Intermediary 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 ServicesIndustries

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

SalesBroker AcquisitionFact-FindingOnboardingCRMSocial Media ManagementResearchData ManagementSegmentation ModellingCompetitor AnalysisNetworking

Questions & Answers

Common questions about this position

Is this role remote or on-site?

This is an on-site role based at the company's Cheadle HQ, described as a proactive, phone-based role requiring presence at headquarters.

What essential skills are required for the Intermediary Sales Exec role?

Essential skills include proven experience in outbound sales or business development (ideally in financial services or mortgage distribution), strong research and prospecting skills, excellent communication and relationship-building abilities, comfort in a fast-paced target-driven environment, confident social media use, and strong organisational skills.

What is the salary or compensation for this position?

This information is not specified in the job description.

What is the work environment like at Together?

The role is in a fast-paced, target-driven environment where success is measured by the volume and quality of new broker relationships, involving proactive phone-based outreach and collaboration with internal stakeholders.

What makes a strong candidate for this role, and should I apply if I don't meet all qualifications?

Strong candidates have proven outbound sales experience, strong research and communication skills, and comfort with targets; even if you have some but not all skills, you should still apply for a discussion on suitability.

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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