Back to search
Our client is a leading Mortgage Brokerage who have built up successful contracts with various estate agency brands.
They are looking to recruit a Sales/Account Manager to look after one of their large accounts, with branches in Hampshire and Surrey.
You will have previous experience as a successful mortgage adviser and also have experience of managing mortgage advisers/managing introducer relationships.
The role is a hybrid role, and you will be expected to travel to branches within the account twice per week.
Basic salary is 拢45-55k depending on experience, with additional bonus package based on account performance.
Accountabilities:
Accountable for delivering the agreed performance and standards for the accounts designated to them - including branch presence and attendance of daily branch meetings, branch coverage, conversion, protection penetration, fee penetration, average case size, written targets and banked conversion.
Accountable for building strong and effective relationships with the accounts designated to them, including producing timely reporting and MI for the Introducers.
Accountable for ensuring sales team build effective relationships with their branches and are held accountable for their own part of the account targets.
Accountable for managing resource effectively and for succession planning to ensure the Introducers always have sufficient adviser coverage.
Accountable for the performance and development of the advisers allocated to them including conversion, protection penetration, fee penetration, average case size, written targets and banked conversion.
Accountable for the adherence to MAB processes of the advisers allocated to them.
Accountable for own performance and adherence to compliance guidelines, where appropriate.
General responsibilities
路 Follow the sales management weekly operating rhythm including, weekly documented 1-1s, team meetings, sales management meetings.
路 Weekly 1-1 check-ins with the advisers to check trackers, take a business pledge, review protection appointments, review protection declines and NTUs and any other process/performance issues.
路 Weekly team meeting to motivate, excite and challenge the team鈥檚 performance.
路 Daily updates to the team on performance, to ensure that the pledge (including protection and fees) is delivered, and targets achieved.
路 Encourage an environment of celebrating success within the team.
路 Manage and develop advisers individually to meet their minimum business expectations
路 Supporting admin with the oversight of the company鈥檚 processes.
路 Training and supporting new advisers.
路 Recruiting for attrition and performance management.
路 Regular checking and monitoring of company processes to ensure that all advisers are following the requirements.
路 Working closely with the Sales Development Manager to ensure that new trainees are supported and their progress is discussed. Account Manager/Sales Manager to work with new trainees on branch relationships and activities.
路 Working closely with the Protection Support Manager on all areas of Protection for both M&P advisers and Protection Advisers, and gaining assistance with call monitoring and coaching.
路 Provide accurate and timely MI/reporting to the Introducers.
路 Build relationships with key individuals within the Introducers to ensure mutual accountability for success.
路 Visits to introducer branches to support and develop the advisers in their introducer relationships, and ensure they are effective and challenging.
路 Manage resources effectively to ensure leads are dealt with in a timely manner, and branches have sufficient adviser coverage.
路 Ensure that advisers within the account attend the branch as agreed and participate in branch meetings, coaching and development, to maximise lead quantity and quality.
Please note we regret that due to the high volume of CVs received we cannot give individual feedback to candidates. If you are not contacted within 5 working days of submitting your CV please assume your application has been unsuccessful on this occasion.
Honeypot People Ltd, is a UK-based agency providing specialist solutions within the Sales and Marketing Sector.
We operate an equal opportunities policy of treating all employees and job applicants equally regardless of race, colour, ethnic origin, nationality, national origin, religion or belief, gender, sexual orientation, gender reassignment, age, marital or civil partnership status or disability.
Job Type: Full-time
Pay: 拢45,000.00-拢75,000.00 per year
