Retention Executive

Octopus Investments; Greater London; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Competitive salary

Hybrid working

Wellness hub access

Parental leave 6 months

Life insurance

Private medical insurance

EV leasing

Overseas work

Job summary

Octopus Investments in Greater London is seeking a Business Development Manager to join the Intergenerational Planning team within our Retail Sales and Customer function. You will develop relationships with financial advisers, identify new business opportunities and help advisers maximise the benefits of estate and probate planning.

The successful candidate will play a crucial part in retaining and generating new business within the regional sales and customer teams.

Qualifications

• Experience in sales with strong verbal and written communication; ability to simplify complex concepts.
• Driven to meet KPIs and targets with self-motivation.
• Excellent interpersonal and influential communication style, with integrity.

Responsibilities

• Develop and maintain relationships with financial advisers, identifying new business opportunities and lead generation.
• Work toward quarterly targets to retain assets under management.
• Provide a bespoke client experience, tailoring your style to meet customer needs.
• Complete outbound calls and manage multiple executor cases.
• Own KPIs and work to meet retention objectives.
• Conduct meetings to present products and demonstrate benefits to advisers and beneficiaries.
• Maintain an organized pipeline using data to keep detailed records.
• Collaborate with regional sales managers to identify opportunities.
• Stay up to date with market regulations and product knowledge; influence where needed.

Skills

Sales experience

Strong communication

KPI focus

Interpersonal skills

Customer focus

Job description

Company Description

At Octopus, we’re entrepreneurs and we’re investors, on a mission to back the people, ideas and industries that will change the world.

Job Description

We’relooking for a BDM to work within our Intergenerational Planning team within our retail Sales and Customer Team.

The Intergenerational Planning team is an integral part of the Sales and Customer team. It offers a unique service to financial advisers, supporting through the estates and probate process and helping advisers maximise the benefits of taking on executors as clients. This supports our businessobjectivetoretainfunds under management and provide industry leading service.

The successful candidate will play a crucial part inretainingand generating new business within the regional sales and customer teams. This is a role that can lead to be a broad range of opportunities for growth and development.

• Develop andmaintainrelationships with a network of financial advisers,identifyingnew business opportunities and focussing on lead generation.
• Working towards a quarterly target toretainassets under management where suitable for the customer
• Providing a bespoke experience, tailoring your style to meet the needs of your customer
• Completing outbound calls and managing multiple executor cases.
• Take ownership of key performance indicators (KPIs), consistently working to meet the business retention objectives
• Conduct meetingspresent ourproducts,demonstratinghow they canbenefitboth the adviser and beneficiaries
• Maintain a well organised pipeline, using data and insights tomaintaindetailed records.
• Work closely with internal and external sales managers in your region, toidentifyopportunities
• Keep up to date with market regulations and product knowledge, using your knowledge to be influential where needed

Qualifications

• Experience working in asales role, withstrong communicationskills both verbal and written.You’re able to make the complex sound straightforward
• Drive, ambition, and self-motivation with a commitment to meeting KPIs and targets
• High qualityinterpersonal skills which emanate honesty and integrity
• A clear concise and articulate communication style, with an ability to be influential when needed
• You're customer obsessed, and focused on providing positive outcomes

This role will evolve as we grow and develop. So, if you are looking for a challenge in a fast paced and dynamic business, we can deliver on that.

Additional Information

What we offer

• A competitive salary, bonus, pension and share incentive plan
• Untracked holiday
• Hybrid working - three days in the office, two days from home
• Anchor (our wellness hub) which includes Headspace, one to one coaching through Wellness Cloud, Digital GP, employee assistance program & more
• Up to 6 months paid parental leave regardless of gender
• Life insurance, critical illness cover and income protection
• Private medical insurance for you and your family
• Electric vehicle leasing
• The option to work overseas up to a month per year

Our Values

At our core, we believe that how a company behaves is just as important as what it does. That’s why we chose to become an accredited B Corp (the equivalent of a Fairtrade coffee stamp but for companies) and to change our Articles of Association so that the interests all our stakeholders - employees, customers, communities, environment and shareholders - are considered in every decision we make.

We are committed to building a workplace where diversity is valued, and inclusion is a priority. By providing equal opportunities for growth and development, we embrace and celebrate all races, genders, religions, sexual orientations, ages, disabilities, and socio-economic backgrounds. We believe teams achieve their best when every member feels safe, respected and empowered to be their authentic selves.

We're proud to be disability confident and are committed to supporting candidates with a disability, including neurodiversity and mental health conditions, throughout the recruitment process. Applicants are welcome to opt-in to the disability confident scheme as part of our application process. If you require any adjustments to the interview process, we’ll be happy to accommodate where possible.