National Sales Manager (IFA Firms)
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AI Summary
The role involves driving new IFA member recruitment by presenting the proposition, retaining and upgrading existing members through engagement, and owning the delivery of sales targets and KPIs. Responsibilities also include ensuring timely CRM updates, providing performance reports, and collaborating cross-functionally to support service offerings and onboarding.
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.
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.
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.
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