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For Companies At a Glance
- Tasks: Build relationships with financial advisers and generate new business opportunities.
- Company: Join Octopus, a mission-driven company changing the world through innovation.
- Benefits: Competitive salary, untracked holiday, hybrid working, and wellness support.
- Why this job: Make a real impact in a role with growth potential and diverse opportunities.
- Qualifications: Strong communication skills and self-motivation to meet targets.
- Other info: Inclusive workplace valuing diversity and supporting personal development.
The predicted salary is between 36000 - 60000 £ per year.
Company Description
At Octopus, we’re entrepreneurs and we’re investors, on a mission to back the people, ideas and industries that will change the world.
Job Description
About the role: We’re looking for a BDM to work within our Intergenerational Planning team within our retail Sales and Customer Team. The Intergenerational Planning team is an integral part of the Sales and Customer team. It offers a unique service to financial advisers, solicitors and executors of estates, supporting them and their clients through the estates and probate process and helping advisers maximise the benefits of taking on executors as clients. This supports our business objective to retain funds under management and provide industry leading service. The successful candidate will play a crucial part in retaining and generating new business within the regional sales and customer teams. This is a role that can lead to a broad range of opportunities for growth and development.
What will you be doing?
- Develop and maintain relationships with a network of financial advisers, identifying new business opportunities and focusing on lead generation.
- Working towards a quarterly target to retain assets under management where suitable for the customer.
- Providing a bespoke experience, tailoring your style to meet the needs of your customer.
- Completing outbound calls and managing multiple executor cases.
- Take ownership of key performance indicators (KPIs), consistently working to meet the business retention objectives.
- Conduct meetings to present our products, demonstrating how they can benefit both the adviser and beneficiaries.
- Maintain a well-organised pipeline, using data and insights to maintain detailed records.
- Work closely with internal and external sales managers in your region, to identify opportunities.
- Keep up to date with market regulations and product knowledge, using your knowledge to be influential where needed.
Ideally, you’ll have:
- Strong communication skills both verbal and written. You’re able to make the complex sound straightforward.
- High self-motivation, with a commitment to meeting KPIs and targets.
- High quality interpersonal skills which emanate honesty and integrity.
- A clear, concise and articulate communication style, with an ability to be influential when needed.
- Drive, ambition, and self-motivation.
Additional Information
What we offer:
- A competitive salary, bonus, pension and share incentive plan.
- Untracked holiday.
- Hybrid working – most of our people spend 50% of their time in the office.
- Anchor (our wellness hub) which includes Headspace, one to one coaching through Wellness Cloud, Digital GP, employee assistance program & more.
- Up to 6 months paid parental leave regardless of gender.
- Life insurance, critical illness cover and income protection.
- Private medical insurance for you and your family.
- Electric vehicle leasing.
- The option to work overseas up to a month per year.
Our Values
At our core, we believe that how a company behaves is just as important as what it does. That’s why we chose to become an accredited B Corp and to change our Articles of Association so that the interests of all our stakeholders – employees, customers, communities, environment and shareholders – are considered in every decision we make. We are committed to building a workplace where diversity is valued, and inclusion is a priority. By providing equal opportunities for growth and development, we embrace and celebrate all races, genders, religions, sexual orientations, ages, disabilities, and socio-economic backgrounds. We believe teams achieve their best when every member feels safe, respected and empowered to be their authentic selves. We are proud to be disability confident and are committed to supporting candidates with a disability, including neurodiversity and mental health conditions, throughout the recruitment process. Applicants are welcome to opt-in to the disability confident scheme as part of our application process. If you require any adjustments to the interview process, we’ll be happy to accommodate where possible.
Intergenerational Planning Business Development Manager employer: Octopus
Contact Detail:
Octopus Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Intergenerational Planning Business Development Manager
✨Tip Number 1
Network like a pro! Get out there and connect with financial advisers and industry professionals. Attend events, join 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
Be proactive in your approach! Instead of waiting for job openings, create your own opportunities by reaching out to companies you admire. Share how you can add value to their team, especially in areas like intergenerational planning. We love seeing candidates take the initiative!
✨Tip Number 3
Prepare for those interviews! Research the company, understand their values, and think about how your skills align with their mission. Practise common interview questions and be ready to discuss how you can help retain and generate new business in their sales team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we’re always looking for passionate individuals who want to make a difference in the world of finance and customer service. Let’s get you on board!
We think you need these skills to ace Intergenerational Planning Business Development Manager
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in business development and relationship management. We want to see how your skills align with the role of Intergenerational Planning Business Development Manager.
Showcase Your Communication Skills: Since strong communication is key for this role, use clear and concise language in your application. We love candidates who can make complex ideas sound straightforward, so don’t hold back on demonstrating that!
Highlight Your Motivation: We’re looking for self-motivated individuals who are driven to meet KPIs and targets. In your application, share examples of how you’ve achieved goals in the past and what motivates you to succeed.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity.
How to prepare for a job interview at Octopus
✨Know Your Stuff
Before the interview, make sure you’re well-versed in the intergenerational planning process and the services offered by Octopus. Familiarise yourself with their products and how they benefit financial advisers and clients alike. This will help you answer questions confidently and show that you’re genuinely interested in the role.
✨Showcase Your Communication Skills
Since strong communication is key for this role, practice articulating complex ideas in a straightforward manner. You might want to prepare examples of how you've successfully communicated with clients or colleagues in the past. This will demonstrate your ability to connect with others and influence when needed.
✨Demonstrate Your Relationship-Building Skills
Think of specific instances where you’ve developed and maintained relationships with clients or partners. Be ready to discuss how you identify new business opportunities and tailor your approach to meet customer needs. This will highlight your interpersonal skills and commitment to providing a bespoke experience.
✨Prepare for KPI Discussions
Since the role involves meeting KPIs and targets, be prepared to discuss your previous experiences with performance metrics. Share how you’ve successfully met or exceeded targets in the past, and be ready to explain your strategies for maintaining a well-organised pipeline and managing multiple cases effectively.
