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For Companies At a Glance
- Tasks: Drive business growth by acquiring new clients and strengthening existing relationships.
- Company: Join the Chartered Insurance Institute, a leader in financial education and advocacy.
- Benefits: Enjoy 30 days annual leave, a pension plan, and access to a modern office with perks.
- Why this job: Make a real impact in the insurance and financial planning sectors while building your career.
- Qualifications: Strong relationship-building skills and strategic thinking are essential for success.
- Other info: Dynamic role with opportunities for travel and collaboration across teams.
The predicted salary is between 28800 - 48000 £ per year.
Hybrid, London – City
Full time, Permanent
Base pay range Chartered Insurance Institute provided pay range. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Our mission
The overarching purpose of the Chartered Insurance Institute (‘the Institute’) is to educate and support our members to deliver services to the highest professional standards and to advocate for the public good. By doing this the Institute builds and maintains public trust in the insurance, financial planning, and mortgage advice professions.
Our vision
Our vision is that CII and PFS professionals build a world which delivers ever greater financial resilience for individuals and societies more broadly.
Your role
In this role, you will drive business growth by acquiring new clients and strengthening relationships with existing ones, with a focus on regional broker and advisory firms in insurance and financial planning. You’ll promote the value of our products and services, ensuring their successful adoption across key accounts. You will develop and maintain long-term, multi-level relationships, creating account plans that align with client needs and our corporate proposition. Collaboration is key—you’ll work closely with internal teams to deliver tailored solutions and capitalize on growth opportunities. Your responsibilities include engaging stakeholders, contributing to strategic planning, and providing regular updates on business development activities. You’ll also conduct market research to identify new opportunities and stay ahead of industry trends, all while meeting revenue targets and ensuring exceptional client service.
Qualifications
You excel at building strong commercial relationships and turning opportunities into measurable business growth. You’re strategic and proactive—able to create account plans, manage a sales portfolio, and contribute to long-term business objectives. You communicate with clarity and impact, whether presenting to senior stakeholders or negotiating complex deals. You’re highly organized and adaptable, comfortable prioritizing a demanding workload and collaborating across teams to deliver results. You embrace technology and data, using CRM systems and market insights to inform decisions and identify new opportunities. You may be an experienced professional in the insurance or financial planning sector, confident in navigating market trends and understanding client needs. You are comfortable travelling regularly within the UK to meet with existing and new clients.
Benefits
- 10% non-contributory pension
- 30 days annual leave + bank holidays
- Life assurance
- Modern office space located in 20 Fenchurch Street (Walkie‑Talkie) with free Sky Garden access and discounts
Next steps
If you would like to explore this opportunity with us for the next step in your career, we look forward to receiving your application through the Apply feature at the top of this advert. If you have any queries or require assistance, please get in touch on ukjobs@cii.co.uk and we will endeavour to come back to you as soon as possible.
Recruitment Process
At the CII, we work with a carefully selected Preferred Supplier List (PSL) for recruitment. We do not accept speculative CVs and kindly request that agency recruiters do not contact our managers directly, to ensure a consistent and properly coordinated recruitment process. If you are interested in working with us in the future, please contact ukjobs@cii.co.uk. We review our PSL at set intervals and are happy to retain details for consideration when opportunities arise. Agencies who do not follow this process will be excluded from any future opportunities to work with us, including PSL reviews.
Business Development Executive employer: Chartered Insurance Institute
Contact Detail:
Chartered Insurance Institute Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Development Executive
✨Tip Number 1
Network like a pro! Get out there and connect with people in the insurance and financial planning sectors. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. The more connections you make, the better your chances of landing that Business Development Executive role.
✨Tip Number 2
Show off your skills! When you get the chance to chat with potential employers, highlight your experience in building strong commercial relationships and driving business growth. Use specific examples to demonstrate how you've turned opportunities into success stories—this will really make you stand out!
✨Tip Number 3
Research is key! Stay ahead of industry trends by doing your homework on the latest developments in insurance and financial planning. This knowledge will not only help you in interviews but also show that you're proactive and genuinely interested in the field.
✨Tip Number 4
Apply through our website! We love seeing applications come directly from candidates who are excited about joining us. Make sure to tailor your application to highlight how your skills align with our mission and vision—this will give you a leg up in the recruitment process.
We think you need these skills to ace Business Development Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Business Development Executive. Highlight your experience in building relationships and driving business growth, as these are key for us.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your strategic thinking and how you can contribute to our mission. Be sure to mention specific examples of your past successes.
Showcase Your Communication Skills: Since communication is crucial in this role, make sure your application reflects your ability to convey ideas clearly. Whether it's through your CV or cover letter, clarity and impact are what we’re looking for.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at Chartered Insurance Institute
✨Know Your Stuff
Before the interview, make sure you understand the Chartered Insurance Institute's mission and vision. Familiarise yourself with their products and services, especially how they relate to business development in the insurance and financial planning sectors. This will help you demonstrate your genuine interest and ability to contribute.
✨Showcase Your Relationship-Building Skills
As a Business Development Executive, your ability to build strong commercial relationships is crucial. Prepare examples of how you've successfully developed client relationships in the past. Be ready to discuss specific strategies you used to turn opportunities into measurable growth.
✨Be Strategic and Proactive
Think about how you can create account plans that align with client needs. During the interview, share your approach to strategic planning and how you’ve contributed to long-term business objectives in previous roles. This will show that you’re not just reactive but also proactive in driving business growth.
✨Embrace Technology and Data
Since the role involves using CRM systems and market insights, be prepared to discuss your experience with these tools. Highlight how you've used data to inform decisions and identify new opportunities. This will demonstrate your adaptability and tech-savviness, which are key for success in this position.
