Business Development Director

2 months ago

Liverpool, Liverpool, United Kingdom Click and Connect Online Limited Full time
Business Development Manager - Financial Services/Intermediaries

As a Business Development Manager for Click and Connect Online Limited, you will be responsible for:

  • Collaborating with the Group Head of Business Development to maximize revenues through the proactive identification and conversion of new business sales opportunities for our UK and international products and propositions.
  • Playing an integral role as part of the broader Business Development team, achieving year-on-year growth.
  • Actively promoting our products, propositions, and services through appropriate intermediated channels such as UK financial and investment adviser firms.
  • Building and maintaining an effective network of professional financial and investment advisers within the intermediated channel community.
Key Responsibilities:
  • Collaborate with the Group Head of Business Development to develop and execute the company's commercial strategy across all product lines to achieve continuous new business and revenue growth.
  • Maximize business opportunities to achieve agreed growth targets by developing and maintaining relationships with key business partners and third parties.
  • Identify, evaluate, and prioritize potential market opportunities by size, business opportunity, and return on investment.
  • Develop and maintain a proactive network of key intermediary business partners.
  • Build and promote strong, sustainable intermediary relationships by partnering with key business partners and understanding their needs.
  • Proactively develop a sales pipeline/funnel to support future revenue growth.
  • Achieve growth and hit agreed sales targets by successfully managing the end-to-end sales process.
  • Present sales, revenue, and expenses reports along with realistic forecasts to the Group Head of Business Development.
  • Complete weekly and monthly reports for the Group Head of Business Development outlining your activity, priorities, plans, and business progress against agreed sales and revenue targets.
  • Ensure the chosen sales tracking and customer relationship management (CRM) platform is complete and up-to-date.
  • Ensure all new written business adheres to the company's compliance processes and procedures.
  • Develop collaborative working relationships within the organization in pursuit of the company's overall business goals.
  • Maintain proactive relations with subsidiary Managing Directors and key Click and Connect Online Limited stakeholders.
  • Liaise with the Marketing function to ensure that relevant product literature and collateral is up-to-date and supportive of the sales process.
Requirements:
  • Experienced business development professional with a proven history of working in the financial services industry in the UK, international markets, and/or both.
  • Demonstrated history of success in a financial services role.
  • Excellent influencing, decision-making, and negotiation skills.
  • Good understanding of the life, pension, and broader retirement markets.
  • Excellent interpersonal and communication skills at all levels.
  • Demonstrable experience of following a structured sales process(es).
  • Proactive relationship and account management skills.
  • Demonstrable technical experience in the life, pensions, and/or retirement arena(s).
  • Strong network of intermediary contacts.
  • Proven track record of delivering new business growth.
  • Experience translating the principles of Consumer Duty and Treating Customers Fairly into a business development role.

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