Business Development Consultant - B2B - Health and Wellbeing Consultant - Desk

The Health & Wellbeing Consultant will work within the Sales Team to deliver and exceed new business sales and income targets whilst managing and growing an existing portfolio of organisations – 50 and below employees. Westfield Health are dedicated to making a healthy difference to the quality of life of our customers, and the Health & Wellbeing Consultant supports our mission by transforming people's mental and physical wellbeing, creating happier, healthier people and more resilient businesses.

Main Duties and Responsibilities:

• Within a designated geography, achieve and exceed targeted new health insurance and non-insurance health & wellbeing sales revenue from data supplied, referrals, own leads, and business enquiries.
• Manage existing and inherited portfolio of clients ensuring targeted retention of revenue, manage renewals, sustainability, and profitability of portfolio.
• Maximise value of existing portfolio through organic growth, cross sales, and upgrades.
• Build out and maintain fully up to date account plans.
• Provide referrals to appropriate SME sales colleagues for opportunities 51 > employees and to corporate sales colleagues for opportunities >199 employees.
• Work collaboratively with colleagues in Sales, Marketing, Propositions and Underwriting and utilise all available tools, insights and support available, to deliver and exceed targets.
• Meet or exceed all activity and key performance targets.
• Ensure that agreed reporting and updating of systems, including but not restricted to SCMS, Fulcircle and HubSpot system, are completed in an accurate and timely manner.

About you:

• Education and Qualifications: Maths and English GSCE at grade C or above or equivalent Degree or similar level of education.
• Experience: Working in financial services and/or health and wellbeing; presenting solutions to groups; working with Customer Relationship Management systems.
• Skills: Working towards and exceeding targets; strong communication skills (oral and written); ability to work independently; dealing with senior commercial stakeholders; building strong trusted relationships; accountability for personal performance; energetic and self-motivated; IT skills - working with office packages and remote platforms.

The Westfield Way: We are passionate about inspiring and empowering our colleagues to be the best we can be. Our commitment to creating a workplace where our colleagues feel connected, heard, developed, recognised and supported has been demonstrated by our achievement of the prestigious Investors in People Gold accreditation!

Life at Westfield: Westfield Health offers many benefits to our colleagues as part of your employment package. Stay fit and well by accessing your personal Health Cash Plan and Private Medical Insurance policies. Take advantage of our all-inclusive internal wellbeing experience. We offer all colleagues free access to our Active Space which includes onsite gym facilities, daily classes and development from our wellbeing coach. Our annual bonus scheme reflects the hard work we all contribute towards. We offer flexible working arrangements to balance your home and work life and incremental annual leave and service awards after 5 years’ service.

Are you interested? Part of the selection process will be a Competency Based Interview. Candidates will be asked for specific examples detailing how they have demonstrated the Skills and Values we are looking for within this role. If you feel that you have the skills and values to carry out this role, please apply by submitting your CV and provide information about your relevant skills and experience.

Support with your application: We value inclusivity and want to make sure our application process is open and accessible to all candidates. As a Disability Confident Employer, we're dedicated to providing reasonable adjustments to ensure the recruitment process is as comfortable as possible.