Managing Director and Head of Business Development

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.