Field Sales Manager

Close Brothers; Greater London; Hybrid; GBP 30,000 - 55,000; Full time

Benefits offered by this job

Hybrid working

Job summary

Close Brothers Premium Finance is seeking a field sales professional to proactively grow and manage the CBPF business across an allocated UK area, aligned with the three-year plan and company strategy.

The role involves achieving monthly targets, maintaining field activity standards, and delivering excellent written and verbal communication with brokers. A track record in field sales within financial services and strong organisational skills are essential.

Qualifications

• Must have strong sales management experience.
• 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.
• Very strong organisation skills.
• Ability to manage work requests while meeting tight timescales and maintaining high quality.

Responsibilities

• 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 with the business tools available.
• Achieve broker retention by securing new contracts and renewing existing ones to deliver sustainable profitability for Close Brothers Premium Finance.
• Identify new business opportunities within the given territory and maintain records of opportunities in the SM’s territory.
• Utilise planning and time management to service multiple brokers concurrently and meet deadlines.
• Drive adoption of new products by presenting and demonstrating value to brokers.
• Build long-lasting relationships with external contacts and internal departments to create great customer outcomes.

Skills

Strong sales management experience

Analyse MI

Report writing

Drive performance

Organisation skills

Time management under tight deadlines

Job description

Overall Summary

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.

Overall Summary

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 the Close Brothers Premium Finance Team where you will 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.
Working as part of the Field Sales team our ideal team member will have previous experience in working towards achieving and exceeding monthly volume and case count targets, whilst also maintaining the minimum standards in field activity with excellent communication skills, both written and verbal.

Responsibilities

• 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 with the business tools available
• Exceptional levels of broker retention by securing new contracts and proactively renewing existing to deliver sustainable profitability for Close Brothers Premium Finance.
• To identify new business opportunities within the given territory and to maintain accurate records of all opportunities within the SM’s territory. To target these opportunities with the new business targets in mind.
• 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 tobrokers
• Building long-lasting, mutually beneficial relationships with external contacts and internal departments to create great customer outcomes

WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE:

• Strong sales management experience
• An ability to analyse and interpret MI at a strategic level
• The ability to write detailed, structured reports and make recommendations based on MI
• An ability to drive performance improvement
• Very strong organisation skills
• An ability to manage work requests whilst working to tight timescales and maintaining high quality

IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE:

• 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 [e-mail] or request a call back.

About Us

At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working.
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.