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- TBDE - Bridging & BTL
- London - Watford
- £35k Basic - £53k OTE
- Base Salary: £30k - £35k (depending on experience) OTE £53k
- Quarterly Bonus: OTE up to £4,500 per quarter (uncapped, based on performance)
- Relationship Development: Build, manage, and develop relationships with intermediaries to achieve new business targets.
- Product Knowledge: Develop and maintain in-depth knowledge of BTL and Bridging products, criteria, processes, and unique selling points (USPs) to effectively assess enquiries, produce terms, and convert these into applications within Service Level Agreements (SLAs).
- Sales Support: Collaborate with the regional field BDM and TBDM to maintain relationships with intermediaries, maximizing sales opportunities and driving business growth.
- Client Interaction: Handle new business enquiries and engage with introducers to ensure that the company's BTL and Bridging products are top-of-mind.
- CRM Management: Ensure accurate, up-to-date records of discussions and activities within the CRM system.
- Product Updates: Keep intermediaries informed of any changes to products, including criteria, pricing, and processes via telephone or email.
- Lead Generation: Proactively call new, existing, and lapsed intermediaries to engage with the company’s products and book meetings for the TBDM to present offerings and USPs.
- Progress Deals: Follow up on bridging terms and BTL deals, overcoming objections to drive applications forward.
- Market Awareness: Develop knowledge of competitors’ products and the general mortgage market to stay competitive and informed.
- Conduct proactive calls to engage with intermediaries, answer queries, and book meetings for the TBDM.
- Provide updates on product features, pricing, and other key information.
- Assess enquiries, identify sales opportunities, and refer to appropriate stakeholders to produce terms/quotes.
- Support field BDM and TBDM when they are on the road to ensure excellent service is maintained.
- Ensure that all activity is logged in the CRM system.
- Competency Tests: Successful completion of internal competency tests post-induction.
- Communication Skills: Strong telephone manner with the ability to clearly articulate information.
- Relationship Building: Ability to establish and nurture strong relationships with intermediaries.
- Time Management: Ability to multi-task and prioritize to meet SLAs.
- Resilience & Confidence: Ability to confidently pursue leads, overcome objections, and remain persistent in driving business.
- Sales Experience: Previous experience in a sales role is desirable.
- Financial Services Experience: Experience in financial services, particularly property finance, is preferred.
- IT Proficiency: PC literate with proficiency in Outlook, Word, Excel, and PowerPoint.
- Analytical Ability: Capable of analysing complex information and presenting it in a clear and compelling way.
- Motivation & Enthusiasm: Self-driven with a strong desire to succeed and deliver results.
- Team Player: Ability to work independently and as part of a team, collaborating effectively with colleagues.
- Organizational Skills: Well-organized with excellent administrative skills.
- Communication: Strong verbal and written communication skills.
- Hours: Monday to Friday, 9:00 am – 5:30 pm (No hybrid working)
