Job description
Job title: Business Development Manager
Location: London & surrounding areas
Hours: Full time
Working Pattern: We’ll need you to be based in London for this role as the territory covers this geographical area. You’ll work flexibly, splitting your time between ‘on the road’ meeting clients face to face and working from home.
About this opportunity:
Reporting into our Intermediary Distribution Manager, you’re required to develop and manage both new and existing relationships across London & the South East within the intermediary market, exerting the required drive, technical expertise and influence to increase the flow of new business, to help achieve our market share aspirations.
What you’ll be doing:
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Responsible for the development of relationships and new business from a defined segment of accounts, to achieve set sales and retention targets for Platform and our SW Fund range of multi-asset funds, whilst referring on any Workplace or Protection opportunities which could arise from your panel of accounts, working collaboratively to bring to bear our multi-channel proposition. Deliver & exceed your distribution targets.
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Formulate and implement an effective business plan to include appropriate strategies for your account responsibilities, which will include a detailed understanding of the people, business strengths, weaknesses, goals and decision-making behaviour of each selected Intermediary which will meet or exceed new business growth and profit targets.
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Identify and exploit business opportunities with your panel of Intermediaries to build mutual business benefit. Lead and oversee the sales approach, coordinating activities with each account in your region.
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Agree and successfully implement a development approach with your Intermediary Distribution Manager.
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Develop and implement multi-level contact strategies within panel and align with specified risk and compliance procedures and practices ensuring that you’re operating within Lloyds Banking Group policies at all times.
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Fully engage with and optimise Scottish Widows Specialist resources to improve business opportunities within your Region.
What you’ll need:
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Experience of working in financial services, including focus on investment platforms / platform-based solutions.
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Strong business development and/or relationship skills, preferably within an intermediated environment.
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Excellent presentation and interpersonal skills including both face to face, telephone and in virtual environments.
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Ability to lead a pitch team and present tailored solutions to clients.
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A strong understanding of market insight. Particularly the Intermediary market, including regulatory, technical and legislative changes and opportunities
It would also be useful if you had:
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Achievement of CII/PFS Level 4 Qualification
About working for us:
We’re disability confident. So, if you’d like reasonable adjustments to be made to our recruitment processes, just let us know.
If you’re excited by the thought of becoming part of our team, get in touch. We’d love to hear from you!