Retention Executive

Octopus Group; Greater London; Hybrid; GBP 40,000 - 70,000; Full time

Benefits offered by this job

Bonus plan

Hybrid work

Wellness hub

Parental leave

Life insurance

Private medical

EV leasing

Overseas travel

Job summary

Octopus Group is seeking a Business Development Manager for the Intergenerational Planning team within the Retail Sales and Customer function. You will build relationships with financial advisers, identify opportunities and work towards quarterly retention targets, balancing new business with client service excellence.

You’ll manage outbound calls, handle executor cases and tailor your approach to advisers and beneficiaries, leveraging insights to grow assets under management in a dynamic,

Qualifications

• Experience in a sales role with strong verbal and written communications.
• Drive, ambition and self-motivation with KPI and target focus.
• High quality interpersonal skills showing honesty and integrity.
• Clear, concise communication style with influence when needed.
• Customer obsessed and focused on positive outcomes.

Responsibilities

• Develop and maintain relationships with financial advisers to identify new business opportunities.
• Retain assets under management and pursue growth within regional sales teams.
• Conduct outbound calls and manage multiple executor cases.
• Present products and demonstrate benefits to advisers and beneficiaries.
• Maintain a well organised pipeline using data and insights for records.
• Collaborate with internal and external sales managers to identify opportunities.
• Stay up to date with market regulations and product knowledge to influence where needed.
• Work towards quarterly retention targets and deliver a bespoke client experience.

Skills

Sales experience

Strong communication

Self-motivation

KPI focus

Interpersonal skills

Influencing

Customer focus

Job 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.

We think working here is great, but we’re understandably bias. Click here to explore Life at Octopus.

About the Role

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

Ideally,you’llhave:

Experience working in asales role, withstrong communicationskills both verbal and written.You’reable 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.

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.