
Senior Business Development Specialist
3 days ago
The Role:
As a Senior Business Development Specialist, you will be responsible for providing expert consultancy to prospective clients on a range of pre and post-retirement products, protection and pensions. Your key responsibilities will include:
- Meeting with clients and generating new business leads through project work.
- Providing tailored advice to a new and existing client base.
- Managing and building strong relationships with clients.
- Developing new business opportunities through internal and external channels.
- Achieving agreed targets and team-based goals.
About this opportunity:
This is an engaging role working with a talented team of professionals in the industry. The team focuses on delivering high-quality, client-centric solutions that enable clients to make informed decisions. Each member of the team is valued and encouraged to develop their skills and education to provide professional best advice to clients.
Requirements:
For this role, we are looking for individuals with:
- Previous consultative financial planning or employee benefits experience.
- Current QFA qualification or working towards Certified Financial Planner (CFP) or Higher Diploma in Pensions Management leading to AIIPM qualification.
- Strong interpersonal skills with the ability to build and maintain solid client relationships.
- Strong history of delivering on agreed sales targets.
- Understanding of relevant regulatory requirements.
- Background in generating leads from a Corporate client base.
- Demonstrated ability to build strong internal relationships, trust and credibility.
- Excellent presentation and communication skills.
- Minimum 3 years' experience in the industry.
- Possession of a full driver's license.
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