Sales Strategies and Insights from Industry Leaders [Special Episode]

Sales success means more than just meeting targets.

Great salespeople are always thinking about tomorrow—building strong relationships, staying ahead of the field, keeping cold contacts engaged, and planning for whatever the market brings next.

In this week’s NRG Insights Newsletter, I've revisited four episodes featuring sales experts, selecting some of their best highlights.

Whether you're in sales, leadership, or both, these practical sales strategies will help you close more deals in mortgages and lending.

Here's what's coming up...

• Video: Watch the full Youtube episode where our experts share their top sales tips.
• Podcast: Listen on the go with the Spotify audio version.
• Mortgage Broker Salary Guide: Get detailed insights into mortgage broker earnings across the UK.
• 5 Highlights: Key takeaways from our sales experts.
• Leader Bios: Learn more about the professionals featured in this episode.

Who Are the Leaders?

Jaxon Stevens CeMAP CPSP – Sales Director, Tuscan Capital powered by Allica Bank

With 25 years of experience in financial services, Jaxon Stevens continues to lead the way in bridging, development, and refurbishment loans at Tuscan Capital.

Harsha D. – Head of Sales and Distribution, Quantum Mortgages

Harsha Dahyea has played a crucial role in launching mortgage propositions at Bluestone Mortgages, Metro Bank, and State Bank of India. Her expertise in the specialist mortgage market is widely recognised.

Lorenzo Satchell – Sales Director, Hampshire Trust Bank

Lorenzo Satchell brings over 30 years of experience in UK property finance. His leadership in short-term lending at Hampshire Trust Bank is marked by his commitment to improving industry standards.

Josh Knight – Sales and Marketing Director, Octane Capital

Josh Knight’s career in property finance has seen him rise to Sales and Marketing Director at Octane Capital. His passion for sales is matched by his leadership in driving the company’s marketing efforts.

Are You on Track with Your Earnings as a Mortgage Broker?

Paying your team too much? Too little?

The UK Mortgage Broker Salary Guide provides detailed insights into the earning rates of mortgage brokers across the UK, from entry-level to top-tier positions.

Sales Strategies and Insights from Industry Leaders [Special Episode]

Watch the full episode now... (don’t forget to subscribe on YouTube too).

Prefer to listen on the go? Tune into the podcast version...

4 Sales Takeaways From The Experts

1. Understanding Client Needs (Lorenzo Satchell): Really listen to clients before offering solutions. By understanding their needs, you can tailor your sales approach to be more effective. This builds trust and strengthens long-term client relationships.
2. The Joy of Providing Solutions (Jaxon Stevens): Jaxon believes that the satisfaction of solving a client’s problem is what drives success in sales. It’s not just about closing deals but about offering genuine solutions that add value to your clients' businesses, which in turn leads to repeat business and referrals.
3. Building Strong Relationships (Josh Knight): Josh highlights that strong, trust-based relationships are the foundation of successful sales. By consistently delivering on promises and maintaining regular communication, you create partnerships that withstand market fluctuations and contribute to long-term success.
4. Staying Ahead of Trends (Harsha Dahyea): Harsha stresses the importance of staying informed about industry trends and innovations. Keeping up-to-date allows you to adapt quickly to changes and offer relevant, timely solutions that meet the evolving needs of your clients.

Last Chance...

?? Get Your Copy of The UK Mortgage Broker Salary Guide Here Now

For Even More

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