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For Companies At a Glance
- Tasks: Engage and onboard new broker firms through proactive outreach and relationship building.
- Company: Join a diverse and inclusive team at Together, a leading mortgage broker.
- Benefits: Competitive salary, supportive environment, and opportunities for personal growth.
- Why this job: Make a real impact by connecting brokers with valuable resources and support.
- Qualifications: Experience in sales or business development, strong communication skills, and a creative mindset.
- Other info: Dynamic role with clear targets and excellent career progression opportunities.
The predicted salary is between 28800 - 43200 £ per year.
As a Mortgage Broker Sales Admin 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.
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: Use social media to support intermediary outreach and engagement to grow distribution panel.
- 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.
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.
Mortgage Telesales Executive in Cheadle employer: Together
Contact Detail:
Together Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Telesales Executive in Cheadle
✨Tip Number 1
Get to know the company inside out! Research Together and understand their values, products, and market position. This will help you tailor your conversations and show that you're genuinely interested in being part of the team.
✨Tip Number 2
Practice your pitch! Since this role is all about engaging brokers over the phone, rehearse how you'll introduce yourself and the value you bring. Keep it natural and conversational – no one likes a robotic script!
✨Tip Number 3
Leverage social media! Use platforms like LinkedIn to connect with potential brokers and industry professionals. Share relevant content and engage in discussions to build your network and showcase your expertise.
✨Tip Number 4
Don’t forget to follow up! After your initial outreach, make sure to check back in with brokers. A simple message can keep the conversation going and show that you're proactive and committed to building those relationships.
We think you need these skills to ace Mortgage Telesales Executive in Cheadle
Some tips for your application 🫡
Show Off Your Research Skills: Make sure to highlight your research abilities in your application. We want to see how you can identify and engage with new broker firms, so share any relevant experiences that showcase your knack for uncovering opportunities.
Communicate Clearly: Since this role is all about building relationships, your written application should reflect your communication skills. Use clear and concise language, and don’t shy away from showing your personality – we love a bit of flair!
Tailor Your Application: Take the time to tailor your application to the job description. Mention specific responsibilities like onboarding management and target delivery, and explain how your past experiences align with these tasks. It shows us you’re genuinely interested!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to keep track of your application and ensure it gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at Together
✨Know Your Brokers
Before the interview, do your homework on the types of brokers you’ll be engaging with. Understand their business models and what makes them tick. This will help you tailor your conversation and show that you’re genuinely interested in their success.
✨Master the Art of Communication
Since this role is phone-based, practice your communication skills. Be clear, concise, and confident when discussing how you can support brokers through the onboarding process. Role-play with a friend or family member to get comfortable with potential questions.
✨Showcase Your Research Skills
Highlight your ability to identify and approach new broker firms. Prepare examples of how you’ve successfully used research methods in the past to uncover opportunities. This will demonstrate your proactive approach and creativity in finding leads.
✨Be Target-Driven
Familiarise yourself with the targets you’ll be expected to meet. During the interview, discuss how you’ve achieved similar goals in previous roles. This shows that you’re not only aware of the expectations but also ready to rise to the challenge.
