Financial Services Business Development Manager-Investments

Posted 24 April by Astral Recruitment

Our client is a successful National IFA and they are currently looking for a BDM to cover from Liverpool to Carlisle

This role is linked to the Public sector contacting Public sector groups to offer financial education within the public sector, including key account development and service call schedules

The opportunity is designed to help employees understand how to maximise the value of their workplace savings and benefits by delivering financial education.

You must have experience in the Public sector and Financial Services

  • Responsible for new business development
  • Identify prospects within the selected target markets
  • Make initial approach to prospects identified and secure initial introduction meeting
  • Secure and maximise business potential and monitor initial contract set up
  • Preparation of tenders for new contracts
  • Service existing Affinity public sector clients including increasing business levels and generating new service opportunities

Essential skills/experience

  • Previous experience of working with public sector organisations, presenting to affinity groups like local authorities, military, emergency services etc
  • Ability to identify new opportunities based on research but also on an opportunistic basis
  • Financial Services experience and qualifications ideally Level 4 Dip

For more information please contact Jason Webber

Required skills

  • BDM
  • Business Development
  • Financial Services
  • Sales
  • Affinity Groups

Application questions

Do you have a track record in FS sales?
Are you an experienced BDM in FS?
Have you ever presented to Affinity Group members?
Do you have full Diploma or near to it?

Reference: 34436168

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