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- Tasks: Engage with financial advisers to identify and secure profitable opportunities.
- Company: Join the UK's largest long-term savings and retirement business, committed to sustainability.
- Benefits: Enjoy flexible working, generous salary, bonuses, private medical cover, and 38 days annual leave.
- Why this job: Be part of a dynamic team making a real impact in the financial sector.
- Qualifications: Proven track record in business development and exceeding targets required.
- Other info: Open to applicants from all backgrounds; flexibility in work arrangements available.
The predicted salary is between 75000 - 105000 £ per year.
Job Type: Permanent
Location: Able to cover South East England. Time spent on the road and at home.
Flexible working: All of our roles are open to part-time, job-share and other types of flexibility. We will discuss what is important to you and balancing this with business requirements during the recruitment process.
Closing Date: 30th April
Salary and benefits: From £75k, plus an indicative bonus range of 30%-60%, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more.
Who are we? We want to be the best place that any of our 6,600 colleagues have ever worked. We’re the UK’s largest long-term savings and retirement business. We offer a range of products across our market-leading brands, Standard Life, SunLife, Phoenix Life and ReAssure. Around 1 in 5 people in the UK has a pension with us. We’re a FTSE 100 organisation that is tackling key issues such as transitioning our portfolio to net zero by 2050, and we’re not done yet.
The role: We’re on the search for a high performing, ambitious Business Development professional to join our growing business. The successful candidate will play a key role working with Financial Advisers in the wealth area to identify and secure profitable opportunities for the Standard Life Group, from a panel of Financial Adviser ('Adviser') firms; these opportunities will include both Standard Life's retail intermediary investment proposition and our retirement and long term savings products.
To be successful in this role, you will be a proven high achiever who is well versed in exceeding targets on a regular basis. The objective of the role is to increase business levels across all aspects of the investment proposition primarily through meeting (face to face and or virtually) financial advisers across a specified region.
What are we looking for?
- Responsible for engaging with and regularly meeting advisers in order to build, maintain and develop relationships, both face to face and hybrid.
- Accountable for achieving targeted business activity. This will include meeting targets, identifying business needs, outlining our value proposition, and follow up within agreed timescales.
- Keeping client records up to date in line with this activity.
- To deliver production of business plans for aligned area to define strategic interventions to exceed national and business centre targets across all Pension and Investment products, identifying and exploiting local and regional opportunities for growth.
- To be able to analyse business plans and using panel and sales MI to drive actions and future direction, to inform and evolve business plans for short, medium and longer term.
- Responsibility to present information in relation to the product and investment proposition at internal and external events, varying the approach to required audiences.
We want to hire the whole version of you. We are committed to ensuring that everyone feels accepted and welcome applicants from all backgrounds. If your experience looks different from what we’ve advertised and you believe that you can bring value to the role, we’d love to hear from you. If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best.
Please note that we reserve the right to remove adverts earlier than the advertised closing date. We encourage you to apply at the earliest opportunity.
Business Development Manager (Retail and Private Client Services) employer: Insurance Network
Contact Detail:
Insurance Network Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Development Manager (Retail and Private Client Services)
✨Tip Number 1
Network with professionals in the financial services sector, especially those who work with financial advisers. Attend industry events or webinars to connect with potential colleagues and learn more about the market.
✨Tip Number 2
Familiarise yourself with the products offered by Standard Life and other brands under the Phoenix Group. Understanding their value propositions will help you articulate how you can contribute to their growth.
✨Tip Number 3
Prepare to discuss your previous achievements in business development, particularly in exceeding targets. Be ready to share specific examples that demonstrate your ability to build and maintain relationships with financial advisers.
✨Tip Number 4
Research the current trends in the retail and private client services market. Being knowledgeable about the challenges and opportunities in this space will show your commitment and readiness for the role.
We think you need these skills to ace Business Development Manager (Retail and Private Client Services)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in business development, particularly in retail and private client services. Use specific examples of how you've exceeded targets and built relationships with financial advisers.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your skills align with their goals, especially regarding increasing business levels and developing strategic interventions.
Showcase Your Achievements: When detailing your work history, focus on quantifiable achievements. Include metrics that demonstrate your success in previous roles, such as percentage increases in sales or successful projects you led.
Research the Company: Familiarise yourself with The Phoenix Group's values, products, and recent initiatives, especially their commitment to net zero by 2050. This knowledge will help you tailor your application and show genuine interest.
How to prepare for a job interview at Insurance Network
✨Research the Company
Before your interview, take some time to understand the company's mission, values, and recent developments. Knowing about their commitment to net zero by 2050 and their various brands will help you align your answers with their goals.
✨Prepare for Relationship Building Questions
Since the role involves engaging with financial advisers, be ready to discuss your experience in building and maintaining professional relationships. Prepare examples that showcase your ability to connect and communicate effectively.
✨Demonstrate Your Target-Driven Mindset
The company is looking for a high achiever who meets targets regularly. Be prepared to share specific instances where you've exceeded targets in previous roles, and how you plan to achieve similar success in this position.
✨Showcase Your Analytical Skills
As the role requires analysing business plans and using sales MI, be ready to discuss your analytical skills. Provide examples of how you've used data to drive decisions and inform strategies in past positions.
