National Sales Manager; IFA Firms

National Sales Manager (IFA Firms)

Department: Sales

Employment Type: Permanent - Full Time

Location: Huddersfield

Reporting To: Customer Services & Sales Director

We are looking for an experienced sales manager to drive new business growth and deliver against sales targets for our simplybiz proposition. Essential requirements include:

• Significant B2B sales experience within the UK financial advice sector
• Experience with in a national sales role covering Scotland & Northern Ireland

Reporting directly to the Member Service and Sales Director, you will be actively involved in new IFA member recruitment, member retention, cross-functional collaboration, and contributing to the overall development of the sales team and business.

Internally, this job is called National Sales and Development Manager.

• Drive new IFA member recruitment by effectively presenting the simplybiz proposition.
  Retain and upgrade existing members through regular engagement, follow-ups, and relationship management.
• Own delivery of sales targets and KPIs.
• Organise and manage your diary to optimise time with potential prospects and clients.
  
  Self-generate new business leads while supporting central campaigns and marketing initiatives.
• Represent simplybiz at regional events, client meetings, and networking opportunities.

• Ensure timely and accurate CRM updates following meetings and sales activity.
• Follow up on meetings with clearly defined next steps and actions.
• Provide monthly performance and activity reports to the Member Service and Sales Director.
• Support the development and implementation of national sales strategies.

• Promote our wider service offering.
• Liaise with internal departments to ensure member applications and onboarding run smoothly.
• Contribute to marketing campaigns and sales enablement initiatives.
• Collaborate closely with Product, Marketing, and Customer Success teams.

• Stay up to date with industry trends, market developments, and regulatory changes.
• Maintain a strong understanding of competitor activity and emerging opportunities.
• Share market intelligence and adviser feedback with the Member Service and Sales Director to inform broader business strategy.

• Significant experience in B2B sales within the financial services sector.
• Understanding of the financial advice landscape, regulatory challenges, and dynamics.
• Influential communicator with excellent presentation, negotiation, and relationship management skills.
• Proficiency with CRM systems.
• Willingness to travel nationally to support events and key prospects

• Proactive
• Resilient
• High levels of personal accountability and initiative

As this is a field-based role covering Scotland and Northern Ireland you’ll be on a remote working contract with expectations to travel within both regions.

Applicants must already hold a legal right to work in the UK without time restrictions and without the need for future sponsorship. We are unable to provide Skilled Worker visa sponsorship.