BPA Business Development Manager

4 weeks ago


Potters Bar, Hertfordshire, United Kingdom CLFIS Limited Full time

About the Role:

We are seeking a highly skilled and experienced professional to join our team as a Bulk Annuity Sales Professional. As a key member of our business development team, you will be responsible for driving the growth of our BPA business and delivering an annual sales plan that meets or exceeds financial metrics.

Key Responsibilities:

  • Support the Director of BPA Business Development in driving BPA sales growth and delivering an annual sales plan that meets or exceeds financial metrics.
  • Build and maintain strong relationships with external stakeholders, including EBCs, professional trustees, and existing clients, to drive greater value for CLFIS Limited and the broader Group.
  • Support the execution of bulk annuity transactions, including policy conditions, and communicate with senior executives on the impact of actuarial developments.
  • Monitor market trends and analyze data to ensure management of risk to business and support the development of the BPA strategy.

Requirements:

  • Good knowledge of the UK Bulk Annuity market and prior experience of origination and execution of bulk annuity transactions.
  • Good understanding of BPA products and pricing, including capital requirements under Solvency II.
  • Commercially astute, driven, and energetic, with excellent presentation skills and the ability to think strategically.
  • Knowledge of regulatory and compliance requirements.

Benefits:

We offer a competitive salary and benefits package, including a generous pension and bonus scheme, income protection, private medical insurance, and life assurance. We also provide opportunities for personal and professional development and a supportive work environment.



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