Broker Sales Exec at Together

Cheadle, England, United Kingdom

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Mortgages, Real EstateIndustries

Requirements

Proven experience in outbound sales or business development, ideally within financial services or mortgage distribution
Strong research and prospecting skills, with a creative approach to finding new leads
Excellent communication and relationship-building abilities
Comfortable working in a fast-paced, target-driven environment
Confident using social media platforms for professional engagement
Strong organisational skills and attention to detail
(Desirable) Experience in broker onboarding or intermediary relationship management
(Desirable) Familiarity with FCA permissions and mortgage distribution models
(Desirable) CeMap qualification or equivalent (preferred but not essential)
(Desirable) Experience using CRM systems and managing sales pipelines

Responsibilities

Proactively identify and approach new broker firms using a variety of research methods and outreach strategies
Conduct detailed conversations to understand broker business models, permissions, and suitability for onboarding (fact-finding & qualification)
Own the end-to-end onboarding process, ensuring brokers are supported and guided through each stage
Work to clear monthly and quarterly targets focused on new broker panel additions
Manage Together’s broker-facing social media pages (e.g., Facebook), using them to promote opportunities and engage prospects
Maintain accurate records of outreach, conversations, and onboarding progress using internal systems (CRM & data management)
Work closely with internal stakeholders to ensure smooth handover and integration of newly onboarded brokers (collaboration)
Maintain updates on segmentation modelling to drive prioritisation based on potential volume, quality, relationship and market share
Maintain competitor panel intel to identify gaps or opportunities for Together to differentiate
Track industry events, webinars etc. and utilise data to onboard brokers (prospect)
Build relationships with introducing brokers to encourage onboarding (network)

Skills

Key technologies and capabilities for this role

Broker AcquisitionSales OutreachFact-FindingBroker OnboardingPhone-Based SalesResearchSocial Media ManagementCustomer EngagementRelationship Management

Questions & Answers

Common questions about this position

What benefits does Together offer?

Together provides 26 days holiday plus a birthday off (increasing to 30 days with service), bank holidays, free access to company holiday homes, buy & sell holidays, discretionary annual bonus plus Shared Reward Bonus, matched pension, health cash plan, private medical insurance, life assurance, critical illness cover, travel season ticket loans, ride to work scheme, free local gym access, and local bar/restaurant discounts.

Is this role remote or on-site?

This is an on-site, phone-based role based at the company's Cheadle HQ.

What skills are required for the Intermediary Sales Exec role?

The role requires strong research and communication skills, ability to conduct fact-finds and qualify brokers, proactive outreach strategies, CRM and data management proficiency, and experience managing social media for engagement.

What is the company culture like at Together?

Together has a customer-focused culture with an open-door policy, helping customers when others won't, supported by 750 colleagues in Cheadle serving the UK.

What makes a strong candidate for this Broker Sales Exec position?

A strong candidate is proactive in broker acquisition, excels at fact-finding and onboarding, can hit monthly/quarterly targets, manages social media effectively, and collaborates well with stakeholders.

Together

Mentorship software for employee development

About Together

Together Platform provides mentorship software aimed at improving employee development within organizations. The platform operates as a software-as-a-service (SaaS) solution, allowing companies to access its features online through a subscription model. Users can customize templates for various mentoring formats, create session agendas, and utilize reporting dashboards to assess the effectiveness of their mentorship programs. Together Platform stands out from competitors by achieving a high satisfaction rate of 98% among users, thanks to its effective matching criteria that connect mentors and mentees. The company's goal is to help medium to large enterprises foster professional growth and learning among their employees through well-structured mentorship programs.

Toronto, CanadaHeadquarters

2018Year Founded

$1.5MTotal Funding

SEEDCompany Stage

Enterprise Software, EducationIndustries

11-50Employees

Risks

Integration challenges with Absorb's systems could lead to customer dissatisfaction.

New feature launches may face technical issues, affecting user experience.

Economic downturns could reduce revenue due to dependence on subscription fees.

Differentiation

Together offers customizable templates and session agendas for mentorship programs.

The platform provides AI-driven analytics for deeper insights into mentorship effectiveness.

Together boasts a 98% satisfaction rate in mentor-mentee matching.

Upsides

Integration with LMS is enhancing holistic employee development experiences.

Demand for diversity-focused mentorship programs is rising, supporting underrepresented groups.

Remote work increases the need for virtual mentorship solutions, boosting Together's relevance.

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