Sales Director

at  Close Brothers Group

OVERALL SUMMARY

At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.
Join the Close Brothers Asset Finance Team, where you will be responsible for generating new business and building on existing business in Northern Ireland, with a particular focus on the Derry and Donegal county regions.
This role requires specialist skills for financing assets and selling add on products through direct sale activity, following up leads generated by marketing, actively sourcing new business opportunities using external agents/brokers, dealers/suppliers, accountants.

IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU:

• Have a business administration degree or equivalent qualification
  We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at recruit.ssc@closebrothers.com or request a call back.

ABOUT US

Close Brothers is a leading UK merchant banking group providing lending, deposit taking, wealth management services and securities trading. At Close Brothers we provide financial support and advice to small businesses and individuals in the UK. Our purpose is to help the people and businesses of Britain thrive over the long term.
To find out more about Close Brothers, please visit our careers page: https://www.closebrothers.com/careers

• Source sales from within the allocated geographical location either by directly prospecting the existing customer base, sourcing new customers or through 3rd party introducers.
• Responsible in maintaining and developing relationships with new and existing customers, dealers and other introductory sources via telephone, emails, and face to face meetings.
• Prepare a sales action plan to identify specific targets and follows up on new leads and referrals resulting from field activity, identifying sales prospects.
• Prepare presentations, proposals, credit committee proposals to gain underwriters approval of the deal and sales agreements.
• Prepare paperwork as required by the Company to activate the deal and ensures all necessary legal documentation is fully in place prior to the pay-out of any deal.
• Represent the company at trade exhibitions, events/seminars and demonstrations, awards ceremonies, etc.
• Record accurate sales information on Salesforce and become a Salesforce Champion.
• Ensures the Treating Customers Fairly initiative is fully promoted, implemented, and adhered to, and that any customer complaints are effectively managed and reported in line with the Treating Customers Fairly Guidelines.
• Work closely with Collections team to resolve problem cases.
• Ensure the products are marketed using the appropriate methods and route to market.
• Ensures that all activity is always within the context of the FSA regulations and ensures the Treating Customers Fairly initiative is fully adhered to.
• Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities required by the Regulatory Bodies are carried out to the standards required.