Intermediary Sales Exec

Together Limited; Manchester; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial services firm based in Cheadle, England is looking for an Intermediary Sales Exec to drive broker engagement and onboarding. You will proactively identify and approach new broker firms while managing the onboarding process. The ideal candidate should have proven outbound sales experience, strong research skills, and excellent communication abilities. Knowledge of CRM systems and social media engagement is essential for success in achieving targets within a fast-paced environment.

Qualifications

• 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.

Responsibilities

• Proactively identify and approach new broker firms using various outreach strategies.
• Manage the end-to-end onboarding process for brokers.
• Work towards clear monthly and quarterly targets for new broker additions.

Skills

Outbound sales experience

Research skills

Communication skills

Social media engagement

Organizational skills

Education

CeMAP qualification or equivalent

Tools

CRM systems

Job description

As an Intermediary Sales Exec you'll 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. 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 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) 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.

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.