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- Tasks: Drive business growth by acquiring new clients and strengthening existing relationships.
- Company: Join a leading firm in insurance and financial planning with a hybrid work model.
- Benefits: Competitive salary, flexible working, and opportunities for professional development.
- Why this job: Make a real impact in a dynamic industry while building valuable relationships.
- Qualifications: Experience in business development and strong communication skills required.
- Other info: Inclusive employer committed to equal opportunities and career growth.
The predicted salary is between 42000 - 44000 £ per year.
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.
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.
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 you would like to see the full JD, please get in touch on ukjobs@cii.co.uk.
We are an inclusive employer and welcome applications from all backgrounds. If you require any reasonable adjustments during the recruitment process, please let us know. We are committed to ensuring all candidates have equal access and opportunity, in line with the Equality Act 2010.
Please note: 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.
Strategic BD Exec – Insurance & Financial Planning (Hybrid) employer: Chartered Insurance Institute
Contact Detail:
Chartered Insurance Institute Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Strategic BD Exec – Insurance & Financial Planning (Hybrid)
✨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. Building relationships can open doors to opportunities that aren’t even advertised!
✨Tip Number 2
Research is your best friend! Stay ahead of the game by keeping an eye on market trends and competitor activities. This knowledge will not only help you in conversations but also show potential employers that you’re proactive and informed about the industry.
✨Tip Number 3
Practice your pitch! Whether it’s a casual chat or a formal presentation, being able to clearly communicate your value proposition is key. Tailor your message to resonate with your audience, especially when discussing how you can drive business growth for them.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re genuinely interested in joining our team. So, hit that 'Apply' button and let’s get the conversation started!
We think you need these skills to ace Strategic BD Exec – Insurance & Financial Planning (Hybrid)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Strategic BD Exec. Highlight your experience in business development, especially in insurance and financial planning, and showcase how you've built strong client relationships.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention specific examples of how you've driven business growth and collaborated with teams to deliver results.
Showcase Your Communication Skills: Since communication is key in this role, make sure your application reflects your ability to convey ideas clearly. Whether it's through your CV or cover letter, demonstrate how you can engage stakeholders and present effectively.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates regarding your application status.
How to prepare for a job interview at Chartered Insurance Institute
✨Know Your Market
Before the interview, dive deep into the insurance and financial planning sectors. Understand current trends, key players, and potential challenges. This knowledge will not only impress your interviewers but also help you articulate how you can drive business growth effectively.
✨Showcase Relationship Building Skills
Prepare examples of how you've successfully built and maintained client relationships in the past. Use the STAR method (Situation, Task, Action, Result) to structure your responses, highlighting your strategic approach to account management and collaboration with internal teams.
✨Be Ready to Discuss Technology
Familiarise yourself with CRM systems and data analysis tools relevant to the role. Be prepared to discuss how you've used technology to inform decisions or identify new opportunities in previous roles. This shows you're proactive and embrace modern solutions.
✨Practice Clear Communication
Since you'll be presenting to senior stakeholders, practice articulating your thoughts clearly and confidently. Consider doing mock interviews with a friend or mentor, focusing on how you convey complex ideas simply and effectively, especially when discussing strategic plans.