Telephone Business Development Manager

Fleet Mortgages; Fleet, Manchester; Hybrid; GBP 35,000 - 48,000; Full time

Benefits offered by this job

Hybrid work

Pension 11%

Annual leave 25 days

Birthday leave

Private medical insurance

Life assurance

Sick pay

Volunteer days

EV salary sacrifice

Training credits

Job summary

Fleet Mortgages is seeking a Telephone Business Development Manager to promote our products and offer expert guidance on lending criteria to intermediary partners. You will build and maintain relationships with brokers and be the main contact for new business, working with the regional BDMs to maximise opportunities.

The role is full-time, based in Fleet or Manchester, with hybrid working after training. You will use CRM to track activity and ensure compliant, high-quality broker support.

Qualifications

• Proven sales experience in a telephone-based environment.
• Mortgage or Financial Services background preferred.
• Excellent written and verbal communication.
• Enthusiastic, flexible, and eager to learn.
• Excellent IT skills including Word, Excel, Outlook.

Responsibilities

• Set up and implement telephone contact strategy with brokers.
• Develop relationships to maximize new business.
• Meet targets through intermediary relationships.
• Maintain accurate broker records in CRM.
• Provide product and underwriting criteria knowledge to intermediaries.
• Collaborate with all areas of the business.
• Keep up-to-date on Fleet Mortgages products and procedures.
• Ensure compliant conduct with regulatory guidelines.

Skills

Sales experience

Communication skills

MS Office proficiency

Education

CeMAP (advantage)

Tools

CRM system

Microsoft Office

Job description

The purpose of our Telephone Business Development Manager role is to promote Fleet Mortgages and provide expert knowledge on products, lending criteria and technical expertise to our intermediary partners.

Also, to develop relationships with intermediaries and become a main point of contact for all future new business. Develop effective and efficient working relationship with partnered field BDM to maximize opportunities and provide an outstanding customer experience for brokers.

This is a full time position working Monday- Friday 9am - 5pm and based in either Fleet or Manchester.

Job Responsibilities

• Set up and enact telephone contact strategy with regional panel of brokers to develop relationships with them, get to know and understand their business and provide detailed and tailored information to intermediaries on Fleet Mortgage’s products and lending criteria


• Maximize new business potential within the scope of Fleet’s ongoing new business appetite


• Achieve set targets through the development of both new and existing intermediary relationships within the scope of Fleet’s current and day by day appetite for business


• Use the Contact Relationship Management (CRM) system to maintain and keep up to date records of contact with intermediaries


• Provide technical expertise to intermediaries on Fleet Mortgages’ products and underwriting criteria and technical IT support to intermediaries and problem solve intermediary portal issues


• Work collaboratively with all areas of the business


• Take full responsibility for regularly updating own knowledge on company products, processes and procedures in order to provide the best information at all times


• Understand and keep up to date on Fleet Mortgages’ competitor’s products


• Act in a compliant manner at all times in line with regulatory guidelines


• Support team members across sales and the whole business to meet service standards and achieve results

Job Requirements

• Proven sales experience in either a face to face or telephone-based environment is essential


• Previous experience working in the Mortgage or Financial Services industry


• Excellent communication skills, both written and verbal, is essential


• Enthusiastic, flexible and keen to learn and build a career in Financial Services


• PC literate with a good knowledge of Microsoft Office products including Word, Excel, PowerPoint and Outlook


• CeMAP would be an advantage, but not essential

• Hybrid working of up to 2 days per week at home after initial training period


• 11% non-contributory pension scheme


• 25 days annual leave plus bank holidays (pro-rata for part-time employees)


• Birthday off


• Annual leave buying scheme of up to 5 days


• Private Medical Insurance


• Life Assurance (4x basic annual salary)


• Enhanced Company sick pay


• Income Protection Scheme


• Paid time off to volunteer


• Generous family-friendly policies


• Electric Vehicle Salary Sacrifice Scheme


• Free annual flu jabs


• Opportunity to gain formally recognised industry qualifications