Business Development Associate

About [Employer hidden — view at passion-project.co.uk]

We are is one of the UK’s most trusted providers of independent financial information, ratings and market intelligence, helping consumers, advisers and financial institutions make smarter financial decisions. We maintain the UK’s largest financial product database and deliver expert, unbiased product ratings - including our industry‑recognised Star Ratings - which assess product quality across insurance, banking, investments, pensions and more.

Business Development Associate

We are looking for a Sales Development Representative to join our team. You'll need: 1. Some experience in selling - ideally in a telephone based role 2. Knowledge and/or interest in financial services

Role Overview:

We are looking for people who can a build quality, reliable sales pipeline as part of our New Business Sales team. You'll report to the Head of New Business. Internally, we call this role Business Development Associate and you'll work along side 2 others in the team.

What you'll do

• Develop and maintain an in-depth knowledge of the UK financial services industry and of the opportunities, challenges and needs of Advisers and Investment managers.
• Build detailed knowledge of [Employer hidden]’s products and services and how they can deliver high levels of value to prospects.
• Understand the competitive landscape in which [Employer hidden] operates.
• Determine and utilise appropriate sales tactics to ensure that key metrics are hit (in terms of identifying leads, qualified meetings, pipeline) and conversion targets are met.
• Plan strategy for multi-channel outreach (mix of calls, emails and LinkedIn) to prospects.
• For each lead identified, develop a clear understanding of the customer’s needs and promote appropriate products and services to meet those needs.
• Complete all sales administration activities, including setting up and updating customer records in CRM and diarising and logging all customer-related activity.

What you'll need to succeed:

Essential Requirements:

• Some experience of selling in a telephone based role, minimum of 12 months.
• Knowledge and/or interest in financial services sector are preferred - you'll be reaching out to professional prospects right across financial services, from banks and general insurers to financial advisers.
• Strong organisational skills.

You approach to work:

• Flexible and positive approach to change.
• Self-starter and ability to work in a fast-paced environment.
• Hard working and willing to learn

Important to know:

Location:

This is a hybrid role and your office base will be in Haddenham.

Right to Work:

Applicants must already hold a legal right to work in the UK without time restrictions and without the need for future sponsorship. We are unable to provide Skilled Worker visa sponsorship.