Financial Sales Specialist
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Job Summary
As a Financial Sales Specialist you will be at the heart of our intermediary sales operationbuilding strong relationships with brokers across the UK and becoming a product expert across Togethers full suite of eight regulated and unregulated offerings. You will support both the specialist packager market and the Network & Club space helping brokers navigate complex cases and ensuring the best possible submission routes. This is a fast-paced collaborative role where self-drive and teamwork are essential.
As a Financial Sales Specialist we are looking for someone to:
- Build and maintain strong relationships with mortgage brokers nationwide delivering exceptional service via phone and email.
- Become a subject matter expert across Togethers eight mortgage products spanning both regulated and unregulated markets.
- Engage in detailed discussions with brokers to understand complex enquiries and advise on the most suitable submission routes.
- Provide regular feedback to Account Managers on broker sentiment and market trends to help identify new opportunities.
- Take ownership of chasing referrals and early-stage cases to ensure they progress efficiently through the pipeline.
- Support brokers operating in the specialist packager space as well as those aligned with Networks and Clubs.
- Thrive in a fast-paced environment where collaboration initiative and accountability are key to succes
Qualifications :
Essential:
- Proven experience in the Financial Services industry.
- Strong understanding of both regulated and unregulated financial products.
- Experience managing inbound service calls outbound sales calls and email communications.
- Excellent relationship-building and communication skills.
- Ability to handle objections and solve problems effectively.
- Comfortable working in a fast-paced target-driven environment.
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 youd benefit from any support or reasonable adjustments during any stage of the recruitment process please dont 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.
Remote Work :
No
Employment Type :
Part-time
Key Skills
- Data Entry
- Customer Service
- Account Executives
- Product Knowledge
- Account Management
- Communication
- CRM
- Salesforce
- Phone Calls
- RFP
- Sales Goals
- Powerpoint
- Technical Support
- Sales Support
About Company
Amazon is guided by four principles: customer obsession rather than competitor focus, passion for invention, commitment to operational excellence, and long-term thinking. We are driven by the excitement of building technologies, inventing products, and providing services that change l ... View more
