promoting values, team spirit, and professionalism

Self-Driven Development

  • Stay sharp through ongoing upskilling and thought leadership
  • Contribute new ideas and challenge the status quo with confidence
  • Drive personal growth through an annual development plan and performance ownership

Requirements:

  • Consistently hit sales targets across multiple financial products
  • Drive a high-quality pipeline with active deals totalling at least 150% of monthly targets
  • Convert leads into clients with a benchmark average of two products per deal closed
  • Ensure an average deal size of R800,000+ across a minimum of 10 deals monthly
  • Proactively seek out new clients through cold outreach and network-building
  • Structure tailored lending solutions based on business needs and financial risk
  • Cross-sell products across divisions by understanding customer pain points and goals
  • Navigate and apply credit, legal, and operational risk frameworks confidently
  • Understand FICA and financial documentation requirements inside-out
  • Maintain approval rates above 75% and drive quick turnaround times (10 working days)
  • Work closely with credit, ops, sales, and finance teams for seamless deal execution
  • Maintain transparent, timeous communication with internal and external stakeholders
  • Be an ambassador for the brand, promoting values, team spirit, and professionalism
  • Stay sharp through ongoing upskilling and thought leadership
  • Contribute new ideas and challenge the status quo with confidence
  • Drive personal growth through an annual development plan and performance ownership
  • Credit Risk: 3 to 4 years
  • Crm: 3 to 4 years
  • Trade Finance: 3 to 4 years
  • Financial Sales: 3 to 4 years
  • Sme Consulting: 3 to 4 years
  • 3+ years of successful sales experience in financial services or business lending
  • Deep understanding of credit risk, operational processes, and legal frameworks
  • Ability to analyse and interpret business financials for solution structuring
  • A hunter mindset with strong origination, pitching, and closing capabilities
  • Knowledge of unsecured and secured lending products
  • Experience working with CRM tools and managing complex pipelines
  • A proven ability to cold call, build relationships, and influence stakeholders

What you'll need

  • 3+ years of successful sales experience in financial services or business lending
  • Deep understanding of credit risk, operational processes, and legal frameworks
  • Ability to analyse and interpret business financials for solution structuring
  • A hunter mindset with strong origination, pitching, and closing capabilities
  • Knowledge of unsecured and secured lending products
  • Experience working with CRM tools and managing complex pipelines
  • A proven ability to cold call, build relationships, and influence stakeholders
30 May 2025;   from: careers24.com

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