At a Glance
- Tasks: Engage and onboard new broker firms through proactive outreach and social media management.
- Company: Join Together, a leading financial services company with a supportive culture.
- Benefits: Enjoy 26 days holiday, health plans, bonuses, and discounts on local services.
- Other info: Diverse and inclusive workplace with excellent career growth opportunities.
- Why this job: Make a real impact in the finance sector while building valuable relationships.
- Qualifications: Experience in sales or business development, strong communication skills, and social media savvy.
The predicted salary is between 36000 - 60000 £ per year.
Intermediary Sales Exec role based at Together’s Cheadle HQ. Proactive, phone-based position focused on identifying, engaging, and onboarding new broker firms to Together’s panel. Success is measured by the volume and quality of new broker relationships initiated and converted, with responsibilities including research, outreach, and managing the company’s social media presence to support outreach and engagement.
Responsibilities
- Broker Acquisition: Proactively identify and approach new broker firms using research methods and outreach strategies.
- Fact-Finding & Qualification: Conduct detailed conversations to understand broker business models, permissions, and suitability for onboarding.
- Onboarding Management: Own the end-to-end onboarding process, guiding brokers through each stage.
- Target Delivery: Work toward clear monthly and quarterly targets for new broker panel additions.
- Social Media Engagement: Manage Together’s broker-facing social media pages (e.g., Facebook) to promote opportunities and engage prospects.
- CRM & Data Management: Maintain accurate records of outreach, conversations, and onboarding progress using internal systems.
- Collaboration: Collaborate with internal stakeholders to ensure smooth handover and integration of newly onboarded brokers.
- Segmentation: Update segmentation modelling to drive prioritisation based on potential volume, quality, relationship, and market share.
- Competitor Panels: Maintain competitor panel intelligence to identify gaps or opportunities for Together to differentiate.
- Prospect & Network: Track industry events and utilise data to onboard brokers; build relationships with introducing brokers to encourage onboarding.
Qualifications
Essential:
- Proven experience in outbound sales or business development, ideally within financial services or mortgage distribution.
- Strong research and prospecting skills with a creative approach to finding new leads.
- Excellent communication and relationship-building abilities.
- Comfortable in a fast-paced, target-driven environment.
- Confident using social media platforms for professional engagement.
- Strong organisational skills and attention to detail.
Desirable:
- Experience in broker onboarding or intermediary relationship management.
- Familiarity with FCA permissions and mortgage distribution models.
- CeMAP qualification or equivalent (preferred but not essential).
- Experience using CRM systems and managing sales pipelines.
If you feel you have some of the skills mentioned above, but not all, please apply and we can discuss your suitability for the role.
Benefits
- 26 days holiday, and a day off for your birthday (increasing with service to 30 days), plus bank holidays.
- Discretionary annual bonus plus an additional Shared Reward Bonus.
- Matched pension contribution.
- Health cash plan plus Private medical insurance.
- Life assurance and Critical illness cover.
- Travel season ticket loans and Ride to work scheme.
- Free access to company holiday homes.
- Buy & sell holidays.
- Free local gym access.
- Local bar / restaurant discounts.
Company Description
We’re Together. For over 50 years, we’ve helped thousands of people, businesses and professionals unlock their property ambitions with our common-sense approach to mortgages and secured loans. We take the time to understand our customers and our door is always open, so we can often help when other lenders can’t or won’t. Based in Cheadle, Cheshire, our 750 colleagues help our customers throughout the UK, backed by the power of a £7 billion loan book.
Additional Information
Together embraces diversity and inclusion, and we are proud to be an equal opportunity workplace. We welcome difference, celebrate it, support it and value our colleagues for who they are. We are committed to building a team that represents a variety of backgrounds, perspectives and skills. If you require any reasonable adjustments during the recruitment process, please let us know when applying so we can assist you. Please note that all successful applicants will undergo relevant employment reference, financial and criminal record checks.
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Finance
Broker Sales Exec in Cheadle employer: Together - Loans, Mortgages & Finance
Together is an exceptional employer, offering a dynamic and supportive work environment at our Cheadle HQ. With a strong focus on employee growth, we provide comprehensive benefits including generous holiday allowances, health plans, and opportunities for professional development. Our inclusive culture values diversity and encourages collaboration, making it a rewarding place for those looking to thrive in the financial services sector.
Contact Details:
Together - Loans, Mortgages & Finance Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Broker Sales Exec in Cheadle
✨Tip Number 1
Get your research game on! Before you even think about picking up the phone, dive deep into understanding the broker firms you're targeting. Know their business models and what makes them tick – this will help you tailor your pitch and show them you mean business.
✨Tip Number 2
Practice makes perfect! Role-play your outreach calls with a mate or in front of the mirror. The more comfortable you are with your pitch, the better you'll engage potential brokers. Remember, confidence is key!
✨Tip Number 3
Leverage social media like a pro! Use platforms like LinkedIn and Facebook to connect with brokers and share valuable content. This not only boosts your visibility but also positions you as a knowledgeable resource in the industry.
✨Tip Number 4
Don't forget to follow up! After your initial outreach, make sure to check back in with potential brokers. A simple message can keep the conversation going and show that you're genuinely interested in building a relationship.
We think you need these skills to ace Broker Sales Exec in Cheadle
Some tips for your application 🫡
Show Off Your Sales Skills:When you're writing your application, make sure to highlight your experience in outbound sales or business development. We want to see how you've successfully engaged with clients and built relationships in the past!
Be Proactive and Creative:Since this role is all about identifying and onboarding new brokers, don’t hesitate to share examples of your research methods and outreach strategies. Show us how you think outside the box to find new leads!
Tailor Your Application:Make sure your application speaks directly to the job description. Use keywords from the listing to demonstrate that you understand what we’re looking for and how you fit into our team at Together.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get you on the path to joining our fantastic team!
How to prepare for a job interview at Together - Loans, Mortgages & Finance
✨Know Your Brokers
Before the interview, do your homework on the types of broker firms Together works with. Understand their business models and what makes them tick. This will help you demonstrate your proactive approach and show that you're ready to engage effectively.
✨Showcase Your Sales Skills
Be prepared to discuss your previous outbound sales experiences. Highlight specific examples where you've successfully identified and onboarded new clients. Use metrics to back up your achievements, as this will resonate well with the target-driven nature of the role.
✨Engage with Social Media
Since managing social media presence is part of the job, come prepared with ideas on how to enhance Together’s engagement with brokers online. Share examples of successful social media strategies you've implemented in the past to showcase your creativity and understanding of digital outreach.
✨Prepare for Target Discussions
Understand the importance of targets in this role. Be ready to discuss how you plan to meet or exceed monthly and quarterly goals. Think about your strategies for prospecting and segmentation, and be prepared to share your thoughts on how to prioritise leads effectively.
