This is a fantastic opportunity for a dynamic and focused manager to develop and lead a successful team of field based BDMs in the equity release sector. You will coach, mentor and motivate your team in identify new business opportunities and work with our key partners within the mortgage industry to increase our market share. Work for our award winning company and help build on our continued success.
Pure Retirement was founded on the belief that everyone deserves to enjoy their later years
A specialist mortgage lender to the Equity Release market, we offer products that provide simple and straight-forward solutions for use in effective retirement planning.
Winners of the Equity Release Award for Best Provider for Adviser Support for three years running, and Yorkshire's number one fastest growing business for 2018, we work with over 2000 registered advisers to provide a first class service to customers with products tailored to their needs.
At Pure we are committed to exceptional standards of performance, continually improving and developing our business through the colleagues we employ
Awarded a Gold standard 'Investors in People' accreditation, we are firmly geared up to build on our successes and grow our business with talented additions to our ever-evolving team.
We are a friendly, professional and dynamic place to work. If you would like to be part of our award winning culture and demonstrate our values of 'honesty', 'simplicity' and 'responsibility', we would love to hear from you.
We recognise that people experiencing mental ill health continue to report stigma and discrimination at work, and we are committed to creating a supportive and open culture, where colleagues feel able to talk about mental health confidently, and aspire to appropriately support the mental wellbeing of all staff.
Reports to
Head of Intermediary Sales
Location
Home based; national travel required
Benefits
- 25 days holiday with the option to buy or sell up to 5 days holiday per year
- Birthday off
- Monthly bonus scheme
- Cash healthcare plan
- Auto enrolment pension scheme
- Learning & Development programme
- Life assurance
- Flexible working options
- Volunteering days
- Bike to work scheme
- Gym discounts
Hours of work
37.5 hours per week (hours of work will be flexible and dictated by the needs of the business, therefore it is expected that the successful applicant will work those hours necessary to successfully discharge the duties of the role).
The Role
Overview
This is a fantastic opportunity to be instrumental in developing and leading a team of field-based BDMs in the equity release sector. You will coach, mentor and assist your team in identify new business opportunities. This role involves conducting face to face appointments with your team and helping to set the required standards. You will be expected to always represent Pure Retirement in a positive and professional manner and will be expected to ensure your team hit all their KPI's and targets.
You will also work extremely closely with other area of the distribution team, and you will be expected to help the telephone BDM team work effectively as possible with the field based team.
Key Outputs
- Lead a high performing BDM team
- Conduct monthly 1-2-1's and appointment observations
- To possess a strong understanding of the company's products, the competition in the industry and our marketing proposition.
- To work closely with the marketing team to help develop and run campaigns for their team
- Work with the product team to identify new market areas
- To not only push and develop new business for Pure Retirement but promote equity release as an industry and work with our key partners within the mortgage industry to build equity release.
- Achieve and exceed monthly KPI's based on activity and quality.
- Ensure that all activity is accurately documented and kept up to date in the CRM system.
- Be an active part of the sales leadership team bringing new ideas and sharing best proactive
- Work closely with the Telephone BDM team to ensure all advisers get the service and support they require, liaising on diaries events and appointments to ensure any opportunities are pursued.
- To work closely with the National Account Manager to cover our specialist advisers within your panel, promoting Pure Retirement, gathering feedback, and providing product and criteria training where necessary with individual advisers.
- To be an expert in diary management and organisation
- Report writing to analyse team and business performance
- To work closely with the Sales Operations Manager, National Account Manager, and the marketing department, to bring the face-to-face and telephony representation of Pure Retirement together in a collaborative manner.
- To be constantly looking to review on current sales processes to ensure we are delivering an optimum performance
This job description is not exhaustive and serves only as a broad outline of the duties required. This job description may be amended as necessary.
The Person
Overview
The role of a National Field Sales Manager is varied, no day is the same. The person must be outgoing, confident, and comfortable working in a fast-paced environment. Most importantly this person must be able to lead and inspire a team to deliver results. This person must be self-motivated and goal oriented with a passion for developing their team.
Skills & Experience
Mandatory
- Proven track record in similar responsibilities
- Management experience
- Experience in a field-based role with large amounts of travel
- Knowledge of the industry and financial services experience.
Desirable
- Equity Release experience
- Knowledge of Pure Retirement
- Experience dealing with mortgage networks and clubs
Qualifications
Mandatory
- Clean Driving Licence
Desirable
- CeMAP / CeRER