Business Development Manager/Consultant (SSAS) (Ref: 018)

Role Summary 

The Business Development Manager/Consultant (BDMC) is responsible for leading the sales efforts at WBR SSAS, within the designated (geographical) area, thereby achieving revenue targets. This role involves developing sales strategies, managing intermediary and client relationships, and ensuring the effective delivery of DC & DB SSAS services. The BDMC will collaborate with various departments to align sales initiatives with business objectives and drive growth.

Key Accountabilities

Sales Strategy and Planning:

• Develop and implement SSAS sales strategies to meet target financial goals
• Identify and target new business opportunities within the UK market.
• Develop plans to achieve revenue targets.

Client Relationship Management:

• Build and maintain strong relationships with intermediary partners, clients, and stakeholders. Build a strategy to manage key intermediary relationships.
• Understand client needs and provide customised solutions including introductions to WBR Tax and Law colleagues where appropriate.
• Ensure high levels of intermediary and client satisfaction from prospect through to on-boarding.

Sales Operations and Performance Tracking:

• Monitor and analyse sales performance metrics and KPIs.
• Adhere to sales processes and best practices with particular focus on working with the New Business Team.
• Prepare regular reports on sales performance and market trends.

Collaboration and Coordination:

• Work closely with marketing, technical development, and SSAS administration teams.
• Participate in product development and marketing strategy discussions.
• Ensure seamless coordination between SSAS sales and other divisions/teams, particularly Tax Advisory and Law.
• Give presentations at events, workshops and individual meetings, utilising company best practice.
• When required, contribute to WBR’s public relations and marketing programmes by writing copy for articles, blogs, web pages and product literature.
• Be a strong brand ambassador for the company.

• Comply with the Health & Safety Guidelines as set out in the Health & Safety Management System document.
• Demonstrate behaviours in line with our Company Values ‘PEER’.
• Ensure compliance with our Company policies, procedures and guidelines.
• The role may be subject to credit & DBS checks.

Skills & Experience Required

• Minimum of 5-7 years of sales experience in the financial services industry.
• Proven track record of achieving sales targets and driving revenue growth.
• Experience with member-directed pension arrangements – SIPP & SSAS.

Skills:

• Excellent communication, negotiation, and people skills.
• Strategic thinking and problem-solving abilities.
• In-depth knowledge of financial products and services.
• Proficiency in CRM software and sales analytics tools.

Key Competencies:

• Customer-focused approach with strong business acumen.
• Ability to work under pressure and meet deadlines.
• Elevated level of integrity and professionalism.
• Adaptability and openness to change.
• Strong analytical skills and attention to detail.

To apply, please email HR and attach your CV