Mortgage Telesales Executive

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

Job summary

A financial services firm in Cheadle seeks a Mortgage Broker Sales Admin to identify and engage new broker firms. This phone-based role focuses on onboarding and relationship management, requiring proven sales experience and excellent communication skills. The ideal candidate will be comfortable in a fast-paced environment, using research and social media for outreach. A CeMap qualification is desirable but not essential. The role includes working towards monthly targets and maintaining accurate CRM records.

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

• Identify and approach new broker firms using research methods.
• Conduct conversations to understand broker business models.
• Manage the end-to-end onboarding process.

Skills

Outbound sales experience

Research skills

Communication skills

Relationship-building

Organization skills

Education

CeMap qualification or equivalent

Job description

As an 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.

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 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.