Outbound BD Manager – Financial Advisers

Career Choices Dewis Gyrfa Ltd; Gloucester; On-site; GBP 28,000 - 30,000; Full time

Job summary

Air Club in the United Kingdom is seeking a Telephone Business Development Manager to proactively engage with financial advisers by phone and online meetings. You will promote AIR's proposition, support advisers to maximise our technology and services, and drive adviser engagement, sessions and completions.

You will work with the Head of Distribution to meet weekly objectives, monitor adviser activity, maintain CRM records and deliver excellent service across calls, email and webinars.

Qualifications

• Essential experience in outbound customer service, sales, account management or business development.
• Strong communication and relationship-building skills.
• Ability to engage confidently and professionally with financial professionals.
• Proven ability to influence behaviours and drive customer engagement.
• Excellent interpersonal skills with the ability to build rapport quickly.

Responsibilities

• Proactively contact financial advisers through outbound calls to build and develop relationships.
• Conduct telephone and online meetings with advisers where appropriate.
• Promote AIR's products, services, system functionality, webinars, events and marketing campaigns.
• Support advisers in understanding and maximising the benefits of AIR's technology solutions and drive adviser engagement and activity across the Air platform.
• Increase sessions, illustrations and completions in line with agreed business objectives and targets.
• Deliver excellent service across telephone, email and online communication channels.
• Maintain accurate records of adviser interactions, opportunities, and outcomes within CRM systems.

Skills

Outbound sales

Relationship building

Communication

Time management

CRM usage

Tools

CRM software

Job description

Air Club in the United Kingdom is seeking a Telephone Business Development Manager to proactively engage with financial advisers by phone and online meetings. You will promote AIR's proposition, support advisers to maximise our technology and services, and drive adviser engagement, sessions and completions.

You will work with the Head of Distribution to meet weekly objectives, monitor adviser activity, maintain CRM records and deliver excellent service across calls, email and webinars.