Field Sales Manager

Close Brothers Group; Greater London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading financial services entity in the UK is seeking an individual to join their Premium Finance Team. The role involves managing broker relationships to drive business growth and achieve volume targets. Candidates should have strong communication skills and a background in Field Sales Management within Financial Services. This opportunity offers a supportive work environment committed to inclusivity and employee well-being.

Qualifications

• Proven strong communication skills both written and verbal.
• Experience in managing work requests effectively under tight timescales.
• Field Sales Management experience particularly in Financial Services.

Responsibilities

• Achieve and exceed monthly volume and case count targets.
• Design and implement a business plan for organic growth.
• Develop and maintain long-term relationships with brokers.

Skills

Excellent communication skills

Ability to analyse and interpret MI

Ability to write detailed reports

Performance improvement skills

Field Sales Management experience

Job description

At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

Join Close Brothers Premium Finance Team where you will be responsible for proactively growing and managing the Close Brothers Premium Finance (CBPF) business in an allocated area, in line with company strategy and three-year plan to maximise business potential.

RESPONSIBILITIES

• Work towards achieving and exceeding monthly volume and case count targets
• To design and implement a business plan to achieve penetration, organic growth and profitability of the allocated portfolio
• Develop and maintain long-term relationships with brokers
• Exceptional levels of broker retention by securing new contracts and proactively renewing existing to deliver sustainable profitability for Close Brothers Premium Finance.
• Identifies opportunities to grow your broker portfolio by building new business relationships using existing industry contacts
• Utilise planning and time management skills to service multiple brokers concurrently and meeting deadlines
• Drive adoption of new products throughout your portfolio by presenting and demonstrating the value of our products and services to brokers
• Building long-lasting, mutually beneficial relationships with external contacts and internal departments to create great customer outcomes
• To implement a structured engagement plan to maximise broker business potential and deliver market leading service
• Support brokers throughout the relationship, seek feedback and take responsibility for satisfaction and loyalty
• Serve as the lead point of contact for all broker matters
• Assist with challenging broker requests or issue escalations as needed
• To support the new business acquisition within the area in collaboration with new business team
• To analyse management information to review Portfolio and broker performance/ quality trends and to be proactive in identifying and addressing low profit or under-performing brokers
• To report monthly to Regional Sales Manager on activity, progress against plan plus competitive market information and product/service feedback
• Identify and attend appropriate industry events to raise profile, create new relationships and drive engagement
• Maintain Close Brothers Premium Finance’s compliance with all applicable regulations; this includes ensuring that Close Brothers premium Finance is always compliant with the principles of Treating Customers Fairly.

WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE/ARE:

• Excellent communication skills, both written and verbal
• Ability to analyse and interpret MI at a strategic level
• Ability to write detailed, structured reports and make recommendations based on MI
• Ability to drive performance improvement
• Ability to manage work requests whilst working to tight timescales and maintaining high quality
• Field Sales Management experience within Financial Services

We are committed to providing an inclusive and accessible recruitment process. We recognise that candidates may have specific needs that require adjustments to ensure they have a fair and equal opportunity to demonstrate their skills and abilities. Candidates who require the job description or application form in an alternative format, or any other adjustments, are encouraged to email us at or request a call back.

ABOUT US

Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250.