At a Glance
- Tasks: Lead and coach a dynamic sales team to achieve targets and enhance performance.
- Company: Join an award-winning mortgage broker transforming customer experiences with AI technology.
- Benefits: Competitive salary, performance incentives, and opportunities for professional growth.
- Other info: Be part of a thriving team culture focused on collaboration and success.
- Why this job: Make a real impact by empowering advisors and driving success in a supportive environment.
- Qualifications: Sales management experience and strong coaching skills are essential.
The predicted salary is between 45000 - 55000 £ per year.
Online Mortgage Advisor (OMA®) is an FCA-authorised, award-winning mortgage broker that has served customers across the UK since 2013.
We help customers from all walks of life- be it BTL investors, people with bad credit, complex income, property, and all manner of complex situations- by matching them with the most qualified and experienced advisor to suit.
We use our own AI-powered tech to optimise triage and provide advisors with the best possible experience, so they can deliver the best possible customer experience and outcomes.
As a result, we now support customers for some of the UK's biggest household brands, and are helping thousands of customers every month get the right advice.
Role Purpose
We are creating the best possible broker experience in order for advisors to offer the best possible customer experience – advisor coaching and support are a fundamental pillar of our mission.
The Advisor Sales Manager (ASM) owns responsibility for performance across the sales team, ensuring that the business hits sales targets in both volume and value.
They will use all available MI to identify the biggest areas of opportunity across the team and develop the appropriate interventions to drive performance.
This will comprise delivering coaching through 121 and group work, and instilling a culture of support and accountability that doesn’t accept mediocrity.
The ASM will also work closely with the leadership team to influence the distribution of enquiries and other initiatives such as promotions, systems, and sales tools that might have a macro-level impact on the performance of their team.
Key Responsibilities
- Daily activity management - Define and implement daily activity plans; share visibility with the leadership team.
- Data analysis - Clear MI reporting, driving faster, data-led decision-making and targeted interventions.
- Performance 1:1s – Run structured sessions with brokers to review activity, agree actions, and hold them accountable.
- Coaching – Carry out regular call analysis as a core activity, and lead group coaching sessions, to drive conversion rates, cross-sales, and revenue per case.
- Distribution – Support leadership to optimise triage for the overall best customer/business outcomes.
- Incentives – Own and run the company incentive scheme to motivate and reward the sales and admin team.
- Tech, tools & promotions – Bring a broker's-eye view to leadership discussions, influencing initiatives that improve the sales environment and drive conversions.
- KPIs
- Speed to contact, contact rate (%)
- Conversion rate by channel/source
- Case size, with focus on solicitor referrals and protection/insurance
- What Success Looks Like
- Global conversion rates increased to 16%, and improvement in by-channel conversions, whilst maintaining healthy AIP: App ratios and written business targets.
- All individuals hit or exceed their personal targets, and no advisor is left to underperform.
- A strong broker team culture – we have a thriving team of happy, busy advisors supporting each other, contributing to our shared central sourcing intel, and are proud to be on the mission together.
- Reduced pipeline stagnation and improved case progression metrics.
- Brokers are equipped with the right training, resources, and operational support to succeed.
- Significant hand in the development of Amo (our custom-built platform), by identifying weak points in the process and suggesting features that drive improved business outcomes.
- Who We're Looking For
- Proven track record in a sales management or sales coaching role, ideally within a regulated financial services environment.
- Experience managing performance of a self-employed or commission-based sales force.
- Confident interpreting MI/data to identify root causes and design interventions.
- Strong coaching skills: comfortable giving direct, structured feedback via 1:1s and call reviews.
- Willingness to make hard calls on hiring/performance management when the numbers don't stack up.
- Ce MAP (or equivalent mortgage advice qualification) preferred, though not essential if coaching/leadership experience is strong.
- #J-18808-Ljbffr
Advisor Development Manager in Nottingham employer: Online Mortgage Advisor
At Online Mortgage Advisor, we pride ourselves on being an exceptional employer that fosters a supportive and dynamic work culture. Our commitment to employee growth is evident through comprehensive coaching and development opportunities, ensuring that every team member can thrive in their role. Located in the heart of the UK, we leverage cutting-edge AI technology to enhance the advisor experience, making it a rewarding environment for those passionate about helping customers achieve their financial goals.
StudySmarter Expert Advice🤫
We think this is how you could land Advisor Development Manager in Nottingham
✨Show Off Your Expertise Online
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For freelance gigs, don't wait for opportunities to come to you. Identify companies or startups that align with your skills and reach out directly. A personalised message introducing yourself and proposing how you could add value can go a long way. Plus, keep an eye on Online Mortgage Advisor for freelance opportunities—they might have just what you’re looking for!
We think you need these skills to ace Advisor Development Manager in Nottingham
Some tips for your application 🫡
Showcase Your Financial Savvy:When applying for a freelance role in banking and financial services, we need to see your expertise front and centre! Mention specific financial regulations or tools you've mastered, and feel free to include your relevant qualifications, like CFA or ACCA, to bolster your credibility.
Build a Stellar Portfolio:Since this is a freelance gig, your portfolio is your ticket to impressing us at Online Mortgage Advisor. Include examples of past projects you've completed—think financial analyses, investment reports, or forecasting models. Be sure to highlight the results you achieved!
Tailor Your Rates and Availability:We want to see that you're flexible and can align with our needs. Clearly outline your freelance rates, availability for projects, and whether you're open to long-term collaborations or just ad-hoc gigs. This makes it easier for us to understand how we can work together!
Craft a Compelling Cover Letter:In your cover letter, express not just your skills, but also why you're excited about joining Online Mortgage Advisor. Share your passion for financial services and how you plan to tackle challenges in this sector. This is your chance to connect on a personal level—make it count!
How to prepare for a job interview at Online Mortgage Advisor
✨Show Off Your Financial Savvy
When you're talking with Online Mortgage Advisor, make sure to highlight your experience with financial modelling, risk assessment, or portfolio management. Freelance work often requires a good level of financial literacy, so prepare to discuss any relevant tools you've used, whether it's Excel or specific financial software.
✨Bring Your Portfolio to Life
A freelance role means you’ll want to showcase your previous work effectively. Put together a portfolio that not only highlights your projects but also demonstrates the outcomes - think case studies or success stories that showcase how your financial skills made a difference for past clients.
✨Know Your Regulations and Compliance
In the banking and financial services world, understanding compliance and regulations is crucial. Make sure you’re up to date with the latest standards as they relate to your expertise. Be prepared for specific questions about how you've navigated these in past roles or how you'd approach potential compliance challenges.
✨Be Ready to Discuss Your Rates and Availability
As a freelancer, the topic of rates and availability can come up early on. Be clear about what you offer and how you charge. It might also help to have a few examples in mind where your expertise saved someone money or improved efficiency to justify your rates to Online Mortgage Advisor.
