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- Tasks: Engage and onboard new broker firms through proactive outreach and relationship building.
- Company: Join a dynamic team at Together, a leader in financial services.
- Benefits: Full-time role with opportunities for growth and a supportive work environment.
- Why this job: Make an impact by connecting brokers and driving business success.
- Qualifications: Sales experience and strong communication skills are essential.
- Other info: Diversity and inclusion are celebrated; all backgrounds are welcome.
The predicted salary is between 36000 - 60000 £ per year.
As an Intermediary Sales Exec, you'll be responsible for identifying, engaging and onboarding new broker firms to Together's panel. This is a proactive phone-based role based at our Cheadle HQ where your success will be measured by the volume and quality of new broker relationships you initiate and convert. You'll be a natural researcher and communicator able to uncover opportunities, conduct fact-finds and guide brokers through the onboarding journey. You'll also manage Together's social media presence (e.g. Facebook) to support outreach and engagement.
Responsibilities
- Broker Acquisition: Proactively identify and approach new broker firms using a variety of 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 ensuring brokers are supported and guided through each stage.
- Target Delivery: Work to clear monthly and quarterly targets focused on new broker panel additions.
- Social Media Engagement: Manage Together's broker-facing social media pages (e.g. Facebook) using them to promote opportunities and engage prospects.
- CRM & Data Management: Maintain accurate records of outreach conversations and onboarding progress using internal systems.
- Collaboration: Work closely with internal stakeholders to ensure smooth handover and integration of newly onboarded brokers.
- Segmentation: Maintain updates on segmentation modelling to drive prioritisation based on potential volume, quality, relationship and market share.
- Competitor panels: Maintain competitor panel intel to identify gaps or opportunities for Together to differentiate.
- Prospect: Track industry events, webinars etc. and utilise data to onboard brokers.
- Network: 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 working 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 do still apply and we would be happy to have a further discussion with you in regards to your suitability for the role.
Additional Information
Together embraces diversity and inclusion and are proud to be an equal opportunity workplace. Not only do we welcome difference, we celebrate it, support it and really 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 feel you'd benefit from any support or reasonable adjustments during any stage of the recruitment process, please don't hesitate to let us know when completing your application. This information will be picked up by our team so we can try and put steps in place to help you be at your best through this process.
Please note that all successful applicants will undergo relevant employment reference, financial and criminal record checks.
Remote Work: No
Employment Type: Full-time
Key Skills: Sales Experience, B2B Sales, Business Management, Pricing, Securities Law, Service-Oriented Architecture, Inside Sales, Market Research, Outside Sales, Telemarketing, WebSphere, negotiation
Experience: years
Vacancy: 1
Broker Sales Exec employer: Together
Contact Detail:
Together Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Broker Sales Exec
✨Tip Number 1
Get your research game on! Before you even pick up the phone, dive deep into understanding the brokers you want to approach. Knowing their business model and pain points will help you tailor your pitch and make a real connection.
✨Tip Number 2
Practice makes perfect! Role-play your calls with a friend or colleague to refine your communication skills. The more comfortable you are, the better you'll engage with potential brokers and guide them through the onboarding process.
✨Tip Number 3
Leverage social media! Use platforms like Facebook to not only promote opportunities but also to engage with brokers. Share valuable content that resonates with them and shows you're knowledgeable about the industry.
✨Tip Number 4
Stay organised! Keep track of your outreach efforts and follow-ups using a CRM system. This will help you manage your pipeline effectively and ensure no broker falls through the cracks during the onboarding journey.
We think you need these skills to ace Broker Sales Exec
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 a Research Pro: Since this role involves identifying new broker firms, let us know about your research skills! Share examples of how you've used creative methods to find leads and uncover opportunities in your previous roles.
Communicate Clearly: Your communication skills are key for this position, so make sure your application is clear and concise. Use straightforward language and structure your thoughts well to show us you can communicate effectively.
Apply Through Our Website: We encourage you to apply directly through our website! It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process.
How to prepare for a job interview at Together
✨Know Your Brokers
Before the interview, do your homework on the types of broker firms you’ll be engaging with. Understand their business models and what makes them tick. This will help you demonstrate your research skills and show that you’re genuinely interested in their needs.
✨Master the Onboarding Process
Be prepared to discuss how you would manage the onboarding journey for new brokers. Think about the steps involved and how you would ensure a smooth transition. Highlight any previous experience you have in onboarding or relationship management to back up your points.
✨Show Off Your Social Media Savvy
Since managing social media is part of the role, come ready to discuss your experience with platforms like Facebook. Share examples of how you've used social media for professional engagement or outreach, and be ready to suggest ideas for promoting Together’s opportunities online.
✨Target-Driven Mindset
This role is all about meeting targets, so be prepared to talk about how you’ve achieved sales goals in the past. Use specific examples to illustrate your success in a fast-paced environment, and don’t forget to mention any strategies you used to stay organised and focused.
