Job Description

Active Mortgages is looking for an experienced, driven, and commercially minded

Sales Director

to help take our brokerage to the next level.

We've been helping self-employed professionals and business owners secure mortgages since 2006 - now we're focused on growing smarter, faster, and stronger.

This is a rare opportunity for someone who's helped build or scale a brokerage or sales operation before. You'll blend sales leadership and team development, ensuring our advisers perform at their best, our clients receive an exceptional experience, and every opportunity is maximised.

What You'll Be Doing

Lead & Develop the Team

Lead, coach, and develop both employed and self-employed advisers to achieve high sales performance and excellent client outcomes. Conduct 1-1s, observations, and reviews as required - aligning targets, activity, and personal development. Help advisers grow their income, refine their business plans, and hit clear milestones. Build a high-energy sales culture that values accountability, consistency, and results.
Drive Sales Performance & Growth

Measure, monitor, and manage KPIs across leads, appointments, conversions, case size, and completions. Review performance data to identify opportunities and implement strategies that drive sales growth and revenue. Increase protection, legals, and GI penetration to grow case value per client through coaching, training, and better sales process. Support advisers with sales frameworks, call structure, and live observations to improve confidence and close rates. Work with leadership to support local market domination (Essex and surrounding areas), with a particular focus on business owners and the self-employed.
Collaborate on Growth & Marketing

Work closely with the owner and marketing team to align sales activity with campaigns, lead generation, events, and brand-building. Represent Active Mortgages at networking events, workshops, and client-facing opportunities where required. Feed back on lead quality, adviser performance, and client journey to continually improve results.
Compliance & Advice Standards

Ensure the team's sales activity and advice remain aligned with FCA requirements and internal standards. Promote best practice around Consumer Duty, client outcomes, and suitable protection advice. Work alongside our operations/client services lead and compliance support to keep standards high while maintaining a strong sales focus.

Who You Are

CeMAP qualified (essential), with at least 5 years in financial services, ideally including hands-on mortgage and protection advising experience. Minimum 3 years in a

sales leadership

role within a brokerage, network, or financial services environment. Proven track record of driving sales performance, increasing case size, and growing protection and ancillary income. Commercially astute and confident with numbers, KPIs, and business growth. Excellent communicator who can coach, motivate, challenge, and hold others accountable. Detail-driven yet strategic - able to balance high standards with ambitious growth. A proactive leader who thrives in a fast-paced, forward-thinking, target-driven environment.

Why Join Active Mortgages

Established, respected brokerage specialising in self-employed and business-owner clients. Real scope to influence growth, team performance, and how the sales function is built for the future. Dynamic, supportive environment with a culture of accountability, energy, and excellence. Competitive base salary, performance bonuses, and long-term profit share. On-site parking, pension, team events, and financial planning support.
If you're the kind of leader who thrives on results, precision, and progress in a sales environment, then we want to hear from you.

Apply today to join Active Mortgages and lead the next phase of our growth.

Mortgage Manager, Sales Manager, Operations Manager, Financial Services, Chelmsford

Job Type: Full-time

Pay: Up to 60,000.00 per year

Benefits:

Casual dress Company events Company pension Financial planning services Free parking On-site parking Profit sharing
Ability to commute/relocate:

Chelmsford CM2 6XW: reliably commute or plan to relocate before starting work (required)
Experience:

Management: 3 years (required) Mortgage and protection advising: 5 years (preferred)
Licence/Certification:

CeMap (required)
Work Location: Hybrid remote in Chelmsford CM2 6XW