Financial Services Business Development Professional

1 week ago


Poole, Poole, United Kingdom Heat Recruitment Ltd Full time

Heat Recruitment Ltd is seeking a Financial Services Business Development Professional to work in the Poole area. This role offers a salary of approximately £38,000 - £50,000 per annum.

About the Opportunity

The successful candidate will be responsible for developing and maintaining relationships with clients and insurers, identifying business opportunities, and delivering exceptional customer service. To succeed in this role, you should have prior experience in a similar position, excellent communication skills, and the ability to work effectively in a fast-paced environment.

Key Responsibilities:
  • Collaborate with Account Executives to manage client accounts, including renewal negotiations and re-brokering activities
  • Develop and maintain strong relationships with clients and insurers, promoting trust and loyalty
  • Utilize a diary system to ensure timely follow-up on outstanding documents, premium payments, and continuation cover
Desirable Skills and Qualifications:
  • Previous experience in a financial services or insurance broking role
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and adapt to changing priorities


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