Business Development Specialist
Posted on Apr 9, 2021 by CV-Library
Role: Business Development Specialist
Salary: Dependent on experience level
Our client is a small but growing financial services business that puts their customer interests at the forefront of everything it does. They believe in hard work making a meaningful impact.
You’ll be a key member of the business development team being the first face and voice of the organisation; you’ll need to create a good and lasting impression with every contact you make.
You’ll be trained, developed and accredited so you’re equipped with the skills and knowledge to talk about our savings products and to deal with more complex enquiries made by existing and potential members. You’ll have lots of variety on a day-to-day basis including telephone calls, email, on-line chat and face-to-face via appointments and events.
1. PURPOSE OF JOB
1.1) Supported by the Lead Business Development Specialist and Chief Commercial Officer, build and maintain relationships with intermediaries, members, and potential members.
1.2) Increasing intermediary and direct relationships as business levels require.
1.3) Attaining new members and policies in line with the distribution strategy to achieve the desired mix of business.
1.4) With the assistance of the Lead Business Development Specialist and Chief Commercial Officer, planning and implementing new marketing/engagement activities including events.
1.5) Intermediary training.
1.6) Maintaining exceptional service standards for our members, potential members and supporting intermediaries.
1.7) To assist with charity relations, events, donations and awards.
1.8) To assist the Lead Business Development Specialist, Chief Commercial Officer, Chief Operating Officer or Chief Executive Officer with projects or work as required.
2. DUTIES AND RESPONSIBILITIES
2.1) Business Development
Under the guidance of the Lead Business Development Specialist and Chief Commercial Officer, focus on the development and maintenance of sustainable relationships with direct clients and intermediaries through a co-ordinated programme of face-to-face and other communications.
2.1.1) To identify and develop new professional and corporate connections to achieve targeted business growth.
2.1.2) To assist the Lead Business Development Specialist and Chief Commercial Officer with the constant development and implementation of the member engagement strategy.
2.1.3) To maintain comprehensive and accurate records of client and intermediary development activity.
2.1.4) To prepare and maintain sales aids and presentation material.
2.1.5) To assist with the preparation of regular intermediary emails.
2.1.6) To assist with the annual and quarterly member newsletters.
2.1.7) To assist with the planning and management of internal and external events.
2.1.8) To assist the Lead Business Development Specialist and Chief Commercial Officer with other business development / marketing activities as appropriate to gain experience.
2.1.9) To assist the Chief Operating Officer with member research / profiling.
2.1.10) To attend promotional/sponsorship events.
2.1.11) To keep up to date with competitor offerings in terms of products, bonus rates, Direct offers and intermediary remuneration.
2.1.12) To prepare relevant and timely reports from the computer systems as required by the Lead Business Development Specialist and Chief Commercial Officer by maintaining appropriate data.
2.1.13) Plan and deliver intermediary training as required including the annual ‘Introducer Training’ session either face to face, by webinar or slideshow.
2.1.14) To deputise for colleagues in their absence.
2.2) New Business
2.2.1) To process commissions timely and accurately.
2.2.2) To undertake ‘home visits’ for local existing and potential members as required.
2.2.3) To encourage and undertake ‘office visits’.
2.2.4) To action New Business follow ups including but not limited to, Prospects, Applications and Maturities.
2.2.5) Service follow up emails/calls.
2.2.6) Contact clients who return their satisfaction forms where applicable.
2.2.7) To respond to enquiries regarding all aspects of new business generation.
2.2.8) To provide a service out of ‘normal’ office hours as required.
2.2.9) To provide accurate and timely quotations, literature, information to members, financial advisers and introducers.
2.2.10) To conduct non-advised sales and deal with new applications and new business enquiries over the telephone and face to face, maintaining accreditation at all times.
2.2.11) To oversee the maintenance of intermediary records on Navision, the website and on the SharePoint database.
2.3) Special Projects
2.3.1) The Executive/Management team may require assistance with special projects, so you may be called upon to assist should your skillset/experience fit the project brief.
2.4.1) To deal with correspondence, enquiries and requests as required relating to new business/prospects/follow ups and intermediaries.
2.4.2) Answering of the telephone and responding to web/e-mail / on-line chat enquiries that are relevant to your role.
2.4.3) To provide cover as required for other members of staff.
2.4.4) To liaise with colleagues and intermediaries to ensure the necessary levels of service and support.
2.4.5) To maintain brochure and literature stocks on a rota basis, re-stocking packs / drawers and liaising with the Lead Business Development Specialist and Chief Commercial Officer regarding re-print requirements.
2.4.6) To create and maintain various manual and procedure notes.
2.4.7) To attend and contribute to workflow meetings as required.
2.4.8) Completion and maintenance of third-party information provider data such as Synaptics, Money Management and Moneyfacts.
2.4.9) To use the pool car for business purposes.
2.4.10) To carry out any other duties as requested by the Lead Business Development Specialist, Chief Commercial Officer, Chief Operating Officer ,Chief Executive Officer and the Member Services Team Manager that are appropriate to the position held.
3. Principal Accountabilities
3.1) Accurate and up to date computer records for members and policies.
3.2) Efficient and courteous dealings with all customer / client and intermediary enquiries.
3.3) To ensure that all members are treated fairly and to report any Conduct Risk or fair treatment of customer (TCF) issues immediately to the Chief Operating Officer.
3.4) To maintain the confidentiality of member policies and all dealings.
3.5) To undertake on-the-job and/or external training as required by the Lead Business Development Specialist / Chief Commercial Officer / Chief Operating Officer.
3.6) To always represent the organisation in a professional and business-like manner.
The successful candidate:
You’ll need to be a team player but also be able to work alone, you must be a confident communicator with people at all levels. You'll have great attention to detail and be able to keep calm under pressure and be quick to learn new things. In return they offer excellent working conditions including free on-site parking and a great benefits package.
Previous experience in financial services is preferred but isn’t essential, and we’re keen to hear from you if you’ve had a sales-customer service and / or business development background.
Glu Recruit are an equal opportunities employer
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