Client Director

Everywhen; United Kingdom; On-site; GBP 90,000 - 150,000; Full time

Job summary

Everywhen is seeking a Client Director in the United Kingdom to manage a diverse client portfolio with expertise in technology and pensions. You will drive growth within existing accounts, collaborate across internal teams, and provide strategic pricing guidance to deliver tailored solutions for clients.

The role requires advanced presentation and written communication skills, a deep understanding of employee benefits, and a proven track record in broking or advisory environments.

Qualifications

• Must hold CII GR1 and IF7 and a Pension Management Institute Diploma / Levels 2–4.
• Driving licence required.
• Advanced understanding of employee benefits and their operation.

Responsibilities

• Manage a diverse client portfolio, delivering multiple services with expertise in technology and pensions.
• Drive growth within the existing client portfolio.
• Collaborate with internal departments to deliver tailored solutions for people and business risks.
• Take ownership or contribute with prospective field-based clients to expand opportunities.
• Provide guidance on pricing methodology using industry expertise.
• Negotiate with providers on behalf of clients to secure favorable terms.
• Respond to complex tender proposals with well-structured solutions.
• Develop and execute strategies to grow the new business pipeline.
• Support management in training and developing colleagues.
• Act as a key problem-solving resource for the team.

Skills

Client portfolio management

Negotiation

Presentation skills

Communication (oral/written)

Pricing methodology

Team training & development

Education

CII GR1

IF7

Pension Management Diploma

Job description

We’re looking for a talented Client Director to join our team. You will be responsible for managing, retaining and developing a portfolio of clients through face-to-face sales and account management. You will also contribute to the growth and development of your whole team while providing support to your manager.

What does a Client Director here do?

Responsibilities

This is an overview and not an exhaustive list of responsibilities. Collaborating with your line manager, you will develop your own objectives but focus on all the following:

• Manage a diverse client portfolio, delivering multiple services with expertise in technology and pensions.
• Drive growth within the existing client portfolio.
• Collaborate with internal departments to deliver tailored solutions for both people and business risks.
• Take ownership or be involved with prospective field-based clients to expand opportunities.
• Provide guidance on pricing methodology using industry expertise.
• Negotiate with providers on behalf of clients to secure terms aligned with their objectives.
• Respond to complex tender proposals with well-structured solutions.
• Develop and execute strategies to grow the new business pipeline.
• Support management in training and developing colleagues.
• Act as a key problem-solving resource, handling challenges and complexities within the team.

What are we looking for in our next Client Director?

• Must have CII GR1 and IF7 and at least Pension Management Institute Diploma / Diploma / L2 / L3 L4 qualification(s).
• Hold a full, clean driving licence.
• An advanced understanding of employee benefits and their operation.
• Expert in a broking or advisory environment.
• Highly experienced in managing and maintaining a portfolio of clients.
• Advanced presentation, verbal and written communication skills.
• Well organised and able to respond well under pressure and meeting deadlines

#AIB

Everywhen is an equal opportunities employer, with a growing and thriving diversity, equity and inclusion strategy; we are committed to a working environment that is free from discrimination, is inclusive, and empowers our people to bring their whole self to work and reach their full potential.

If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check.

As an Everywhen colleague, you will be expected to uphold our values, act professionally and respectfully towards others, and contribute to a workplace where everyone is treated with dignity and respect. We expect all colleagues to help maintain an environment free from bullying, harassment, victimisation and other inappropriate behaviours, supporting our commitment to an inclusive and high-performing culture.

Please note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received.