Intermediary Development Manager
B&CE
- Crawley, West Sussex
- Permanent
- Full-time
Experience in employee benefits is essential to the role.Main Purpose:This role focuses on new business acquisition. The main focus is on generating TPP business from regional IFAs, members of selected networks and national IFAs but will also be comfortable dealing with local corporate advisers, accountants, payroll bureau and direct employers. To implement, refine and monitor business plans building networks and relationships to ensure TPP is considered a viable selection for workplace pensions.Skills & Experience:Essential
- Experience of managing corporate IFA accounts
- Minimum of 3 years' financial services experience in account management.
- QCF Level 3 (CFP, FPC, RPC) or AMPI.
- Experience of B2B.
- Extensive knowledge of pension products.
- Experience and understanding of sales processes.
- Ability to identify and convert new business opportunities.
- Influencing and negotiating with multiple decision makers.
- Ability to analyse reports and understand statistical information.
- Progress towards Diploma in Financial planning and AF3 (or equivalent).
- Experience of managing accounts and relationships for multiple clients with strong current network of contacts.
- Self-starter with high degree of initiative
- Experience in managing project's, campaigns, developing timetables and setting deadlines to achieve objectives.
- Work as part of a team to adapt and deliver results to meet targets and deadlines.
- Confident and calm under pressure