Telephone Business Development Manager

Key Retirement Group Ltd; Gloucester; On-site; GBP 26,000 - 38,000; Full time

Benefits offered by this job

23 days holiday

28 days holiday after service

Pension: 5% employee / 8% employer

Private health cashback

Job summary

Key Retirement Group Ltd in Gloucester is seeking a Telephone Business Development Manager to engage financial advisers by telephone, promote AIR's propositions, and support advisers in using AIR's technology. You will work with the Head of Distribution to grow adviser engagement and platform activity.

You will maintain CRM records, hit KPIs, and continuously develop product, market and industry knowledge in a fast-paced environment.

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 track record of driving adviser engagement and activity.

Responsibilities

• Proactively contact financial advisers via outbound calls to build relationships.
• Promote AIR's products, services, system functionality, webinars and campaigns.
• Support advisers in using AIR's technology and drive engagement across the platform.
• Increase adviser sessions, illustrations and completions in line with targets.
• Maintain accurate records of adviser interactions and outcomes in CRM.

Skills

Outbound calls

Relationship building

Negotiation

CRM experience

Adviser engagement

Tools

CRM systems

Job description

We believe that helping people unlock a better retirement starts with helping everyone in our organisation unlock their true potential, and thrive. To do that, we’re mindful of staying true to the values that make us who we are, and proud of what we do. 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

• Essential 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.
• Desirable 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.

Behaviours

• We Look For Results-driven with a passion for achieving success.
• Enthusiastic and positive attitude.
• Proactive and self-motivated.
• Commercially aware with a customer-centric approach.
• Adaptable and comfortable embracing change.
• Strong team player with a collaborative approach.
• Ability to use insight and data to drive actions and outcomes.
• 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.

Benefits

• 23 days holiday, plus bank holidays.
• Rising to 28 days based on length of service
• Additional holiday purchase scheme 1 extra day to carry out charity work, and another day for your choice of wellbeing activity
• Pension: 5% Employee and 8% Employer
• Simply health cashback plan
• Life Assurance x4 salary
• Key Group

Key Group Our purpose is to help people finance a better retirement. Our mission is to be the UK's leading later life lending company. Our connected portfolio of brands comprises of Key (The adviser), Key Partnerships (The partner), more2life (The lender) and Air Group (The Coach).

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