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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: Enjoy 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 a drive to meet targets are essential.
- Other info: Be part of a diverse, inclusive workplace that values every individual.
The predicted salary is between 36000 - 60000 £ per year.
Company Description
At Octopus, we are entrepreneurs and investors, on a mission to back the people, ideas and industries that will change the world. We think working here is great, but we are understandably biased.
Job Description
About the role:
We are 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.
Qualifications
Ideally, you will have:
- Strong communication skills both verbal and written. You are 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 is 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 will be happy to accommodate where possible.
Intergenerational Planning Business Development Manager in London employer: Octopus
Contact Detail:
Octopus Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Intergenerational Planning Business Development Manager in London
✨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, like Octopus. Show them how you can add value to their team, especially in intergenerational planning.
✨Tip Number 3
Prepare for interviews by researching the company and its values. Understand their mission and how your skills align with their goals. This will help you tailor your responses and demonstrate that you’re not just another candidate, but the right fit for their team.
✨Tip Number 4
Don’t forget to follow up after interviews! A simple thank-you email can leave a lasting impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Intergenerational Planning Business Development Manager in London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Intergenerational Planning Business Development Manager role. Highlight your relevant experience and skills that align with the job description, especially your communication skills and ability to build relationships.
Showcase Your Achievements: Don’t just list your responsibilities in previous roles; showcase your achievements! Use specific examples of how you’ve met or exceeded targets, particularly in sales or customer service, to demonstrate your capability and drive.
Be Clear and Concise: When writing your application, keep it clear and concise. Use straightforward language to explain complex ideas, as this reflects the communication style we value at StudySmarter. Remember, clarity is key!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status.
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 sector. Brush up on the latest market regulations and product knowledge. This will not only help you answer questions confidently but also show your genuine interest in the role.
✨Tailor Your Approach
Since the role involves working closely with financial advisers and clients, practice how to tailor your communication style. Think about how you can simplify complex concepts and present them clearly. This will demonstrate your strong communication skills and ability to connect with different stakeholders.
✨Showcase Your Relationship-Building Skills
Prepare examples of how you’ve successfully developed and maintained relationships in previous roles. Highlight your interpersonal skills and how they’ve helped you achieve business objectives. This is crucial for a Business Development Manager, so be ready to discuss your strategies.
✨Be KPI Savvy
Familiarise yourself with key performance indicators relevant to the role. Be prepared to discuss how you’ve met or exceeded KPIs in the past. This will show that you’re results-driven and understand the importance of meeting targets in a sales environment.
