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- Tasks: Join our Business Development team to connect with potential clients and support sales initiatives.
- Company: Bartlett is a leading insurance broker and financial adviser, established in 1940.
- Benefits: Enjoy competitive salaries, generous holidays, private medical insurance, and a wellbeing allowance.
- Why this job: Be part of a supportive culture that values training and personal growth while making a social impact.
- Qualifications: Strong communication skills and proficiency in CRM databases; experience in financial services is a plus.
- Other info: We promote equal opportunities and support adjustments for applicants with diverse needs.
The predicted salary is between 36000 - 60000 £ per year.
Bartlett Employee Benefits division is growing fast and looking for an ambitious, articulate and entrepreneurial Business Development Executive, with a strong track record, to support our continued growth. Our team is the most important part of our success and we pride ourselves on providing all of our colleagues with the necessary tools and training to thrive and become experts in their field.
Working within our Business Development team, you will provide your colleagues with qualified appointments with prospective clients, sharing in the continued success of the business. Although experience within financial services is preferred, it is not essential. Bartlett has a history of developing exceptional talent from a variety of sectors and providing the training and support to allow everyone to reach their potential.
- Develop a thorough understanding of our products and services and what makes Bartlett an exceptional advisory firm for Employee Benefits (training is provided).
- Contact pre-identified prospective clients through outbound phone calls, email, LinkedIn and other marketing channels.
- Support the sales team with marketing projects and campaigns.
- Identify and proactively speak to the decision makers for Employee Benefits ensuring qualified, quality and productive meetings are set for the Business Development team.
- Participate in new business initiatives, contributing ideas to these wherever possible.
- Undertake prospect database cleansing activities.
- Promptly and accurately update and maintain databases of prospective client data.
- Manage a task and diary system, supporting the ongoing contact strategy for the prospective client database.
- Achieve and maintain the required level of Training & Competence.
You are a strong and articulate communicator with a proficient level of written and spoken English and grammar. Ability to efficiently manage your own workload often without supervision. Experience of working with CRM databases. You are proficient in Word and Excel with strong organisational/administrative skills.
We offer very competitive salaries and a market leading benefits package:
- Competitive salary (based on experience)
- Total earnings of up to £50k
- Generous holiday allowance starting at 25 days plus bank holidays, with the ability to purchase more days and volunteering days
- 7% employer pension contributions
- Private Medical Insurance
- Life Assurance
- Cycle to Work Scheme
- Free Onsite Gym
- £500pa wellbeing allowance to spend on health related items (including our inhouse personal trainers/health apps/health screenings/books/subsidised yoga classes/dedicated wellbeing team)
- Electric Car Scheme with free onsite electric charge points
- Dedicated professional training budget
- Staff discounts on insurance products and financial planning services
Established in 1940, Bartlett is one of the UK’s leading insurance brokers and financial advisers. Recognised for our enduring focus on clients and employees, in the last 5 years alone we have been named as UK Broker of the Year, Commercial Lines Broker of the Year, the UK’s #1 Financial Adviser in the Financial Times Top 100 and Best Employer at the Yorkshire Financial Awards.
Today, the business is proudly managed by the third generation of the Bartlett family, acting for businesses across the UK – from regional firms to large multi-national employers. And when you join Bartlett, you also help support vulnerable young people across the UK and abroad. We do this by giving 8% of our pre-tax profits to support grassroots organisations. Bartlett is an equal opportunities employer and welcomes applications from all suitably qualified individuals, regardless of race, sex, disability, religion or belief, sexual orientation, or age. If you require any adjustments or accommodations during the application or interview process, whether related to a disability, neurodiversity, or any other need, please let us know.
Business Development Executive Director employer: Bartlett Group
Contact Detail:
Bartlett Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Development Executive Director
✨Tip Number 1
Familiarise yourself with Bartlett's products and services. Understanding what makes us unique in the Employee Benefits sector will not only help you during interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Leverage LinkedIn to connect with current employees at Bartlett. Engaging with them can provide you with insider insights about the company culture and expectations, which can be invaluable during your discussions.
✨Tip Number 3
Prepare to discuss your previous experiences in business development, even if they are from different sectors. Highlighting transferable skills and how they can apply to the financial services industry will set you apart.
✨Tip Number 4
Showcase your organisational skills by discussing how you manage tasks and maintain databases. Providing specific examples of your experience with CRM systems will demonstrate your readiness for the role.
We think you need these skills to ace Business Development Executive Director
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Business Development Executive Director position. Understand the key responsibilities and required skills, and think about how your experience aligns with these.
Tailor Your CV: Customise your CV to highlight relevant experience in business development, client management, and any previous roles that demonstrate your ability to communicate effectively and manage workloads independently.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific reasons why you want to work at Bartlett and how you can contribute to their growth, particularly in the Employee Benefits sector.
Highlight Communication Skills: Since strong communication is essential for this role, ensure that your application reflects your proficiency in written and spoken English. Use clear and concise language, and provide examples of how you've successfully communicated in past roles.
How to prepare for a job interview at Bartlett Group
✨Know Your Stuff
Make sure you have a solid understanding of Bartlett's products and services. Familiarise yourself with what makes them stand out in the Employee Benefits sector, as this will show your genuine interest and preparedness during the interview.
✨Showcase Your Communication Skills
As a Business Development Executive, strong communication is key. Be ready to demonstrate your articulate speaking and writing abilities. Prepare examples of how you've effectively communicated with clients or colleagues in the past.
✨Prepare for Role-Specific Scenarios
Think about potential scenarios you might face in this role, such as contacting prospective clients or managing a CRM database. Be prepared to discuss how you would handle these situations, showcasing your problem-solving skills and initiative.
✨Highlight Your Organisational Skills
Since the role involves managing tasks and maintaining databases, be ready to discuss your organisational strategies. Share specific examples of how you've successfully managed your workload in previous positions, especially when working independently.
