Retention Executive

Were looking 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 business objective to retain funds under management and provide industry leading service. 

The successful candidate will play a crucial part in retaining and 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 and maintain relationships with a network of financial advisers identifying new business opportunities and focussing on lead generation. 

• Working towards a quarterly target to retain assets 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 meetings present our products demonstrating how they can benefit both the adviser and beneficiaries 

• Maintain a well organised pipeline using data and insights to maintain detailed records.  

• Work closely with internal and external sales managers in your region to identify opportunities 

• Keep up to date with market regulations and product knowledge using your knowledge to be influential where needed 

Qualifications :

Ideally youll have: 

 Experience working in a sales role with strong communication skills both verbal and written. Youre able to make the complex sound straightforward 

 Drive ambition and self-motivation with a commitment to meeting KPIs and targets 

 High quality interpersonal skills which emanate honesty and integrity 

 A clear concise and articulate communication style with an ability to be influential when needed 

Youre customer obsessed and focused on providing positive outcomes

We encourage you to apply even if you dont tick every box. Whats the worst that can happen

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. Thats 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.

Were 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 well be happy to accommodate where possible.

Remote Work :

No

Employment Type :

Full-time