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 the Close Brothers Premium Finance Team where you will 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.

Working as part of the Field Sales team our ideal team member will have previous experience in working towards achieving and exceeding monthly volume and case count targets, whilst also maintaining the minimum standards in field activity with excellent communication skills, both written and verbal.

RESPONSIBILITIES

• 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 with the business tools available
• Exceptional levels of broker retention by securing new contracts and proactively renewing existing to deliver sustainable profitability for Close Brothers Premium Finance.
• To identify new business opportunities within the given territory and to maintain accurate records of all opportunities within the SM’s territory. To target these opportunities with the new business targets in mind.
• 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

WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE:

• Strong sales management experience
• An ability to analyse and interpret MI at a strategic level
• The ability to write detailed, structured reports and make recommendations based on MI
• An ability to drive performance improvement
• Very strong organisation skills
• An ability to manage work requests whilst working to tight timescales and maintaining high quality

IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE:

• 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

At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working.

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

#LI-AB1 #LI-HYBRID

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.