- 24th March 2025
- Posted by: Alpha Asset Finance
- Category: Alpha News
At Alpha Asset Finance, career growth and personal development are core to our values.
This case study highlights the journeys of Joe and Jack, who both progressed rapidly from direct sales roles to becoming National Asset Finance Brokers within their first year.
Here, they share their experiences, challenges, and key lessons learned along the way.
Can you tell me about your professional background before joining Alpha?
Joe:
I began my career with a customer service apprenticeship at a leisure centre, transitioning into membership sales. Later, I moved into sales roles within manufacturing and wholesaling but found them repetitive. Joining Alpha Asset Finance appealed to me as a fresh, exciting opportunity to break away from that monotony.
Jack:
Initially, I ran my own car detailing business before briefly working at a car dealership. Afterwards, I founded another company focused on commercial office services. Insurance challenges pushed me towards employment again, and after meeting Brad and Paul, the directors at Alpha, I was attracted to the supportive culture and promising career opportunities.
What initially attracted you to Alpha Asset Finance?
Joe:
The unique atmosphere stood out when I stepped into Alpha’s office. It wasn’t the typical corporate environment. The relaxed yet professional vibe made me instantly comfortable, and the clarity around career progression sealed my interest.
“Everyone seemed really nice. I instantly wanted to know more.”
Jack:
Having personally known Brad and Paul beforehand, their openness and genuine commitment to employee growth attracted me. The potential for clear and rapid career progression was extremely appealing and motivated me to join Alpha.
How were your initial experiences in direct sales at Alpha?
Joe:
My initial weeks were challenging because I needed to learn, but Alpha provided exceptional training and support, particularly from experienced colleagues. While picking up the phone to make cold calls was intimidating at first, the supportive environment quickly built my confidence.
“It was nerve-wracking, but the process was made easy by the quality of training we received and support from people around us.”
Jack:
Honestly, the thought of cold calling was daunting. However, once I started, I realised how powerful and effective it was. Support from the team at Alpha helped ease the initial discomfort, making it easier to handle rejection and persist.
What challenges did you encounter early on, and how did you overcome them?
Joe:
The slow-burning nature of sales initially tested me. It took months to see tangible results, making it tough to stay motivated. However, maintaining consistency and trusting the advice and training from Alpha helped me push through until success started flowing.
Jack:
Handling rejection on cold calls was tough initially. Changing my mindset and learning not to take rejection personally was critical. Alpha’s supportive culture played a significant role in helping me develop resilience and persistence.
“If someone tells you to do one, just move on to the next call, stay consistent . . . It’s all about mindset”
What was the key turning point in your career progression at Alpha?
Joe:
A major turning point was securing my first substantial deal after months of groundwork. It validated everything Alpha had trained me in and boosted my confidence significantly.
Jack:
My turning point was in October when a strong sales month showed me how achievable success was at Alpha. This motivated me even further and opened the doors to the broker role.
How did Alpha support your progression into becoming a Broker?
Joe:
Alpha continually encouraged open conversations about progression, clearly outlining what was required to reach the next level. Their willingness to reward performance quickly with new opportunities was extremely motivating.
Jack:
Alpha placed significant trust in us early, providing greater freedom and responsibility as brokers. This trust accelerated our growth, allowing us to refine relationships with clients and significantly increasing job satisfaction and performance.
“Brad and Paul always give us back what we put in. They reward your effort and trust you.”
What does your current role as a Broker involve, and what motivates you?
Joe:
As a broker, the job involves building and maintaining strong client relationships, managing deals end-to-end, and visiting clients regularly. The role is rewarding, especially when helping small businesses secure financing they previously struggled to obtain.
“Every deal is different… everything stays interesting and fun… you’re helping small businesses that have struggled in the past.”
Jack:
Being a broker gives us the autonomy to manage relationships deeper and more personally. Each deal is different, making every day interesting. The impact we have on businesses, supported by Alpha’s network and resources, provides continuous motivation.
What advice would you give someone looking to join Alpha and replicate your success?
Joe:
Be confident, willing to learn, and proactive. Even without direct experience, showing willingness and openness to challenges at Alpha will set you apart.
“Pick up the phone, apply, and show willingness and confidence – you’ll get there.”
Jack:
Adopt the right mindset early – don’t fear rejection, and actively ask questions. Trust the process, stay consistent, and success at Alpha will follow.
“Do not be scared of rejection – the quicker you get past that, the quicker success will come.”
“Consistency throughout the journey… Trust the process.”
Conclusion
The rapid progression of Joe and Jack from Direct Sales Representatives to National Asset Finance Brokers demonstrates Alpha’s dedication to developing talent and driving career growth.
Ready to write your own success story? Your professional goals can become a reality with Alpha’s personalised mentorship and clear advancement pathways.
