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For Companies At a Glance
- Tasks: Build relationships, generate leads, and promote financial products in a dynamic field role.
- Company: Join a forward-thinking organisation focused on sustainable growth and member engagement.
- Benefits: Competitive salary, flexible working, and opportunities for personal and professional development.
- Why this job: Be the face of the organisation and make a real impact in the community.
- Qualifications: Experience in financial services and strong communication skills are essential.
- Other info: Enjoy a varied workload with excellent career progression opportunities.
The predicted salary is between 36000 - 60000 £ per year.
We’re seeking a proactive and commercially minded Field Officer to play a key role in expanding our membership and driving sustainable business growth. This is a highly outward-facing, field-based position focused on building trusted relationships, increasing visibility, and converting engagement into measurable results. You’ll be the face of the organisation across venues and head office locations, promoting our financial products and services through a membership-first approach. Success will be driven by your ability to generate quality leads, strengthen member relationships, and deliver against growth objectives.
What You’ll Be Responsible For
- Membership & Relationship Growth
- Build, develop, and maintain strong relationships with stakeholders, decision-makers, and internal teams at all levels.
- Act as a trusted partner to members, creating opportunities for deeper engagement and long-term retention.
- Business Development & Lead Generation
- Generate new business opportunities through presentations, events, meetings, and targeted outreach.
- Strengthen regional presence by identifying and capitalising on local engagement opportunities.
- Create and progress leads through to conversion, supporting overall growth targets.
- Product & Campaign Delivery
- Develop a strong working knowledge of all products and services to confidently represent the organisation.
- Collaborate closely with Marketing to plan and deliver coordinated campaigns, promotions, and events.
- Identify innovative routes to market, including partnerships and new engagement channels.
- Planning, Reporting & Administration
- Effectively manage your diary, travel, and workload in line with Field Team priorities.
- Maintain accurate and up-to-date records using CRM systems, including activity logs and call trackers.
- Monitor expenses carefully and contribute to long-term cost control.
- Internal Collaboration
- Work with officers and staff to arrange product briefings, presentations, and one-to-one meetings.
- Provide support on additional tasks and initiatives within your skill set as required.
About You
Personal Qualities
- Confident, engaging communicator with strong influencing skills.
- Highly organised, adaptable, and comfortable managing a varied workload.
- Collaborative, approachable, and an excellent listener.
- Motivated by results while remaining member-focused and service-driven.
- Self-sufficient, proactive, and comfortable working independently.
- Professional, enthusiastic, and passionate about making an impact.
Skills & Experience
- Demonstrable experience working within a regulated financial services environment.
- Proven success delivering member engagement, relationship management, or service strategies.
- Confident presenter with experience delivering training or group sessions.
- Strong analytical skills with the ability to report on activity and performance.
- Excellent time management and organisational capabilities.
- Competent user of Microsoft Office and CRM platforms.
Desirable Qualifications
- Degree or equivalent professional qualification.
Field Representative employer: Northreach
Contact Detail:
Northreach Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Field Representative
✨Tip Number 1
Get out there and network! Attend industry events, workshops, and local meet-ups to connect with potential employers and like-minded professionals. Remember, it’s all about building those relationships that can lead to job opportunities.
✨Tip Number 2
Be proactive in your outreach. Don’t just wait for job postings; reach out to companies you admire directly. A well-crafted email or LinkedIn message can go a long way in making a memorable first impression.
✨Tip Number 3
Showcase your skills through presentations or informal meet-ups. If you’ve got experience in financial services, share your insights and knowledge. This not only demonstrates your expertise but also positions you as a valuable resource in the field.
✨Tip Number 4
Don’t forget to leverage our website for job applications! We’ve got loads of resources and tips to help you stand out. Plus, applying directly through us can give you an edge in the hiring process.
We think you need these skills to ace Field Representative
Some tips for your application 🫡
Show Your Personality: When writing your application, let your personality shine through! We want to see the real you, so don’t be afraid to express your enthusiasm for the role and how your unique experiences make you a great fit.
Tailor Your Application: Make sure to customise your application to highlight how your skills and experiences align with the job description. We’re looking for someone who can build relationships and drive growth, so showcase any relevant achievements that demonstrate this.
Be Clear and Concise: Keep your application clear and to the point. We appreciate well-structured responses that get straight to the heart of your qualifications and experiences. Avoid fluff and focus on what makes you the best candidate for the Field Representative role.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive, which is exactly what we’re looking for!
How to prepare for a job interview at Northreach
✨Know Your Products Inside Out
Before the interview, make sure you have a solid understanding of the financial products and services the organisation offers. This will not only help you answer questions confidently but also demonstrate your genuine interest in the role and your ability to represent the organisation effectively.
✨Showcase Your Relationship-Building Skills
Prepare examples from your past experiences where you've successfully built and maintained relationships with stakeholders or clients. Highlight how these relationships led to tangible results, as this aligns perfectly with the role's focus on membership and relationship growth.
✨Demonstrate Your Proactivity
Think of specific instances where you've taken the initiative to generate leads or create business opportunities. Be ready to discuss how you identified these opportunities and the strategies you employed to convert them into successful outcomes.
✨Be Ready to Discuss Your Organisational Skills
Since the role involves managing a varied workload and diary, come prepared to talk about your time management techniques. Share how you prioritise tasks and ensure that you meet deadlines while maintaining high-quality work, especially in a field-based position.
