Sales and Account Manager – Mortgage & Protection
Hybrid working, Surrey/Berkshire
£60,000 – £70,000 (expected OTE £100k+)
This Sales Manager role is ideal for experienced financial services professionals who have previously led mortgage or protection adviser teams. If you enjoy driving performance, building introducer relationships and coaching advisers to deliver exceptional results, this opportunity will suit you well. You’ll be joining a business that offers long-term career stability, genuine earning potential and a leadership role that keeps you close to sales delivery and team development.
The Business
The business is a well-established mortgage and protection firm operating nationally as an appointed representative of a leading financial network. They partner with a range of key estate agency groups across the South which provide them a large amount of business. The business uses modern technology, offers operational and compliance support, and promotes a positive culture where ambitious people can thrive. Due to their continuous growth they have an advisory team and account that need an experienced person to lead.
The Role
As Sales Manager, you will lead a team of advisers working across key introducer accounts. Your focus will be on developing people and performance through structured coaching, weekly 1-to-1s, team meetings, and daily performance updates. You will support advisers to improve conversion rates, increase protection penetration and deliver business quality in line with company standards.
You will build strong relationships with introducers by ensuring branch coverage, adviser attendance at meetings and clear mutual accountability. You will provide MI reports, monitor business pipelines and ensure compliance with internal processes. Working closely with leadership colleagues, you will help recruit new advisers, support new adviser onboarding and ensure consistent delivery of performance standards.
This is a role for someone who enjoys being hands-on with sales management and wants to play a key part in achieving growth plans.
Benefits
*Up to £70k salary plus bonus, expected OTE £100k+
*Hybrid working model
*Pension scheme
*25 days holiday plus bank holidays
*Mileage/travel expenses
*Training and progression opportunities
*Supportive leadership team and modern CRM tools
Requirements
*Experience leading a team of mortgage advisors
*Ideally experience in an estate agency environment
*Ideally experience managing estate agency relationships
Synonyms
Sales Team Manager, Regional Sales Manager, Mortgage Sales Leader, Introducer Relationship Manager
How to Apply
Click Apply Now and upload your CV. The interview process includes an initial call, followed by a formal interview and final stage presentation. We provide quick and transparent feedback at each stage.