At a Glance
- Tasks: Engage with financial advisers via phone to boost their business using our innovative technology.
- Company: Join Air Club, the largest community in later life lending with over 8,000 members.
- Benefits: Enjoy 23 days holiday, a generous pension scheme, and health cashback plan.
- Other info: Dynamic role with opportunities for growth and development in a supportive environment.
- Why this job: Make a real impact by helping advisers thrive in their business and retirement planning.
- Qualifications: Experience in sales or customer service, strong communication skills, and knowledge of financial services.
The predicted salary is between 44100 - 53900 £ 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
- Supporting wider business objectives by growing sessions, illustrations, and completions
Key responsibilities include:
- Assisting the Head of Distribution with monitoring adviser activity using all available data to identify opportunities to increase adviser engagement with our services
- Proactively contacting financial advisers through outbound calls to build and develop relationships, conducting telephone and online meetings with advisers where appropriate
- Increasing sessions, illustrations, and completions in line with agreed business objectives and targets
- Delivering excellent service across telephone, email, and online communication channels
- Maintaining accurate records of adviser interactions, opportunities, and outcomes within CRM systems
- Achieving agreed KPIs, activity measures, and business development targets
Requirements:
- 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
- Comfortable working towards activity measures and business targets
- Experience within financial services
- Understanding of the mortgage, equity release, or later life lending market
- Experience using CRM systems and customer engagement tools
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
- Expert - experts in our field, our thirst for knowledge never stops
Benefits include:
- 23 days holiday, plus bank holidays
- Additional holiday purchase scheme
- Pension: 5% Employee and 8% Employer
- Simply health cashback plan
- Life Assurance x4 salary
Telephone Business Development Manager (Permanent) in Gloucester employer: Key Group
At Air Club, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters ambition and expertise in the later life lending market. Our employees benefit from comprehensive support, including a generous holiday allowance, a robust pension scheme, and opportunities for professional growth within a collaborative environment. Join us in making a meaningful impact while enjoying the unique advantages of working with a leading community dedicated to empowering financial advisers across the UK.
