Field Representative
CV-LibraryBath, Bath and North East SomersetpermanentPosted: 13 March 2026
Apply NowWe’re seeking a proactive and commercially minded Field Officer to play a key role in expanding our membership and driving sustainable business growth. This is a highly outward-facing, field-based position focused on building trusted relationships, increasing visibility, and converting engagement into measurable results.
You’ll be the face of the organisation across venues and head office locations, promoting our financial products and services through a membership-first approach. Success will be driven by your ability to generate quality leads, strengthen member relationships, and deliver against growth objectives.
What You’ll Be Responsible For
Membership & Relationship Growth
* Build, develop, and maintain strong relationships with stakeholders, decision-makers, and internal teams at all levels
* Act as a trusted partner to members, creating opportunities for deeper engagement and long-term retention
Business Development & Lead Generation
* Generate new business opportunities through presentations, events, meetings, and targeted outreach
* Strengthen regional presence by identifying and capitalising on local engagement opportunities
* Create and progress leads through to conversion, supporting overall growth targets
Product & Campaign Delivery
* Develop a strong working knowledge of all products and services to confidently represent the organisation
* Collaborate closely with Marketing to plan and deliver coordinated campaigns, promotions, and events
* Identify innovative routes to market, including partnerships and new engagement channels
Planning, Reporting & Administration
* Effectively manage your diary, travel, and workload in line with Field Team priorities
* Maintain accurate and up-to-date records using CRM systems, including activity logs and call trackers
* Monitor expenses carefully and contribute to long-term cost control
Internal Collaboration
* Work with officers and staff to arrange product briefings, presentations, and one-to-one meetings
* Provide support on additional tasks and initiatives within your skill set as required
About You
Personal Qualities
* Confident, engaging communicator with strong influencing skills
* Highly organised, adaptable, and comfortable managing a varied workload
* Collaborative, approachable, and an excellent listener
* Motivated by results while remaining member-focused and service-driven
* Self-sufficient, proactive, and comfortable working independently
* Professional, enthusiastic, and passionate about making an impact
Skills & Experience
* Demonstrable experience working within a regulated financial services environment
* Proven success delivering member engagement, relationship management, or service strategies
* Confident presenter with experience delivering training or group sessions
* Strong analytical skills with the ability to report on activity and performance
* Excellent time management and organisational capabilities
* Competent user of Microsoft Office and CRM platforms
Desirable Qualifications
* Degree or equivalent professional qualification
* Relevant financial services qualification
You’ll be the face of the organisation across venues and head office locations, promoting our financial products and services through a membership-first approach. Success will be driven by your ability to generate quality leads, strengthen member relationships, and deliver against growth objectives.
What You’ll Be Responsible For
Membership & Relationship Growth
* Build, develop, and maintain strong relationships with stakeholders, decision-makers, and internal teams at all levels
* Act as a trusted partner to members, creating opportunities for deeper engagement and long-term retention
Business Development & Lead Generation
* Generate new business opportunities through presentations, events, meetings, and targeted outreach
* Strengthen regional presence by identifying and capitalising on local engagement opportunities
* Create and progress leads through to conversion, supporting overall growth targets
Product & Campaign Delivery
* Develop a strong working knowledge of all products and services to confidently represent the organisation
* Collaborate closely with Marketing to plan and deliver coordinated campaigns, promotions, and events
* Identify innovative routes to market, including partnerships and new engagement channels
Planning, Reporting & Administration
* Effectively manage your diary, travel, and workload in line with Field Team priorities
* Maintain accurate and up-to-date records using CRM systems, including activity logs and call trackers
* Monitor expenses carefully and contribute to long-term cost control
Internal Collaboration
* Work with officers and staff to arrange product briefings, presentations, and one-to-one meetings
* Provide support on additional tasks and initiatives within your skill set as required
About You
Personal Qualities
* Confident, engaging communicator with strong influencing skills
* Highly organised, adaptable, and comfortable managing a varied workload
* Collaborative, approachable, and an excellent listener
* Motivated by results while remaining member-focused and service-driven
* Self-sufficient, proactive, and comfortable working independently
* Professional, enthusiastic, and passionate about making an impact
Skills & Experience
* Demonstrable experience working within a regulated financial services environment
* Proven success delivering member engagement, relationship management, or service strategies
* Confident presenter with experience delivering training or group sessions
* Strong analytical skills with the ability to report on activity and performance
* Excellent time management and organisational capabilities
* Competent user of Microsoft Office and CRM platforms
Desirable Qualifications
* Degree or equivalent professional qualification
* Relevant financial services qualification