The BDM will play a key role in driving revenue growth through strategic sales initiatives and cross-selling opportunities within our ancillary product range.
Key Responsibilities
New Business Development
* Proactively generate new business leads across all product lines, including developing and managing target lists.
* Identify and capitalise on cross-sale opportunities within Legal Expenses
* Work closely with the Commercial team to expand existing relationships.
* Engage with appointed consultants to uncover potential opportunities.
* Contribute to the development and execution of income growth strategies.
* Maintain up-to-date records of prospects and pipeline opportunities.
* Manage new business opportunities effectively, including:
o Attending client-facing meetings and presentations (both remote and in-person).
o Developing initial proposals for underwriting review.
o Preparing and submitting tailored proposals and client presentations.
o Coordinating with the Partnership Manager to ensure smooth implementation.
General Responsibilities
* Adhere to service standards and FCA regulations.
* Comply with company policies, procedures, and regulatory requirements.
* Complete mandatory training and Continuing Professional Development (CPD) as required.
* Participate in performance reviews and development processes.
* Notify management/HR of any issues that may impact job performance.
* Perform additional duties as required to support business objectives.
Key Performance Indicators
The company operates with the following core objectives:
* Delivering market-leading products and services.
* Providing exceptional service, technical expertise, and clear communication.
* Investing in systems and infrastructure to enhance business operations.
* Maintaining strong financial management and cost control.
* Ensuring profitability for both the company and its commercial partners.
* Upholding ethical standards and treating customers fairly.
Qualifications & Experience
* Strong background in B2B insurance sales, consistently meeting and exceeding sales targets.
* Commercial acumen with a strategic mindset for long-term business growth.
* Revenue-driven approach with a focus on achieving income objectives.
* Strong communication and interpersonal skills, with the ability to build and maintain relationships at all levels.
* Ability to influence and confidently engage with senior stakeholders.
* Innovative and strategic thinker who fosters collaboration and creative problem-solving.
* Excellent analytical skills, with confidence in working with data.
* Highly organised, detail-oriented, and able to manage multiple business opportunities simultaneously.
* B2B sales management experience within the insurance industry.
* Excellent verbal and written communication skills.
* Strong organisational and time management skills.
* Ability to take ownership of tasks and work independently.
* Proficiency in Microsoft Office, particularly Excel.
* Strong investigative and research skills.
* Knowledge of ancillary insurance products.
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