Business Development Executive- Workplace Solutions

Hargreaves Lansdown Asset Management Limited; Bristol; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services company is seeking a Business Development Executive in Bristol. This permanent, full-time position involves securing new business from Employee Benefit Consultants (EBCs), supporting corporate distribution managers, and maintaining sales records. Ideal candidates should have experience in Workplace Pension environments, excellent communication skills, and a proactive approach. The role offers a hybrid work pattern, fostering both in-office and remote collaboration. Join a knowledgeable team committed to growth and customer satisfaction.

Qualifications

• Experience in Workplace Pension and Savings environments.
• Knowledge of employee benefits including pension strategies.
• Understanding of the EBC market.
• Effective communicator for complex information.
• Accomplished in building relationships and managing conversations.

Responsibilities

• Secure new business from EBCs to achieve income targets.
• Support Senior Corporate Distribution Managers with EBCs.
• Peer review RFP responses as required.
• Identify key EBC individuals.
• Maintain records on Salesforce.
• Assist marketing team with materials.

Skills

Negotiating

Relationship building

Communication

Resilience

Organizational skills

Tools

Salesforce

Job description

We have exciting growth plans for our Workplace Solutions proposition over the coming years. Therefore, we are looking for a Business Development Executive to join our Workplace Solutions team. This is an exciting opportunity for you to begin your sales career within a high performing and knowledgeable team, with a clear career progression and developmental opportunities available. We have ambitious plans to grow Hargreaves Lansdown's (HL's) Workplace Solutions and the relationships we build with Employee Benefit Consultants (EBCs) will be integral to achieving this. As a Business Development Executive, you will secure new business from a panel of EBCs and support the Senior Client Distribution Manager in building relationships with EBC consultants and their research teams, increasing sales opportunities and in turn HL's market share.

What you'll be doing

• Securing new HL Workplace Solutions business from a panel of EBCs to achieve agreed income targets
• Supporting the Senior Corporate Distribution Managers in managing their panel of EBCs and the associated pipeline
• Supporting the management of the EBC annual research questionnaires
• Peer reviewing request for proposal (RFP) responses as required
• Identifying key EBC individuals and maintaining an EBC distribution list
• Representing distribution at propositional development groups using feedback from EBCs
• Creating and supporting client/EBC pitches and events as required
• Collaborating with Workplace Solutions colleagues to maximise business development potential
• Maintaining accurate records of meetings with EBCs and pipeline on Salesforce
• Maintaining knowledge of HL Workplace Solutions operational capabilities and planned developments
• Assisting the marketing team by reviewing technical and sales material
• Operating in a highly professional and ethical manner, reflecting the ethos of HL ensuring we Treat Customers Fairly and provide good client outcomes

About you

• Experience of working within and having a thorough understanding of Workplace Pension and Savings environments
• Knowledge of employee benefits to include pension accumulation / decumulation strategies and flexible benefits
• Thorough understanding of the EBC market
• An effective and engaging communicator, able to present complex information in simple context, adapting your style to suit your audience
• Accomplished in building effective relationships at all levels, skilled at influencing, negotiating, and managing challenging conversations with ease
• Proactive, organised, and self sufficient
• Ability to work, and be resilient, in a fast paced and changeable environment

Interview process

This will be a two-stage interview process which will entail competency and behavioural based questions, and a presentation.

Working Schedule

We are based in Bristol, BS1 5HL. This role is permanent, full time, 37.5 hours per week, Monday to Friday. For this role we offer a hybrid flexible working pattern to enable you the option of working from home and coming into the office.