Broker/Key Account Sales Support

As a Broker/Key Account Sales Support at Oodle, your main responsibilities include managing a portfolio of brokers and ensuring you hit associated targets. You'll support the National Broker Manager and National Key Account Manager by addressing queries, creating monthly reviews, and keeping the proposal pipeline updated. Proactively reviewing conditional proposals and communicating effectively with brokers to convert these into written business is also part of your role.

To become a Broker/Key Account Sales Support at Oodle, candidates should possess strong relationship-building skills and experience in a remote or telephone business development role. Familiarity with financial services, underwriting systems, and consumer duty requirements is beneficial, alongside excellent time management skills and the ability to manage multiple accounts effectively.

The work environment for a Broker/Key Account Sales Support at Oodle is hybrid, allowing flexibility between working from home and the office in Oxford or Manchester. Oodle fosters a supportive culture where teamwork and collaboration are encouraged, creating a motivational atmosphere for achieving both personal and professional growth.

At Oodle, there are various career advancement opportunities for a Broker/Key Account Sales Support. By demonstrating strong performance in your role and effective relationship management, you can progress towards senior sales roles or branch into other areas within the company. Oodle places significant emphasis on personal development, encouraging ongoing learning and skill enhancement.

Oodle takes employee wellbeing seriously, offering various support structures, including 6 free counselling sessions through their Employee Assistance Programme, enhanced family leave, and private medical coverage. There are also opportunities for volunteering, along with benefits like paid sick leave, ensuring a healthier work-life balance for all employees.

To manage a new broker account effectively, I would start by building a rapport and establishing clear communication channels. Understanding their needs and processes is vital for a successful partnership. Regular check-ins and providing timely support will help forge a productive relationship while also ensuring I meet their targets.

A straightforward way to handle objections is to actively listen and acknowledge their concerns first. For example, I once had a broker hesitant about the fees associated with our services. By explaining the added value of our support and how it ultimately benefits their business, I could alleviate their concerns, leading to a successful agreement.

To increase finance applications from brokers, I would implement regular touchpoints to gather feedback and identify challenges they're facing. Providing additional resources, like training sessions on our products and solutions, can empower brokers to confidently present finance options, leading to increased applications.

Relationship management is crucial in the Broker/Key Account Sales Support role. Strong relationships lead to trust and open communication with brokers, which can increase engagement and conversions. By being proactive and responsive, I can establish long-lasting partnerships that benefit both Oodle and the brokers.

Essential tools for managing accounts remotely include CRM systems like Salesforce for tracking interactions and opportunities, communication platforms like Slack or Teams for real-time conversations, and project management tools for keeping track of tasks related to each account.

In such situations, I would take a proactive approach by reaching out to understand the underlying reasons for their lack of performance. By providing additional support, resources, or possibly a tailored action plan, I could help address the issues and set them back on the path to achieving their targets.

In the Broker/Key Account Sales Support role, key metrics to track would include the number of finance applications submitted, conversion rates from application to written business, and broker satisfaction scores. Monitoring these metrics allows for a comprehensive understanding of both my performance and the health of broker relationships.

Staying organized in a fast-paced environment requires effective time management and prioritization. I would leverage digital tools, create daily to-do lists, and set clear deadlines for myself. Allocating specific times during the day to focus exclusively on high-priority tasks ensures that I remain efficient and productive.

An effective Broker/Key Account Sales Support should possess excellent communication and interpersonal skills, the ability to build rapport effectively, strong analytical skills to monitor performance, and a proactive attitude towards problem-solving. Being adaptable and resilient also plays a significant role in navigating challenges and securing business growth.

Ensuring compliance with company policies and procedures involves staying informed about all relevant guidelines and regulations. I would regularly review documentation and offer training sessions for brokers to ensure everyone understands the requirements. Maintaining accurate records and reports is essential for adherence to compliance standards as well.