Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Build relationships with broker firms and manage the full client journey for Business Rewards Accounts.
- Company: Join Allica Bank, the UK's fastest-growing fintech, dedicated to supporting SMEs.
- Benefits: Competitive salary, flexible working, and opportunities for professional growth.
- Why this job: Make a real impact by helping SMEs thrive through innovative financial solutions.
- Qualifications: B2B sales experience and strong relationship management skills are essential.
- Other info: Dynamic role with opportunities for travel and collaboration across teams.
The predicted salary is between 36000 - 60000 £ per year.
About Allica Bank
Allica is the UK’s fastest growing company - and the fastest-growing financial technology (Fintech) firm ever. Our purpose is to help established SMEs, one of the last major underserved opportunities in Fintech. Established SMEs are the backbone of local communities - representing over a third of our economy - yet have been largely neglected both by traditional high street banks and modern fintech providers.
Role Description
Generating new business is essential to our growth, and a key route is through partnerships with engaged broker firms who regularly refer SME clients to Allica based on trust and incentives. Our Broker business rewards account (BRA) Sales Team works closely with trusted advisers to established SMEs, particularly their brokers. As a Broker BRA Sales Executive, you will build and maintain strong relationships with broker firms across the UK. Your focus is securing new Business Rewards Accounts and managing the full client journey from generating referrals to onboarding and delivering funded accounts. For lending needs, you will coordinate introductions back to the original broker to ensure customers receive a whole‑of‑market view. You will work closely with internal stakeholders in the broker finance team, leveraging existing introducer relationships and conducting proactive outreach to firms on our panel. Using a consultative sales approach, you will grow Allica’s presence across broker stakeholders and offices. You will manage ongoing relationships with onboarded brokers, developing them into consistent referrers known for valuing Allica’s service. This includes collaborating with customer services and maintaining regular contact to support their activity. The role may involve regional travel and B2B sales and account‑management experience is essential, including stakeholder management, revenue generation and portfolio reporting. You may also work with accountancy firms that have commercial finance arms and wish to be remunerated for their introductions.
Principal Accountabilities
- Manage a portfolio of commercial finance broker firms, driving engagement across cold outreach, inbound interest and active referrers, and guiding them to become consistent introducers.
- Build trusted, consultative relationships with broker firms, increasing Allica’s visibility across their teams and establishing the bank as their most recommended partner.
- Introduce and support adoption of the Business Rewards Account and cash‑management products, overseeing the full onboarding, funding and usage journey for clients.
- Qualify lending opportunities and ensure firms are correctly aligned with their original brokers for products such as commercial mortgages and asset finance.
- Manage a portfolio of onboarded clients, being the point of contact for complex enquiries and providing a best‑in‑class service.
- Ensure strong onboarding, communication and service that builds credibility with both customers and introducers, supporting the growth of our customer base.
- Collaborate with internal stakeholders, attend events and webinars, and provide firms with knowledge packs, marketing support and joint initiatives.
- Manage your introducer portfolio through CRM discipline, track progress, meet personal objectives, and uphold compliance and operational standards across all activity.
Personal Attributes & Experience
- Proven track record in effective B2B sales and account management, having previously managed multiple stakeholders and led accounts through a change management process.
- A comprehensive understanding of SMEs and the role of trusted advisors and professional service firms, in particular commercial finance brokers.
- Excellent interpersonal skills and evidence of sales and account management outperformance in similar roles through earning partner, customer and colleague trust.
- A proven track record of delivering an excellent customer experience and generating new revenue opportunities whilst always considering risk, reputation and experience.
- Experience of business/commercial banking, commercial finance or experience of working within a FinTech previously.
- Excellent communication and presenting skills for in‑person/online meetings, webinars and events.
- Portfolio management, CRM management and reporting skills.
Broker Sales Executive (Business Reward Account) in Milton Keynes employer: Allica Bank Limited
Contact Detail:
Allica Bank Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Broker Sales Executive (Business Reward Account) in Milton Keynes
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, webinars, and meetups to meet brokers and other professionals. The more you engage, the more likely you are to land those valuable referrals.
✨Tip Number 2
Show off your consultative skills! When chatting with potential brokers, focus on building trust and understanding their needs. Ask questions, listen actively, and position Allica as the go-to partner for their clients' financial needs.
✨Tip Number 3
Keep your CRM game strong! Track your interactions and follow up regularly with your introducers. This not only helps you stay organised but also shows brokers that you're committed to nurturing those relationships.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to get noticed by us at StudySmarter. Plus, we love seeing candidates who take the initiative to connect directly with our team.
We think you need these skills to ace Broker Sales Executive (Business Reward Account) in Milton Keynes
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Broker Sales Executive role. Highlight your B2B sales experience and any relevant account management skills. We want to see how your background aligns with our mission at Allica Bank!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about helping SMEs and how you can build strong relationships with broker firms. Let us know what makes you the perfect fit for our team.
Showcase Your Interpersonal Skills: In this role, building trust is key. Use your application to demonstrate your excellent interpersonal skills and any past experiences where you've successfully managed stakeholder relationships. We love seeing real examples!
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to see what you bring to the table!
How to prepare for a job interview at Allica Bank Limited
✨Know Your SMEs
Before the interview, dive deep into understanding established SMEs and their unique challenges. Familiarise yourself with how Allica Bank addresses these needs, as this will show your genuine interest in the role and the company.
✨Master the Consultative Approach
Since the role requires a consultative sales approach, prepare examples of how you've successfully built relationships with brokers or clients in the past. Be ready to discuss your strategies for engaging stakeholders and turning them into consistent referrers.
✨Showcase Your B2B Sales Experience
Highlight your previous B2B sales and account management experiences. Prepare specific examples where you managed multiple stakeholders and drove revenue growth, as this aligns perfectly with what Allica is looking for.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and ability to manage complex enquiries. Think of situations where you had to navigate challenges in client relationships and how you ensured a best-in-class service.
