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Sales Team Lead

2 months ago

Chelmsford, United Kingdom CRS Full time

Job Title: Broker Team Lead

Location: Chelmsford office

£40 - £45K basic with OTE of £80K


About the Broker Team Lead


My client is an established fintech broker with a whole of market offering allowing business customers to truly assess their financial lending options. After trading in the market for over 10 years they have an established lender panel ranging from Tier 1 Banks, Alternative Lenders & Fintech’s alongside an extensive introducer base of deals inc Aggregating platforms, master brokers & individual networks.

After a significant round of funding, they are looking to build out the team with a focus on upskilling existing members and bringing new talent with innovative ideas into the business. This role is key in the wider business plans to double lending in 2025, increase ticket size of deals and broaden out the range of lending products within the panel.


As the Broker Team Lead your responsibilities and duties will include:


  • Manage a team of 4-8 Junior Brokers ensuring consistent performance, KPIs are hit & the team are productive
  • Develop & teach the team new skills e.g. sales methodology, deal closing techniques and knowledge on commercial lending
  • Roll out the strategic sales plans set from MD to ensure consistency, productivity and good service for customers
  • Act as the escalation point where needed e.g. challenges cases, complex lending or unique leads
  • Ensure 100% uptake on warm leads with highest conversion rate as possible
  • Creative mindset on how to motivate & keep team morale high
  • Recruitment and training of new team members
  • Educate team members on lending appetites, credit analysis & how to manage deal flow into lenders


Essential Skills and Competencies of the Broker Team Lead is:


  • Prior commercial brokering experience
  • Previous success in managing or mentoring a team of brokers
  • Proactive & driven mindset, keen to add to business growth
  • Happy to work in a fast paced agile environment
  • Organised & structured to ensure best results from the team



For more information drop me a note.