Business Development Executive

Gallagher; Lytham Moss; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading insurance and benefits company in Lytham Saint Annes seeks a Business Development Executive to analyze client data, manage CRM portfolios, and promote services to new clients. The ideal candidate should have experience in telesales, strong communication skills, and the ability to thrive under tight deadlines. This role offers competitive salary and generous benefits including holiday, pension contributions, and health insurance.

Benefits

Minimum of 25 days holiday

Defined contribution pension scheme

Life insurance

Income protection

Health cash plan

Discounted gym membership

Qualifications

• Familiarity with industry regulations and compliance updates.
• Previous experience in a regulated environment and CRM databases is preferred.

Responsibilities

• Analyze client data to identify employee benefits opportunities.
• Manage and maintain data within the CRM platform.
• Promote and market the company through outbound communication.

Skills

Communication skills

Organizational skills

Attention to detail

Active listening

Outbound telesales experience

Education

Basic knowledge of employee benefits

Tools

Microsoft Office

CRM systems (Salesforce/Xplan)

Job description

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Business Development Executive, Lytham Saint Annes

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Client:

Location:

Lytham Saint Annes, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

165fe48f48cf

Job Views:

Posted:

Expiry Date:

25.09.2025

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Job Description:

Overview

We are looking for a Business Delevopment Executive to join our exciting team. How you'll make an impact Analyze internal client data to identify employee benefits opportunities across Healthcare, Group Risk, and Pension, either individually or through comprehensive reviews. Manage and maintain a portfolio of data within the CRM platform to meet business targets and support the acquisition of new employee benefits clients. Identify growth opportunities within the existing employee benefits portfolio. Actively promote and market Gallagher through persistent outbound communication with prospective clients. Deliver professional, high-quality service to clients, colleagues, and third parties. Collaborate with teams to ensure efficient and timely delivery of work. Continuously learn multiple lines of benefits products to confidently cross-sell and upsell. Stay updated on products, services, and propositions by liaising with other teams and departments. About You Basic knowledge of employee benefits (training provided). Familiarity with industry regulations and compliance updates. Proficient in Microsoft Office and CRM systems (Salesforce/Xplan preferred). Experience in outbound telesales. Strong communication, organization, and active listening skills. Attention to detail and ability to manage multiple tasks under tight deadlines. Understanding of regulatory requirements for sales and customer advice. Previous experience in a regulated environment and CRM databases (preferred). Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to ‘buy’ extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x Income protection, we’ll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include: Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back-up family care And many more…

Overview

We are looking for a Business Delevopment Executive to join our exciting team. How you'll make an impact Analyze internal client data to identify employee benefits opportunities across Healthcare, Group Risk, and Pension, either individually or through comprehensive reviews. Manage and maintain a portfolio of data within the CRM platform to meet business targets and support the acquisition of new employee benefits clients. Identify growth opportunities within the existing employee benefits portfolio. Actively promote and market Gallagher through persistent outbound communication with prospective clients. Deliver professional, high-quality service to clients, colleagues, and third parties. Collaborate with teams to ensure efficient and timely delivery of work. Continuously learn multiple lines of benefits products to confidently cross-sell and upsell. Stay updated on products, services, and propositions by liaising with other teams and departments. About You Basic knowledge of employee benefits (training provided). Familiarity with industry regulations and compliance updates. Proficient in Microsoft Office and CRM systems (Salesforce/Xplan preferred). Experience in outbound telesales. Strong communication, organization, and active listening skills. Attention to detail and ability to manage multiple tasks under tight deadlines. Understanding of regulatory requirements for sales and customer advice. Previous experience in a regulated environment and CRM databases (preferred). Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to ‘buy’ extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x Income protection, we’ll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include: Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back-up family care And many more…