At a Glance
- Tasks: Lead new business sales in the financial advice and wealth management market.
- Company: Dynamic Planner, a leader in financial technology with a focus on innovation.
- Benefits: Competitive salary, flexible working, and opportunities for professional growth.
- Other info: Join a vibrant team with a strong focus on collaboration and success.
- Why this job: Make a real impact in a dynamic industry while driving transformative customer experiences.
- Qualifications: Experience in business development within financial services and excellent communication skills.
The predicted salary is between 36000 - 60000 £ per year.
This exciting and hugely visible business development role involves fully owning and leading new business sales into the growing and consolidating space within the financial advice and wealth management market. Focused on highly strategic and consultative sales, you will multi-thread your opportunities to ensure a wide range of stakeholders at each wealth firm are totally engaged and bought in to any sale. Dynamic Planner sells value – time, compliance, and a transformative customer experience. You will focus on the timeliness of each of your sales and ensure that every opportunity flows effectively through the pipeline to the point of closure. You will also be focused on generating opportunities, whether that be through working alongside Marketing or through your own networking and lead generation.
- Hit and exceed growth targets of large adviser and wealth manager license sales (defined as 20 - 100 advisers).
- Originate and deliver your sales strategy for new logo in the highly active growing consolidator space.
- Own the end-to-end sales process from pipeline creation, development and close.
- Follow a structured and repeatable values lead sales processes to hit your own sales quota.
- Deliver solid forecasting in the short, medium and long term.
- Your pitch quality is exemplary – true SaaS sales with road map and vision.
- Use personal contacts and networks to drive leads.
- Monitor and report on all areas of the pipeline.
- Be a face of Dynamic Planner, presenting publicly and contributing to PR.
Job Requirements
- Held a BDM role within the retail financial services / wealth management technology sector. Ideally a hybrid (phone / video) and face to face.
- Track record of making SaaS sales to large financial advice firms. API sales an advantage.
- Experience and understanding of the independent financial adviser space particularly at consolidator level.
- Knowledge of vertically integrated consolidators an advantage.
- Excellent pipeline management and forecasting skills.
- Proven ability to meet and exceed sales targets.
- A naturally positive influencer.
- Proven value based, consultative selling approach.
- Excellent presentation skills.
- Impeccable written and oral communication skills.
Education & Qualifications
- Financial Adviser professional qualifications preferred.
- Degree level education preferred in related field.
Job Responsibilities
- To contribute to the adviser sales strategy in Dynamic Planner and be a key contributor to delivering the product and its APIs to an even greater number of financial advisers and wealth managers in the UK.
- To manage the Large sales strategy seamlessly aligning to the company wide strategic initiatives and other departmental strategic plans.
- To hit sales quotas in the Large space.
- Using the MEDDIC sales approach to understand prospect and client technical requirements and shape the solution with support from pre-sales technical consultants.
- Deliver expert software demonstrations, with the ability to use product and PowerPoint seamlessly, whilst reading the language in the room and pivoting the pitch in a live environment.
- Be an exceptional negotiator and skilled closer, with the ability to articulate the value proposition throughout the journey.
- Work alongside client success and implementation to deliver projects to live.
- Be physically and digitally present regularly delivering value at industry events and networking.
- Manage and report on individual pipeline and have full visibility on future forecasting.
- Drive commercial agreements alongside legal.
- Devise and continually monitor and improve sales process including positioning and presentation.
- Co-create with marketing, sales collateral including video and the written word.
- Work alongside marketing to drive more awareness and promotion of Dynamic Planner.
- Systematically feedback to marketing on messaging.
- Systematically feedback to the wider organisation the competitive landscape in the field.
- To contribute to ‘Voice of the Customer’ and feedback via client success on product feedback.
Senior Business Development Executive in Reading employer: Dynamic Planner
Dynamic Planner is an exceptional employer that fosters a collaborative and innovative work culture, empowering employees to excel in their roles. With a strong focus on professional development, you will have access to numerous growth opportunities while working in a vibrant location that encourages creativity and teamwork. Join us to be part of a forward-thinking company that values your contributions and supports your career aspirations in the dynamic FinTech landscape.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Business Development Executive in Reading
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial advice and wealth management space. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential leads on LinkedIn. The more connections we make, the better our chances of landing that dream job!
✨Tip Number 2
Perfect your pitch! When you get the chance to present, whether it’s a formal meeting or a casual chat, make sure your pitch is sharp and tailored to your audience. We want to showcase how Dynamic Planner can add value to their business, so practice makes perfect!
✨Tip Number 3
Follow up like a champ! After any meeting or networking event, send a quick follow-up message to thank them for their time and reiterate your interest. This keeps us top of mind and shows that we’re genuinely interested in building a relationship.
✨Tip Number 4
Utilise our website! Apply directly through the StudySmarter site to ensure your application gets the attention it deserves. Plus, keep an eye on our blog and resources for tips on how to ace interviews and stand out in the competitive job market!
We think you need these skills to ace Senior Business Development Executive in Reading
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Senior Business Development Executive. Highlight your experience in the financial services sector and any relevant SaaS sales achievements. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your consultative selling approach and how you've successfully engaged multiple stakeholders in previous roles. Let us know why you're excited about joining StudySmarter!
Showcase Your Sales Strategy:In your application, don’t forget to mention your sales strategies and how you've hit or exceeded targets in the past. We love seeing a structured approach, so share your methods and successes with us!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us. Good luck!
How to prepare for a job interview at Dynamic Planner
✨Know Your Product Inside Out
Before the interview, make sure you have a deep understanding of Dynamic Planner and its offerings. Familiarise yourself with the features, benefits, and how they align with the needs of financial advisers and wealth managers. This will help you articulate your value proposition effectively during the interview.
✨Master the MEDDIC Sales Approach
Since the job requires using the MEDDIC sales approach, brush up on this methodology. Be prepared to discuss how you've applied it in past roles, particularly in understanding client requirements and shaping solutions. This will demonstrate your strategic thinking and consultative selling skills.
✨Showcase Your Networking Skills
Highlight your ability to generate leads through networking and personal contacts. Share specific examples of how you've successfully built relationships within the financial services sector. This will show that you can drive opportunities and engage stakeholders effectively.
✨Prepare for Role-Playing Scenarios
Expect to engage in role-playing exercises during the interview, especially around delivering software demonstrations or negotiating deals. Practise articulating the value proposition clearly and pivoting your pitch based on the audience's reactions. This will showcase your adaptability and presentation skills.
