Field Sales Manager

Division Close Brothers Premium Finance

Location Reading

Salary

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 Finance Team 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.

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 to brokers
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
Support brokers throughout the relationship, seek feedback and take responsibility for satisfaction and loyalty
Serve as the lead point of contact for all broker matters
Assist with challenging broker requests or issue escalations as needed
To support the new business acquisition within the area in collaboration with new business team
To analyse management information to review Portfolio and broker performance/ quality trends and to be proactive in identifying and addressing low profit or under-performing brokers
To report monthly to Regional Sales Manager 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.

WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE/ARE:

Strong sales management experience
Excellent communication skills, both written and verbal
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
Strong organisation skills
Ability to manage work requests whilst working to tight timescales and maintaining high quality
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 recruit.ssc@closebrothers.com or request a call back.

ABOUT US

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.

To find out more about Close Brothers, please visit our careers page: https://www.closebrothers.com/careers

To find out more about life at Close Brothers:
https://www.closebrothers.com/life-close-brothers#374017299-899295541

To find out more about our benefits:
https://www.closebrothers.com/employee-benefits

To find out more about our commitment to creating an inclusive environment:
Our Responsibility - Diversity and inclusion ¦ Close Brothers Group

The Company

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.

The Benefits

Private medical

Discounted health checks

Stakeholder pension contribution