National Sales Manager (IFA Firms)
Department: Sales
Employment Type: Permanent - Full Time
Location: Huddersfield
Reporting To: Customer Services & Sales Director
Description
We are looking for an experienced sales manager to drive new business growth and deliver against sales targets for our simplybiz proposition. Essential requirements include:
- Significant B2B sales experience within the UK financial advice sector
- Experience within a national sales role covering Scotland & Northern Ireland
Role Overview:
Reporting directly to the Member Service and Sales Director, you will be actively involved in new IFA member recruitment, member retention, cross-functional collaboration, and contributing to the overall development of the sales team and business.
Internally, this job is called National Sales and Development Manager.
What you'll do
1. Sales Ownership
- Drive new IFA member recruitment by effectively presenting the simplybiz proposition.
Retain and upgrade existing members through regular engagement, follow-ups, and relationship management.
- Own delivery of sales targets and KPIs.
- Organise and manage your diary to optimise time with potential prospects and clients.Self-generate new business leads while supporting central campaigns and marketing initiatives.
- Represent simplybiz at regional events, client meetings, and networking opportunities.
2. Sales Process & Reporting
- Ensure timely and accurate CRM updates following meetings and sales activity.
- Follow up on meetings with clearly defined next steps and actions.
- Provide monthly performance and activity reports to the Member Service and Sales Director.
- Support the development and implementation of national sales strategies.
3. Cross-Functional Collaboration
- Promote our wider service offering.
- Liaise with internal departments to ensure member applications and onboarding run smoothly.
- Contribute to marketing campaigns and sales enablement initiatives.
- Collaborate closely with Product, Marketing, and Customer Success teams.
4. Industry Insight & Professionalism
- Stay up to date with industry trends, market developments, and regulatory changes.
- Maintain a strong understanding of competitor activity and emerging opportunities.
- Share market intelligence and adviser feedback with the Member Service and Sales Director to inform broader business strategy.
What you'll need to succeed:
Essential requirements:
- Significant experience in B2B sales within the financial services sector.
- Understanding of the financial advice landscape, regulatory challenges, and dynamics.
- Influential communicator with excellent presentation, negotiation, and relationship management skills.
- Proficiency with CRM systems.
- Willingness to travel nationally to support events and key prospects
Your approach:
- Proactive
- Resilient
- High levels of personal accountability and initiative
Important to know:
Location:
As this is a field-based role covering Scotland and Northern Ireland you'll be on a remote working contract with expectations to travel within both regions.
Right to Work:
Applicants must already hold a legal right to work in the UK without time restrictions and without the need for future sponsorship. We are unable to provide Skilled Worker visa sponsorship.
— Sarah J.
·
Marketing Manager
★★★★★
Verified
