Job Description

Key Accountabilities

  • To create, manage and develop relationships with introducers to achieve new business targets.
  • Develop knowledge of West One’s BTL and Bridging products, criteria, process and USPs and maintain your understanding of the products to be able to assess enquiries, produce terms and progress these into applications within SLA’s.
  • Work alongside the regional field BDM and TBDM to maintain relationships with intermediaries within the region in order to maximise sales opportunities.
  • Speaking to our introducers and handling new business enquiries.
  • Ensuring that any reports/CRM system is kept up to date, accurately recording the discussions/activities.
  • Ensure that our products are front-of-mind and that all intermediaries are updated about new products and features.
  • Develop knowledge of firm’s products and criteria which is essential to the role.
  • Develop knowledge of competition (e.g., products, criteria, etc) which is essential to the role.
  • Develop and maintain knowledge of general market as applicable/where enables and/or impacts sales e.g., basic mortgage definitions, current mortgage market trends/news.
  • Key tasks include:
    • Proactivity calling new/existing/lapsed intermediaries to engage them with West One’s BTL & Bridging products.
    • Book meetings with intermediaries for the TBDM in your region via teams to present our BTL & Bridging proposition and our USPs.
    • Follow up on terms issued (bridging) and deals agreed (BTL) within SLA in order to progress them into applications, handling objections in order to win the deal.
    • Make introductions to new firms registering via broker support, ensure they are aware of key contacts for enquiries/support in that region.
    • Keep intermediaries informed on changes to our BTL & Bridging products, including but not limited to criteria, pricing, processes via telephone or email.
  • Key tasks to progress include:
    • Assess enquiries via telephone and email and identify sales opportunities, referring to relevant stakeholders in order to produce terms/quotes.
    • Understand and be able to articulate the product features and benefits across both BTL & Bridging products including but not limited to, products available, rate/fee options, loan calculations.
    • Support field BDM and TBDM with firms when they are on the road/in appointments to ensure our excellent service proposition is not affected.
    • Ensure all activity is logged in Hubspot (our CRM system).

This list is not exhaustive and the duties are liable to change from time to time in line with the needs of the business.

Skills & Competencies

  • Pass internal competency tests post induction.
  • Good telephone manner and able to article yourself well.
  • Able to successfully build relationships.
  • Ability to multi-task to ensure SLA's are met.
  • Confidence and resilience to pursue leads and overcome objections.

Knowledge & Qualifications

  • Previous experience within a sales role would be desirable.
  • Previous experience working in financial services, ideally property finance.
  • PC Literate with a good knowledge of Outlook, Word, Excel and PowerPoint.

Personal Attributes

  • Ability to analyse and present complex information in a clear, relevant and interesting way.
  • Self-motivated and enthusiastic with the drive to succeed and deliver results.
  • Strong communication both written and verbal.
  • Proactive team player - ability to work on own initiative, solo and as part of a team.
  • Punctual, well organised with good administration skills.

Company Values - CREDIT


Customer - Customers are our primary focus


Results - Results matter, create value every day


Energy is contagious, Share it!


Developing our people makes us different


Invent the solution - be proactive


Teamwork - Together we can build the business

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