North Midlands and North of England – hybrid (our ref AL1315)
Salary to c£65,000+ bonus and benefits
Previous Pensions experience, namely SSAS and SIPP products is essential for this role.
The Business Development Manager/Consultant is responsible for leading the sales efforts for this successful SSAS company. The role involves developing sales strategies, managing intermediary and client relationships, and ensuring the effective delivery of DC & DB SSAS services. The BDMC will collaborate with various departments to align sales initiatives with business. The role will be hybrid in nature with 2 days in the office weekly (Leicester or Bolton).
Key Accountabilities
Sales Strategy and Planning:
- Develop and implement SSAS sales strategies to meet target financial goals
- Identify and target new business opportunities within the UK market.
- Develop plans to achieve revenue targets.
Client Relationship Management:
- Build and maintain strong relationships with intermediary partners, clients, and stakeholders. Build a strategy to manage key intermediary relationships.
- Understand client needs and provide customised solutions including introductions to the Companies’ Tax and Law colleagues where appropriate.
- Ensure high levels of intermediary and client satisfaction from prospect through to on-boarding.
- Sales Operations and Performance Tracking; Prepare regular reports on sales performance and market trends; Monitor and analyse sales performance metrics and KPIs.
Collaboration and Coordination:
- Work closely with marketing, technical development, and SSAS administration teams.
- Participate in product development and marketing strategy discussions.
- Ensure seamless coordination between SSAS sales and other divisions/teams, particularly Tax Advisory and Law.
- Give presentations at events, workshops and individual meetings, utilising company best practice.
- Contribute to the Companys’ public relations and marketing programmes by writing copy for articles, blogs, web pages and product literature.
Skills & Experience Required
- Minimum of 5-7 years of sales experience in the financial services industry.
- Proven track record of achieving sales targets and driving revenue growth.
- Essential – Experience with member-directed pension arrangements – SIPP & SSAS.
- Excellent communication, negotiation, and people skills.
- Strategic thinking and problem-solving abilities.
- In-depth knowledge of financial products and services.
- Proficiency in CRM software and sales analytics tools.
Key Competencies:
- Customer-focused approach with strong business acumen.
- Ability to work under pressure and meet deadlines.
- Elevated level of integrity and professionalism.
- Adaptability and openness to change.
- Strong analytical skills and attention to detail.
If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
