Phone-Based Senior BD Executive – Adviser Relations

Triple Point; Greater London; On-site; GBP 35,000 - 65,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive benefits package

Professional development opportunities

Job summary

Triple Point in London looks for a proactive Business Development role focused on building adviser relationships and generating qualified meetings. You will work with regional BDMs, manage a clear pipeline, and progress opportunities from first contact to application while delivering strong service to advisers and clients.

The role requires sales or BD experience, excellent communication, and the ability to work in a fast-paced environment.

Qualifications

• Experience in sales or business development.
• Phone-based experience is particularly useful.
• Strong communication and relationship-building skills with a commitment to excellent service.
• Clear written communication, strong numeracy and good attention to detail.
• Ability to learn new information quickly and manage multiple tasks.

Responsibilities

• Proactively find and contact new advisers, develop existing relationships and identify relevant ways to engage them.
• Manage the regional pipeline by recording opportunities and next steps, following up consistently and progressing business towards application.
• Generate and book well-qualified meetings for regional BDMs, working together to deliver shared targets.
• Respond to adviser enquiries, prepare client-specific illustrations and provide indicative terms by phone or email.
• Help advisers understand Triple Point’s solutions and explore how these may meet their clients’ needs; chase prospective business and resolve queries along the way.
• Maintain accurate adviser and opportunity records in Salesforce, and manage competing priorities in a fast-paced environment.
• Support sales and marketing campaigns, represent Triple Point at industry events when requested, and suggest ways to improve team processes.
• Develop towards owning adviser relationships and hosting one-to-one meetings.

Skills

Sales experience

Phone-based sales

Relationship-building

Communication skills

Attention to detail

Proactive/self-motivated

Team collaboration

Integrity

Education

Industry qualifications or willingness to work towards them

Tools

Salesforce

Microsoft Office

Job description

Triple Point in London looks for a proactive Business Development role focused on building adviser relationships and generating qualified meetings. You will work with regional BDMs, manage a clear pipeline, and progress opportunities from first contact to application while delivering strong service to advisers and clients.

The role requires sales or BD experience, excellent communication, and the ability to work in a fast-paced environment.