At a Glance
- Tasks: Engage with financial advisers via phone, promoting AIR's tech and services.
- Company: Join Air Club, the UK's largest community in later life lending.
- Benefits: Enjoy 23 days holiday, pension contributions, and wellbeing days.
- Other info: Dynamic role with opportunities for personal and professional growth.
- Why this job: Make a real impact in the financial sector while developing your skills.
- Qualifications: Experience in sales or customer service; strong communication skills required.
The predicted salary is between 26100 - 31900 £ per year.
Part of the Key Group of companies, Air Club is the largest community of its kind in the later life lending market with over 8,000 members across the UK. Specifically designed to help advisers and brokers to develop their business, with the tools and infrastructure to compete with large sector specialists. Air Sourcing, our technology solution, allows advisers to source all later life lending products in real time, enabling them to select a suitable product for their clients' needs.
The Telephone Business Development Manager will proactively engage with financial advisers through telephone-based business development activity, promoting AIR's proposition and supporting advisers to maximise their use of AIR's technology and services. The role focuses on increasing adviser engagement, driving platform activity, promoting events and webinars, and supporting wider business objectives by growing sessions, illustrations and completions.
Main Duties & Responsibilities
- Work collaboratively with the Head of Distribution on a weekly basis to support the ongoing objectives as set by the Air leadership team.
- Assist the Head of Distribution with the monitoring of adviser activity using all available data to identify opportunities to increase adviser engagement with our services.
- Demonstrate and continuously embed the company values in every aspect of the role.
- Proactively contact financial advisers through outbound calls to build and develop relationships, conducting telephone and online meetings with advisers where appropriate.
- Promote AIR's products, services, system functionality, webinars, events and marketing campaigns.
- Support advisers in understanding and maximising the benefits of AIR's technology solutions and drive adviser engagement and activity across the Air platform.
- Increase sessions, illustrations and completions in line with agreed business objectives and targets.
- Deliver excellent service across telephone, email and online communication channels.
- Develop a strong understanding of the later life lending market and AIR's proposition.
- Maintain accurate records of adviser interactions, opportunities, and outcomes within CRM systems.
- Achieve agreed KPIs, activity measures and business development targets.
- Continuously develop product, market and industry knowledge.
Skills & Experience
Essential
- Experience within an outbound customer service, sales, account management or business development environment.
- Strong communication and relationship-building skills.
- Ability to engage confidently and professionally with financial professionals.
- Proven ability to influence behaviours and drive customer engagement.
- Excellent interpersonal skills with the ability to build rapport quickly.
- Strong organisational and time management skills with attention to detail.
- Ability to work effectively in a busy and ever-changing environment.
- Self-motivated with a proactive approach to achieving objectives.
- Comfortable working towards activity measures and business targets.
Desirable
- Experience within financial services.
- Understanding of the mortgage, equity release or later life lending market.
- Experience promoting products or services to professional customers.
- Experience using CRM systems and customer engagement tools.
Most of all we look for people who display and work around the core values of our business: Ambitious - to break ground to help our customers enjoy a better retirement. Supportive - relationships are key to everything we do. Personal - going above and beyond to offer exceptional service. Integrity - honest, true and transparent in all of our relationships. Responsive - whatever the challenge we'll deliver the right result. Expert - experts in our field, our thirst for knowledge never stops.
Benefits:
- 23 days holiday, plus bank holidays, rising to 28 days based on length of service.
- Additional holiday purchase scheme.
- 1 extra day to carry out charity work, and another day for your choice of wellbeing activity.
- Pension: 5% Employee and 8% Employer.
- Simply health cashback plan.
- Life Assurance x4 salary.
Telephone Business Development Manager in Gloucester employer: Key Group
More2Life is an exceptional employer that offers a supportive and collaborative work environment, perfect for those looking to kickstart their legal career. With a strong focus on employee development, you will gain invaluable experience in property law while enjoying generous benefits such as enhanced holiday allowances, a robust pension scheme, and opportunities for personal growth. Located in Preston, you'll be part of a pioneering team dedicated to helping customers achieve financial freedom in retirement, all while upholding our core values of ambition, support, and integrity.
StudySmarter Expert Advice🤫
We think this is how you could land Telephone Business Development Manager in Gloucester
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Key Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Telephone Business Development Manager in Gloucester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Key Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Key Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Key Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Key Group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Key Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Key Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
