Business Development Manager (Equity Release)

Verridian Recruitment
19 Mar 2017
18 Apr 2017
Contract Type
Full Time

Our client company are recognised as one of the UK's leading providers of financial retirement solutions since their launch in 2004. The level of staff satisfaction has been illustrated by their inclusion in the 'Sunday Times Top 100 Companies to Work For’ in 2016.

Due to the demand for their equity release products and services they are looking to recruit an experienced Financial Intermediaries Business Development Manager.

Office / telephone based, you will be responsible for the relationship management and the development of business from a pre-defined panel of Financial Intermediaries (FI’s) over the telephone to achieve the delivery of an agreed individual sales plan

Role Accountabilities include:-

  • To be responsible for obtaining business from a pre-defined panel of FIs
  • To maintain a high degree of proactive contact with FI's to secure new opportunities and increased level of quotations issued, driven through outbound calling
  • To assist in the agreement and implementation of an operating plan and ensure that any required corrective action is taken as necessary to ensure successful achievement of plan
  • To assist with the conversion of issued quotations by promoting the service proposition and telephone account management capability
  • Provide a point of contact for the pre-defined panel of FIs
  • To maintain and exceed minimum expected levels of activity, notably telephony activity, in line with department guidelines
  • To attend key external Intermediary facing events in order to pro-actively interact with attendees to build awareness of the proposition, products and services
  • To maintain an up-to-date knowledge of both the companies and competitors' product ranges, legislative and business developments within the industry and to utilise this knowledge in outbound calls
  • To build strong and productive working relationships with both sales and administration staff at all accounts

Skills, Knowledge and Experience:

Applicants should be able to demonstrate the following skills, knowledge and experience:-

  • Essential: Must hold CF1 & ER1 qualifications

  • Essential: Technically competent

  • Essential: Willingness to study towards the Level 4 Diploma in Financial Planning

  • Preferred: Hold the Level 4 Diploma in Regulated Financial Planning Qualification or equivalent

  • Essential: Must have a proven sales track record of success of achieving and exceeding sales targets

  • Preferred: Current / previous telephone sales experience

  • Excellent communication skills
  • Ability to create a need
  • Clear focus on results, quality and service
  • Desire to succeed
  • Ability to actively manage a diarised process whilst maintaining call rates and a high degree of enthusiasm
  • Flexible approach
  • Ability to work as part of a team in a fast moving environment


In return successful candidates will enjoy the following benefits:-

  • Basic salary £32,143

  • Performance bonuses circa £16,071

  • Stakeholder Group Personal Pension (4% employee and 8% employer)

  • Four times Basic Salary Death in Service benefits

  • Private Medical Insurance

  • Minimum holiday entitlement of 25 days a year