Broker Sales Exec

Together; Greater Manchester; On-site; GBP 30,000 - 40,000; Full time

Job summary

A financial services firm in Greater Manchester seeks an Intermediary Sales Executive responsible for engaging and onboarding new broker firms. In this role, you will identify opportunities, conduct fact-finds, and ensure that brokers have a smooth onboarding journey. The ideal candidate will have proven sales experience, strong communication skills, and the ability to manage social media for outreach. This is a full-time on-site position offering a collaborative environment focused on achieving monthly targets.

Qualifications

• Proven experience in outbound sales or business development ideally within financial services.
• Strong research and prospecting skills with a creative approach to finding new leads.
• Excellent communication and relationship-building abilities.

Responsibilities

• Identify and approach new broker firms proactively.
• Conduct detailed conversations to understand broker suitability.
• Own the onboarding process for brokers.

Skills

Outbound sales experience

Research and prospecting skills

Communication abilities

Organizational skills

Job description

Overview

As an Intermediary Sales Exec youll be responsible for identifying engaging and onboarding new broker firms to Togethers 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. Youll be a natural researcher and communicator able to uncover opportunities conduct fact-finds and guide brokers through the onboarding journey. Youll also manage Togethers 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 Togethers 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 youd benefit from any support or reasonable adjustments during any stage of the recruitment process please dont 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