Salary Competitive Salary, Discretionary Bonus + Company Benefits
The Vacancy
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 Close Brothers Premium FinanceTeam as a Field Sales Manager 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.
Our ideal team member will possessexcellent interpersonal skills, be able to buildgreat relationships with both colleagues and clients and is someone who canmanage work requests whilst working to tight timescales and maintaining high quality.
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 tobrokers
* 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 inline with the elevate programme
* Support brokers throughout the relationship, seek feedback and take responsibility for satisfaction and loyalty
* To report monthly to Head of Sales 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.
* Develop market intelligence to inform on products, promotion and pricing decisions
WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE:
* Excellent communication skills, both written and verbal
* The ability to analyse and interpret MI at a strategic level
* The ability to write detailed, structured reports and make recommendations based on MI
* Are able to drive performance improvement
* 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 an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at recruit.ssc@closebrothers.com 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.
At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients.
We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.
We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.
Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.
Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down.
We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working we are open to discussing all types of flexible working options, helping you to balance your work and home life.
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