Proactive Partner Engagement
Own a defined regional portfolio of Partners, taking personal responsibility for the depth of engagement and the volume and quality of referrals generated
Spend the substantial majority of your time in the field visiting Partners in their offices and practices, attending regional network events, and building face-to-face relationships that drive consistent referral behaviour
Proactively reach out to Partners who are registered but not yet actively referring, understanding what is holding them back and working to unlock their activity
Work to deepen engagement with active Partners, helping them identify more of their clients who could benefit from the Flagstone platform
Proposition Training & Education
Deliver clear, confident, and compelling presentations of the Flagstone proposition to Partners, both individually and in group settings
Keep Partners up to date with product developments, platform enhancements, and any changes to how Flagstone works within the network framework
Develop a thorough understanding of the network’s adviser framework, the restrictions Partners operate under as Appointed Representatives, and how Flagstone fits within the products they are permitted to recommend
Use insight from Partner conversations to feed back objections, platform friction points, or proposition gaps that are limiting referral activity
Reactive Support & Pipeline Management
Act as a knowledgeable and responsive point of contact for Partners when they have questions about Flagstone, the referral process, or platform features
Resolve queries with pace and accuracy, always closing the loop with the Partner
Support Partners through the onboarding of referred clients, ensuring any friction is addressed quickly
Maintain a clear and current picture of your regional pipeline tracking Partner engagement levels, referral volumes, and conversion activity
Report regularly to the Relationships Team Lead on the health of your region: what is working, where the opportunities are, and where support is needed