Intermediary Sales Exec

As an Intermediary Sales Exec at Together, you will proactively identify, engage, and onboard new broker firms to the company's panel. This phone-based, office-based role in Cheadle involves conducting fact-finds, guiding brokers through onboarding, and managing social media presence to support outreach. Success is measured by the volume and quality of new broker relationships initiated and converted, working towards clear monthly and quarterly targets.

Must Have

• Proactively identify and approach new broker firms using various research methods and outreach strategies.
• Conduct detailed conversations to understand broker business models, permissions, and suitability.
• Own the end-to-end onboarding process, ensuring brokers are supported.
• Work to clear monthly and quarterly targets focused on new broker panel additions.
• Manage Together’s broker-facing social media pages (e.g., Facebook) for promotion and engagement.
• Maintain accurate records of outreach, conversations, and onboarding progress using internal systems.
• Work closely with internal stakeholders for smooth handover and integration of newly onboarded brokers.
• Maintain updates on segmentation modelling to drive prioritisation.
• Maintain competitor panel intel to identify gaps or opportunities.
• Track industry events, webinars, and utilise data to onboard brokers.
• Build relationships with introducing brokers to encourage onboarding.
• Proven experience in outbound sales or business development, ideally within financial services or mortgage distribution.
• Strong research and prospecting skills, with a creative approach to finding new leads.
• Excellent communication and relationship-building abilities.
• Comfortable working in a fast-paced, target-driven environment.
• Confident using social media platforms for professional engagement.
• Strong organisational skills and attention to detail.

Good to Have

• Experience in broker onboarding or intermediary relationship management.
• Familiarity with FCA permissions and mortgage distribution models.
• CeMap qualification or equivalent.
• Experience using CRM systems and managing sales pipelines.

Perks & Benefits

• 26 days holiday, and a day off for your birthday (increasing with service to 30 days), plus bank holidays
• Free access to company holiday homes
• Buy & sell holidays
• Discretionary annual bonus plus an additional Shared Reward Bonus
• Matched pension contribution
• Health cash plan plus Private medical insurance
• Life assurance and Critical illness cover
• Travel season ticket loans and Ride to work scheme
• Free local gym access
• Local bar / restaurant discounts

Company Description

Benefits of working at Together

• 26 days holiday, and a day off for your birthday (increasing with service to 30 days), plus bank holidays
• Free access to company holiday homes
• Buy & sell holidays
• Discretionary annual bonus plus an additional Shared Reward Bonus
• Matched pension contribution
• Health cash plan plus Private medical insurance
• Life assurance and Critical illness cover
• Travel season ticket loans and Ride to work scheme
• Free local gym access
• Local bar / restaurant discounts

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Company Description

We’re Together. For over 50 years, we’ve helped thousands of people, businesses and professionals unlock their property ambitions with our common-sense approach to mortgages and secured loans.

We take the time to understand our customers and our door is always open, so we can often help when other lenders can’t or won’t. Based in Cheadle, Cheshire, our 750 colleagues help our customers throughout the UK, backed by the power of a £7 billion loan book.

Job Description

As an Intermediary Sales Exec you’ll be responsible for identifying, engaging, and onboarding new broker firms to Together’s panel. This is a proactive, phone-based role based at our Cheadle HQ, where your success will be measured by the volume and quality of new broker relationships you initiate and convert. You’ll be a natural researcher and communicator, able to uncover opportunities, conduct fact-finds, and guide brokers through the onboarding journey. You’ll also manage Together’s social media presence (e.g., Facebook) to support outreach and engagement.

As an Intermediary Sales Exec we are looking for someone to:

• Broker Acquisition: Proactively identify and approach new broker firms using a variety of research methods and outreach strategies.
• Fact-Finding & Qualification: Conduct detailed conversations to understand broker business models, permissions, and suitability for onboarding.
• Onboarding Management: Own the end-to-end onboarding process, ensuring brokers are supported and guided through each stage.
• Target Delivery: Work to clear monthly and quarterly targets focused on new broker panel additions.
• Social Media Engagement: Manage Together’s broker-facing social media pages (e.g., Facebook), using them to promote opportunities and engage prospects.
• CRM & Data Management: Maintain accurate records of outreach, conversations, and onboarding progress using internal systems.
• Collaboration: Work closely with internal stakeholders to ensure smooth handover and integration of newly onboarded brokers.
• Segmentation: Maintain updates on segmentation modelling to drive prioritisation based on potential volume, quality, relationship and market share
• Competitor panels: Maintain competitor panel intel to identify gaps or opportunities for Together to differentiate.
• Prospect: Track industry events, webinars etc and utilise data to onboard brokers
• Network: Build relationships with introducing brokers to encourage onboarding

Qualifications

Essential:

• Proven experience in outbound sales or business development, ideally within financial services or mortgage distribution
• Strong research and prospecting skills, with a creative approach to finding new leads
• Excellent communication and relationship-building abilities
• Comfortable working in a fast-paced, target-driven environment
• Confident using social media platforms for professional engagement
• Strong organisational skills and attention to detail

Desirable:

• Experience in broker onboarding or intermediary relationship management.
• Familiarity with FCA permissions and mortgage distribution models.
• CeMap qualification or equivalent (preferred but not essential).
• Experience using CRM systems and managing sales pipelines.

If you feel you have some of the skills mentioned above, but not all, please do still apply and we would be happy to have a further discussion with you in regards to your suitability for the role.

Additional Information

Together embraces diversity and inclusion, and are proud to be an equal opportunity workplace. Not only do we welcome difference – we celebrate it, support it and really value our colleagues for who they are. We are committed to building a team that represents a variety of backgrounds, perspectives and skills.

If you feel you'd benefit from any support or reasonable adjustments during any stage of the recruitment process, please don’t hesitate to let us know when completing your application. This information will be picked up by our team, so we can try and put steps in place to help you be at your best through this process.

Please note that all successful applicants will undergo relevant employment reference, financial and criminal record checks.