Internal Business Development Lead – Financial Services

Triple Point; Greater London; Hybrid; GBP 40,000 - 65,000; Full time

Benefits offered by this job

Contributory pension

Hybrid/flexible working

Learning & development opportunities

Job summary

Triple Point in London is hiring an Internal Business Development Executive/Manager to grow adviser relationships and drive new opportunities. You will prospect, qualify leads and progress opportunities with a focus on delivering regional targets.

You’ll work with regional BDMs to book meetings, respond to inquiries and illustrate terms by phone or email. The role emphasizes proactive outreach, negotiation and CRM discipline.

Qualifications

• Experience in sales or business development; phone-based experience is useful.
• Strong communication and relationship-building skills with a commitment to excellent service.
• Clear written communication, strong numeracy and attention to detail.
• Experience using Salesforce or other CRM systems.

Responsibilities

• Proactively find and contact new advisers, develop existing relationships and identify ways to engage them.
• Manage the regional pipeline by recording opportunities and next steps, follow up and progress to application.
• Generate and book well-qualified meetings for regional BDMs to hit shared targets.
• Respond to adviser enquiries, provide illustrations and indicative terms by phone or email.
• Help advisers understand Triple Point’s solutions and meet client needs; chase prospective business and resolve queries.
• Maintain accurate adviser and opportunity records in Salesforce and manage competing priorities.

Skills

Sales experience

Relationship building

Phone-based sales

Strong communication

Numeracy

IT proficiency

Salesforce

Education

Industry qualifications or willingness to work towards them

Tools

Salesforce

Microsoft Office

Job description

Triple Point in London is hiring an Internal Business Development Executive/Manager to grow adviser relationships and drive new opportunities. You will prospect, qualify leads and progress opportunities with a focus on delivering regional targets.

You’ll work with regional BDMs to book meetings, respond to inquiries and illustrate terms by phone or email. The role emphasizes proactive outreach, negotiation and CRM discipline.