At a Glance
- Tasks: Engage with financial advisers via phone to promote AIR's services and technology.
- Company: Join a leading company in later life lending with a supportive culture.
- 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 by helping advisers thrive in their business.
- Qualifications: Experience in sales or customer service, strong communication skills required.
We believe that helping people unlock a better retirement starts with helping everyone in our organisation unlock their true potential, and thrive. To do that, we’re mindful of staying true to the values that make us who we are, and proud of what we do. 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 which allows advisers to source all later life lending products in real time, allowing 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.
Behaviours
- We Look For Results-driven with a passion for achieving success.
- Enthusiastic and positive attitude.
- Proactive and self-motivated.
- Commercially aware with a customer-centric approach.
- Adaptable and comfortable embracing change.
- Strong team player with a collaborative approach.
- Ability to use insight and data to drive actions and outcomes.
- 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
- Key Group
Key Group Our purpose is to help people finance a better retirement. Our mission is to be the UK's leading later life lending company. Our connected portfolio of brands comprises of Key (The adviser), Key Partnerships (The partner), more2life (The lender) and Air Group (The Coach).
Your data will be used to support your application. To understand how we use your data please read our full privacy policy at https://www.wearekeygroup.co.uk/legal/privacy-policy
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Telephone Business Development Manager in Gloucester employer: Key Retirement Group Ltd
At Air Club, we pride ourselves on fostering a supportive and ambitious work culture that empowers our employees to thrive. As part of the Key Group, we offer exceptional benefits including generous holiday allowances, a robust pension scheme, and opportunities for personal growth within the dynamic later life lending market. Join us in making a meaningful impact while enjoying a collaborative environment that values integrity and expertise.
StudySmarter Expert Advice🤫
We think this is how you could land Telephone Business Development Manager in Gloucester
✨Leverage Your Network
In sales and business development, who you know can often be as important as what you know. Get involved with local networking events or industry meetups to connect with key players. Don't be shy—share your passion for the field and let folks know you're on the lookout for opportunities!
✨Show Your Skills Through Real-World Results
When targeting a full-time role like Telephone Business Development Manager at Key Retirement Group Ltd, presenting tangible results from your previous sales experience can set you apart. Bring along case studies or examples of how you've closed deals or expanded accounts, and don't forget to showcase your problem-solving prowess. It’s all about quantifying your success!
✨Engage with Sales Communities
Dive deep into online sales communities, like Sales Hacker or LinkedIn groups dedicated to sales professionals. Engaging in discussions and sharing insights can boost your visibility and might just put you on the radar of hiring managers looking for fresh talent in business development.
✨Direct Applications Matter
While we all know the online application route, consider sending direct applications to companies you admire, including Key Retirement Group Ltd. Tailor your message to explain why you’re drawn to them and how you can contribute as a Telephone Business Development Manager. Sometimes, a personal touch can grab attention faster than a generic application!
We think you need these skills to ace Telephone Business Development Manager in Gloucester
Some tips for your application 🫡
Show Off Those Sales Skills:In your CV and cover letter, highlight any previous sales or business development experience you have. Use numbers and examples to showcase your achievements – did you exceed sales targets or bring in new clients? Make those accomplishments shine!
Tailor Your Message for Key Retirement Group Ltd:When writing your cover letter, make sure to tailor your message specifically for Key Retirement Group Ltd. Show that you know the company’s mission and how your skills align with their goals in the sales landscape. This personalised touch will grab their attention!
Keep It Professional Yet Engaging:Sales is all about relationships, so while you want to maintain professionalism in your application, don’t be afraid to let your personality shine through. Engage the reader and demonstrate your enthusiastic approach to sales and business development!
Proof of Performance:Include any relevant certifications or training you’ve undertaken in sales or negotiation tactics. If you’ve attended workshops or courses, list these to showcase your commitment to professional development. This extra touch can set you apart from the competition!
How to prepare for a job interview at Key Retirement Group Ltd
✨Know Your Sales Methodologies
Brush up on popular sales methodologies like SPIN Selling or Challenger Sales. Being able to discuss these techniques and how you've applied them will show Key Retirement Group Ltd that you understand the role and can hit the ground running in the sales game.
✨Demonstrate Your Deal-Making Skills
Prepare to share stories from your past experiences where you closed deals, overcame objections, or started new client relationships. We want to show Key Retirement Group Ltd that you’re not just about numbers but also about building lasting connections in business development.
✨Prepare for Role-Play Scenarios
In a full-time sales interview, don’t be surprised if they throw in a role-play exercise to test your pitching skills. Practising how you would pitch a product or handle an objection will help us shine in this simulation—think of it like a dress rehearsal for your future sales calls!
✨Align Your Goals with the Company’s Vision
Take a moment to reflect on how your career ambitions align with Key Retirement Group Ltd’s objectives. When we articulate how our personal growth ties in with the company’s goals, it shows commitment and a genuine interest in contributing to their success.
