Financial Services Sales Manager - CeMAP Mortgage & Protection

Kings Permanent Recruitment
Southampton, UK
18 Sep 2019
25 Sep 2019
Contract Type
Full Time
Financial Services Sales Manager - CeMAP Mortgage & Protection Consultants
  • £40,000 - £45,000 Basic Salary
  • £60,000 - £65,000 On Target Earnings

Our clients, a thriving Mortgage & Protection operation, are seeking a skilled Sales Manager who is capable of performance managing a Sales Team in order to achieve company objectives, whilst positively embracing the FCA's "positive customer outcomes" initiative.

You will also be targeted to write a small amount of business, in order to keep your knowledge and skill current, whilst also demonstrating to your team how they should conduct their business activities.

Financial Services Sales Manager - CeMAP Mortgage & Protection Consultants - Expectations:
  • Achievement of the team business targets.
  • Achievement of the agreed KPI's - to include BZW, R&F, Dead Rate, VV, Life and Protection Penetration and Profitability versus Target.
  • Achievement of the team Compliance standards.
  • Achievement of the goals set by the Director of Sales.

Financial Services Sales Manager - CeMAP Mortgage & Protection Consultants - Accountabilities:
  • Developing and leading a sales team to achieve an agreed business plan.
  • Effective recruitment, coaching, development, performance management and motivation of the sales team.
  • Responsibility for revenue growth across all income streams - mortgage, client fee, FP commission, GI & other peripheral income.
  • Achievement of sales and customer service targets through effective resource and business planning.
  • Ensure sales team adheres to all regulatory requirements including adherence to all procedural manual in particular in respect of the Sales Procedure Guide, Compliance Manual and Anti-Money Laundering Guidance implementing appropriate remedial action in a timely fashion.
  • Ensure regulatory compliance to the employers T&D scheme, in particular to ensure continued development and demonstrable competence of all sales staff, liaising with the T&D supervisors, as required.
  • Ensure record-keeping on Competent Adviser status is kept up to date.
  • Pro-actively and effectively deal with complaints in an equitable manner and in accordance with company procedures with particular emphasis on treating customers fairly and client retention.
  • Development of strong team working and individual performance culture through highly visible leadership and clear communication of objectives.
  • To identify and support development needs.
  • Produce regular and timely management information and reports as required.
  • Manage change effectively to ensure all new processes and business objectives are delivered in a positive and enthusiastic way.
  • Responsible for keeping yourself updated on company policies.
  • Consistently demonstrate good Conduct Risk behaviours by placing the customer's best interest at the heart of everything you do and recommend improvements where possible.
  • Contribute through actions and behaviour to ensure the culture of the whole company reflects this.

Financial Services Sales Manager - CeMAP Mortgage & Protection Consultants - Skills & Experience:
  • Must be CeMAP qualified and have a proven mortgage sales and compliance track record.
  • Must have a minimum two year's demonstrable achievement of hitting sales targets in a financial services environment.
  • Ideally have two years' demonstrable success in a sales management role, within a regulated environment.
  • Ideally have experience of managing teams, within a regulated environment.
  • Must have excellent communication & presentation skills - both verbal & written - with the ability to effectively deliver to a range of people and behaviours.
  • Must be able to deliver excellence in customer service in a results-driven environment.
  • Must be an enthusiastic coach and motivator managing and supporting the needs of others.
  • Must have a clear understanding of financial services and their regulations.
  • Must be an external business developer, capable of creating lasting business relationships with the local business community.

Financial Services Sales Manager - CeMAP Mortgage & Protection Consultants - Key Competencies:
  • Leadership
  • Team Player
  • Results orientated
  • Organised
  • Good computer skills (Word/Excel/Power Point)
  • Adaptability
  • Assertive and confident
  • Commercially astute
  • Client focussed
  • Relationship building
  • Strategic thinker

Financial Services Sales Manager - CeMAP Mortgage & Protection Consultants - Remuneration
  • £40,000 - £45,000 Basic Salary
  • £60,000 - £65,000 On Target Earnings

Kings Permanent Recruitment for Estate Agents hits 13 years of successful trading. A milestone to be proud of...

Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. Our additional areas of expertise include Property Management and CeMAP qualified Estate Agency Financial Services Consultants / Mortgage Advisors.

Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies.

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