Business Development Executive

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Working Pattern: Full-time (part-time considered for the right candidate)

Bartlett Group is expanding into a new division focused on the Charity & Care sector, and we’re looking for a capable, articulate Business Development Executive to help build strong, long-term relationships in this area.

This is a desk-based role at the centre of our new business activity. You’ll be part of an experienced and supportive team, working with people who take pride in doing things properly and value thoughtful, professional communication.

The Opportunity

You’ll be responsible for identifying and approaching decision-makers across the charity and care sectors, working alongside a highly experienced leadership team with over 20 years’ expertise in this field.

The work is consultative rather than transactional. The sector values sincerity, warmth and consistency over pressure or persuasion, so success in this role comes from listening, understanding and building trust over time.

Your main responsibilities will include:

• Making outbound calls to prospective clients within the charity and care sectors
• Building rapport and securing quality introduction meetings for the business
• Researching each organisation to tailor your approach
• Maintaining accurate and timely information in our CRM system
• Supporting marketing campaigns and sector initiatives

Our Ideal Candidate:

We’re looking for someone confident, resilient and commercially aware, who communicates naturally and knows how to adapt their style to different audiences.

You’ll bring:

• Proven experience in telesales or outbound business development
• Strong communication and relationship-building skills
• The ability to engage senior decision-makers professionally
• A proactive and organised approach to managing your workload
• Experience with CRM systems and Microsoft Office tools
• A positive, team-focused attitude

Experience within financial services or the charity and care sector is preferred. What matters most is professionalism, credibility, and the ability to hold informed, confident conversations. We can provide the support needed to upskill in insurance-specific areas.

Rewards:

We offer very competitive salaries and a market leading benefits package.

• Competitive salary (based on experience)
• 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
• Income Protection
• 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.

With an eye to the next decade (as opposed to the next quarter), we’re perfectly placed to continue to create meaningful and enjoyable careers for our colleagues across the UK, whatever their role.

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. In the last four years alone, we’ve raised over a million pounds to support some incredible causes.

Due to the volume of applications, we are unable to offer feedback to all submissions.

If you have not heard from us within 14 days, unfortunately your application has not been successful on this occasion.

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. We actively encourage applications from people of all backgrounds and identities, and are committed to fostering a diverse, equitable, and inclusive workplace.

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. We are committed to ensuring a fair and supportive experience for every candidate.

WE DO NOT REQUIRE ADDITIONAL AGENCY SUPPORT FOR THIS ROLE