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The Leadership Sessions: Turning Sales Success into Leadership with Paula Mercer
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What does it really take to move from a sales role into leadership in financial services?
In this episode of The Leadership Sessions on NRG Insights, Marcus sits down with Paula Mercer, Sales Director at LendInvest, to talk about her career journey, the mentors who shaped it, and the lessons she’s learned along the way.
With 17 years in financial services, Paula has gone from BDM roles to senior leadership, leading teams, driving growth, and shaping culture in specialist finance. Her story is packed with practical advice for anyone looking to take the next step in their own career.
In this episode:
- How Paula’s career developed from broker support into leadership roles
- The role of mentorship (and why every aspiring leader needs a Maria Harris)
- What makes the transition from BDM to leadership so challenging
- Why understanding underwriting and operations makes you a better leader
- The importance of diversity, inclusion, and mental health in modern leadership
Whether you’re a BDM, broker, mortgage adviser, or future leader in financial services, Paula’s insights will help you see what it really takes to build a career that lasts — and a leadership style that makes a difference.
If you like this episode, don’t forget to share and tag NRG in your post and let us know what you liked so we can record more fantastic content for you.
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