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.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
Salary description
£28000.00 - £30000.00 per year