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External Business Development Manager - Cotswolds

External
Octopus1 logoOctopus1 · Gloucester, UK
Full-timeRemote1w ago
CRMSAFe
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Responsibilities

  • Own and deliver a regional sales strategy
  • Build and grow relationships with Financial Advisers and Private Banks
  • Lead face-to-face meetings, events and presentations
  • Collaborate with Internal Business Development Managers to create and execute business plans
  • Communicate a complex suite of investment solutions with clarity and confidence
  • Work closely with Fund Managers and Business Line Managers to ensure product alignment
  • Keep CRM systems updated and manage a busy inbox with ease
  • Always act in the best interest of the customer
  • To be successful in this role, you'll need:
  • ✔️ Proven experience in a business development role within financial services
  • ✔️ A track record of growing existing relationships and attracting new ones
  • ✔️ High-quality interpersonal skills, honesty and integrity
  • ✔️ A clear, articulate communication style
  • ✔️ Drive, ambition and self-motivation
  • ✔️Be in commutable distance to the Cotswolds.
  • Bonus points if you have:
  • ⭐ Additional qualifications or experience in financial services
  • ⭐ A strong financial adviser network in the Cotswolds
  • ⭐ Knowledge of tax-efficient investments and inheritance tax advice
  • We encourage you to apply even if you don't tick every box. What's the worst that can happen?
  • This role will evolve as we grow and develop. So, if you're looking for a challenge in a fast-paced and dynamic business, we can deliver on that.

Benefits

💰 A competitive salary, bonus, pension and share incentive plan✈️ Take what you need holiday🏡 Flexible working⚓ Anchor (our wellness hub) which includes Headspace, one to one coaching through Sanctus, Parent Cloud, Digital GP, Shout & more👪 Enhanced family leave policies❤️ 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 yearOur ValuesHealth insuranceFlexible schedulePerformance bonus

Additional Information

What's in it for you? We're looking for an External Business Development Manager (EBDM) to join our Retail Sales Team at Octopus Investments, covering our Cotswolds region with a mix of established and growth accounts. You'll be joining a high-performing, fast-paced team that's passionate about delivering world-class service to our network of Financial Advisers and Private Banks. You'll have the autonomy to run your own regional sales strategy, build long-term relationships, and drive sales into our market-leading investment products. You'll be supported by a collaborative team, bespoke training, and a culture that rewards ambition and integrity. The team Our Retail Sales Team is known for its technical expertise and personal service. As an EBDM for the Cotswolds you'll be at the heart of our success, educating and engaging with advisers, collaborating with internal teams, and helping shape the future of tax-efficient investing.

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