Business Development Executive

2 weeks ago

Leeds, Leeds, United Kingdom Bartlett Group Full time

Bartlett Employee Benefits division is growing fast and looking for an ambitious, articulate and entrepreneurial telemarketer, with a strong track record to support our continued growth.

Our team is the most important part of our success and we pride ourselves on providing all of our colleagues with the necessary tools and training to thrive and become experts in their field.nWorking within our Business Development team, you will provide your colleagues with qualified appointments with prospective clients, sharing in the continued success of the business.

Although experience within financial services is preferred, it is not essential.

Bartlett has a history of developing exceptional talent from a variety of sectors and providing the training and support to allow everyone to reach their potential.


The responsibilities for the role is listed below:nTelemarketingnHave a thorough understanding of our products and services and what makes Bartlett an exceptional advisory firm for Employee Benefits (training/support provided)nTo contact pre-identified prospective clientsnWhere necessary, undertake research into prospective clients prior to initial and follow-up calls, using social media platformnTo successfully bypass gate keepers whilst gleaning as much information as possiblenTo identify and productively speak to the decision makers for Employee Benefits ensuring qualified, quality and productive meetings are setnTo identify benefit renewal dates, existing broker relationships, key insurers, annual premiums and fee/commission costs and any other relevant information to assist in the prospecting of the target clientnTo arrange appointments for designated colleagues to visit or have an introductory Teams callnTo ensure an effective and prompt hand-over of individual prospective client information to the designated colleaguenPipeline ManagementnTo undertake prospect database cleansing activitiesnTo promptly and accurately update and maintain databases of prospective client datanTo assist in the further development of prospective client databases, through the addition of new potential clientsnTo manage a diary system thereby supporting the ongoing contact strategy for the prospective client databasesnTo accurately process and control marketing documentation and general correspondencenTo ensure that all prospecting responses are documented and delivered in a timely mannernTo participate fully in new business initiatives, contributing ideas to these wherever possiblenTo provide both positive and negative feedback and be entrepreneurial in how the telemarketing process can be improved to increase meeting successnGeneral StandardsnTo maintain KPIs notified by line managernTo ensure that you treat customers fairly, in accordance with the FCA's TCF principlesnTo present a positive and professional image of the Bartlett Group in all dealings with prospective clients, existing clients, suppliers and the public in generalnTo communicate effectively, both internally and externallynTo maintain positive and professional working relationships with colleaguesnTo manage own day-to-day activities efficiently and effectivelynTo contribute to the smooth running of the department and the company, including participation in the Company's internal audit procedures, where requirednTo achieve and maintain the required level of Training & CompetencenTo be aware of the relevant FCA regulations and to assist the Company in remaining compliant by working within Company proceduresnOur Ideal CandidatenSome of the experience, skills and behaviours which are important to us are:nPrior experience within a telemarketing to role with demonstratable successnYou are a strong and articulate communicator with a proficient level of written and spoken English and grammarnYou are resilient and tenaciousnYou are keen to continually learn and develop your knowledge and skill-setnCurious to understand, improve and challenge/question where appropriatenExperience of team environments and an understanding of the importance of the team and how together we will all support each other in being successfulnBeing proactive in your thinking and how you can improve work tasks and support our busy team in being more efficientnAbility to efficiently manage your own workload often without supervisionnExperience of working with online CRM databasesnYou are proficient in Word and Excel with strong organisational/administrative skillsnAbility to develop, nurture and maintain positive working relationships both internally and externallynYou will be joining a department that is proud and supportive of every member of the team and the team spirit that is in place.

We recognise that we are all part of our collective success.

This team works hard, enjoys working together and provides an excellent opportunity for the right person.nRewardsnWe offer very competitive salaries and a market leading benefits package.nCompetitive salary (based on experience)nGenerous holiday allowance starting at 25 days plus bank holidays, with the ability to purchase more days and volunteering daysn7% employer pension contributionsnPrivate Medical InsurancenIncome ProtectionnLife AssurancenCycle to Work SchemenFree Onsite Gymn£500 wellbeing allowance to spend on health related items (including our inhouse personal trainers/health apps/health screenings/books/subsidised yoga classes/dedicated wellbeing team)nElectric Car Scheme with free onsite electric charge pointsnDedicated professional training budgetnStaff discounts on insurance products and financial planning servicesnThis is a full-time position; however, part-time hours of 3 or 4 days per week, including Tuesday, Wednesday, and Thursday, would be considered for the right candidate.

About Bartlett GroupnEstablished in 1940, Bartlett is one of the UK's leading insurance brokers and financial advisers.

Recognised for our enduring focus on clients and employees, in the last 5 years alone we have been named as UK Broker of the Year, Commercial Lines Broker of the Year, the UK's #1 Financial Adviser in the Financial Times Top 100 and Best Employer at the Yorkshire Financial Awards.nToday, the business is proudly managed by the third generation of the Bartlett family, acting for businesses across the UK – from regional firms to large multi-national employers.nWith an eye to the next decade (as opposed to the next quarter), we're perfectly placed to continue to create meaningful and enjoyable careers for our colleagues across the UK, whatever their role.nAnd when you join Bartlett, you also help support vulnerable young people across the UK and abroad.

We do this by giving 8% of our pre-tax profits to support grassroots organisations. In the last four years alone, we've raised over a million pounds to support some incredible causes.

Due to the volume of applications, we are unable to offer feedback to all submissions. If you have not heard from us within 14 days, you have been unsuccessful on this occasion.

Bartlett is an equal opportunities employer and welcomes applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.

WE DO NOT REQUIRE ADDITIONAL AGENCY SUPPORT FOR THIS ROLE

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