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Key Group; Gloucester; On-site; GBP 28,000 - 42,000; Full time

Benefits offered by this job

23 days holiday

Bank holidays

Charity day

Wellbeing day

Job summary

Air Club, part of the Key Group, is seeking a Telephone Business Development Manager to engage financial advisers by phone, promoting AIR's solutions and supporting adviser growth in use of our technology.

The role focuses on increasing adviser engagement, driving platform activity, and supporting wider business objectives by growing sessions, illustrations and completions. 23 days holiday, rising to 28 with service.

Qualifications

• Experience in outbound customer service, sales, account management or business development.
• Strong communication and relationship-building skills.
• Ability to engage confidently with financial professionals.
• Proven ability to influence behaviours and drive customer engagement.
• Excellent interpersonal skills with rapid rapport-building.
• Strong organisational and time-management skills in a busy environment.
• Self-motivated with proactive approach to achieving objectives.
• Experience within financial services and understanding of mortgage/late-life lending.

Responsibilities

• Proactively contact financial advisers via outbound calls to build and develop relationships.
• 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.
• Increase sessions, illustrations and completions in line with business objectives.
• Maintain accurate records of adviser interactions and outcomes within CRM systems.
• Work with Head of Distribution to support ongoing objectives and monitor adviser activity.
• Deliver excellent service across telephone, email and online channels.

Skills

Outbound Calling

Sales & BD

CRM Systems

Financial Services Knowledge

Relationship Building

Time Management

Job description

Part of the Key Group of companies, Air Club is the largest community of its kind in the later life lending market with over 8,000 members across the UK. Specifically designed to help advisers and brokers to develop their business, with the tools and infrastructure to compete with large sector specialists. Air Sourcing, our technology solution which allows advisers to source all later life lending products in real time, allowing them to select a suitable product for their clients' needs.

The Telephone Business Development Manager will proactively engage with financial advisers through telephone based business development activity, promoting AIR's proposition and supporting advisers to maximise their use of AIR's technology and services.

The role focuses on increasing adviser engagement, driving platform activity, promoting events and webinars, and supporting wider business objectives by growing sessions, illustrations and completions.

Main Duties & Responsibilities

Work collaboratively with the Head of Distribution on a weekly basis to support the ongoing objectives as set by the Air leadership team.

Assist the Head of Distribution with the monitoring of adviser activity using all available data to identify opportunities to increase adviser engagement with our services.

Demonstrate and continuously embed the company values in every aspect of the role.

Proactively contact financial advisers through outbound calls to build and develop relationships conducting 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.

Develop a strong understanding of the later life lending market and AIR's proposition.

Maintain accurate records of adviser interactions, opportunities, and outcomes within CRM systems.

Achieve agreed KPIs, activity measures and business development targets.

Continuously develop product, market and industry knowledge.

Skills & Experience

Experience within an outbound customer service, sales, account management or business development environment.

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.

Strong organisational and time management skills with attention to detail.

Ability to work effectively in a busy and ever-changing environment.

Self-motivated with a proactive approach to achieving objectives.

Comfortable working towards activity measures and business targets.

Experience within financial services.

Understanding of the mortgage, equity release or later life lending market.

Experience promoting products or services to professional customers.

Experience using CRM systems and customer engagement tools.

Most of all we look for people who display and work around the core values of our business:

Ambitious - to break ground to help our customers enjoy a better retirement.

Supportive - relationships are key to everything we do.

Personal - going above and beyond to offer exceptional service.

Integrity - honest, true and transparent in all of our relationships.

Responsive - whatever the challenge we'll deliver the right result.

Expert - experts in our field, our thirst for knowledge never stops.

23 days holiday, plus bank holidays. Rising to 28 days based on length of service

1 extra day to carry out charity work, and another day for your choice of wellbeing activity