Broker Sales Executive

Methodfi; Milton Keynes; Hybrid; GBP 35,000 - GBP 50,000; Full time

Job summary

A leading fintech company is seeking a Broker BRA Sales Executive in Milton Keynes. This role involves managing broker relationships to secure new Business Rewards Accounts and overseeing the client journey from referral to onboarding. The ideal candidate will possess strong B2B sales and account management skills, with an emphasis on stakeholder management and revenue generation. The company supports flexible working and values a diverse workplace, making it an inclusive environment for all employees.

Benefits

Flexible working options

Pension contributions

Private health cover

Discretionary bonus scheme

Qualifications

• Proven track record in effective B2B sales and account management.
• Comprehensive understanding of SMEs and brokers.
• Excellent interpersonal and presenting skills.

Responsibilities

• Manage a portfolio of commercial finance broker firms.
• Build trusted relationships with broker firms.
• Introduce and support adoption of the Business Rewards Account.

Skills

B2B sales

Account management

Stakeholder management

Excellent communication skills

Tools

CRM systems

Job description

About Allica Bank

Allica is the UK’s fastest growing company - and the fastest-growing financial technology (Fintech) firm ever. Our purpose is to help established SMEs, one of the last major underserved opportunities in Fintech.

Established SMEs are the backbone of local communities - representing over a third of our economy - yet have been largely neglected both by traditional high street banks and modern fintech providers.

Role Description

Generating new business is essential to our growth, and a key route is through partnerships with engaged broker firms who regularly refer SME clients to Allica based on trust and incentives. Our Broker business rewards account (BRA) Sales Team works closely with trusted advisers to established SMEs, particularly their brokers.

As a Broker BRA Sales Executive, you will build and maintain strong relationships with broker firms across the UK. Your focus is securing new Business Rewards Accounts and managing the full client journey from generating referrals to onboarding and delivering funded accounts. For lending needs, you will coordinate introductions back to the original broker to ensure customers receive a whole‑of‑market view. You will work closely with internal stakeholders in the broker finance team, leveraging existing introducer relationships and conducting proactive outreach to firms on our panel. Using a consultative sales approach, you will grow Allica’s presence across broker stakeholders and offices.

You will manage ongoing relationships with onboarded brokers, developing them into consistent referrers known for valuing Allica’s service. This includes collaborating with customer services and maintaining regular contact to support their activity.

The role may involve regional travel and B2B sales and account‑management experience is essential, including stakeholder management, revenue generation and portfolio reporting. You may also work with accountancy firms that have commercial finance arms and wish to be remunerated for their introductions.

Principal Accountabilities

• Manage a portfolio of commercial finance broker firms, driving engagement across cold outreach, inbound interest and active referrers, and guiding them to become consistent introducers.
• Build trusted, consultative relationships with broker firms, increasing Allica’s visibility across their teams and establishing the bank as their most recommended partner.
• Introduce and support adoption of the Business Rewards Account and cash‑management products, overseeing the full onboarding, funding and usage journey for clients.
• Qualify lending opportunities and ensure firms are correctly aligned with their original brokers for products such as commercial mortgages and asset finance.
• Manage a portfolio of onboarded clients, being the point of contact for complex enquiries and providing a best-in-class service.
• Ensure strong onboarding, communication and service that builds credibility with both customers and introducers, supporting the growth of our customer base.
• Collaborate with internal stakeholders, attend events and webinars, and provide firms with knowledge packs, marketing support and joint initiatives.
• Manage your introducer portfolio through CRM discipline, track progress, meet personal objectives, and uphold compliance and operational standards across all activity.

Personal Attributes & Experience

• Proven track record in effective B2B sales and account management, having previously managed multiple stakeholders and led accounts through a change management process.
• A comprehensive understanding of SMEs and the role of trusted advisors and professional service firms, in particular commercial finance brokers.
• Excellent interpersonal skills and evidence of sales and account management outperformance in similar roles through earning partner, customer and colleague trust.
• A proven track record of delivering an excellent customer experience and generating new revenue opportunities whilst always considering risk, reputation and experience.
• Experience of business/commercial banking, commercial finance or experience of working within a FinTech previously.
• Excellent communication and presenting skills for in-person/online meetings, webinars and events.
• Portfolio management, CRM management and reporting skills.
• The ability to work collaboratively with specialist colleagues such as BDMs or Marketing, to deliver a good outcome for our customers, colleagues and company.

Working at Allica Bank

At Allica Bank we want to ensure our employees have the right tools and environment in which to succeed in their role and in support of our customers.

Our employees are at the heart of everything we do, so our benefits are designed with you in mind:

• Full onboarding support and continued development opportunities
• Options for flexible working
• Regular social activities
• Pension contributions
• Discretionary bonus scheme
• Private health cover
• Life assurance
• Family friendly policies including enhanced Maternity & Paternity leave

Don’t tick every box?

Don’t worry if you don’t have all the skills or requirements listed on the job description. If you think you’ll be a good fit, we’d still love to hear from you!

Flexible working

We know the ‘9-to-5’ isn’t right for everyone. That’s why Allica Bank is fully committed to flexible and hybrid working. Please let us know what is best for you and, if we can, we will do our best to accommodate.

Diversity

We’re a diverse bunch here at Allica, with all kinds of experiences, backgrounds and lifestyles. Our openness and differences make us stronger, and we want everybody to feel comfortable bringing as much of themselves to work with them as they like.