Retention Executive

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We’re looking for a BDM to work within our Intergenerational Planning team within our retail Sales and Customer Team. 

The Intergenerational Planning team is an integral part of the Sales and Customer team. It offers a unique service to financial advisers, supporting through the estates and probate process and helping advisers maximise the benefits of taking on executors as clients. This supports our business objective to retain funds under management and provide industry leading service. 

The successful candidate will play a crucial part in retaining and generating new business within the regional sales and customer teams. This is a role that can lead to be a broad range of opportunities for growth and development. 

• Develop and maintain relationships with a network of financial advisers, identifying new business opportunities and focussing on lead generation. 

• Working towards a quarterly target to retain assets under management where suitable for the customer 

• Providing a bespoke experience, tailoring your style to meet the needs of your customer 

• Completing outbound calls and managing multiple executor cases.  

• Take ownership of key performance indicators (KPIs), consistently working to meet the business retention objectives 

• Conduct meetings present our products, demonstrating how they can benefit both the adviser and beneficiaries 

• Maintain a well organised pipeline, using data and insights to maintain detailed records.  

• Work closely with internal and external sales managers in your region, to identify opportunities 

• Keep up to date with market regulations and product knowledge, using your knowledge to be influential where needed 

​​Ideally, you’ll have: 

✔️ Experience working in a sales role, with strong communication skills both verbal and written. You’re able to make the complex sound straightforward 

✔️ Drive, ambition, and self-motivation with a commitment to meeting KPIs and targets 

✔️ High quality interpersonal skills which emanate honesty and integrity 

✔️ A clear concise and articulate communication style, with an ability to be influential when needed 

✔️You're customer obsessed, and focused on providing positive outcomes

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 are looking for a challenge in a fast paced and dynamic business, we can deliver on that.

What we offer

💰 A competitive salary, bonus, pension and share incentive plan
✈️ Untracked holiday
🏡 Hybrid working – three days in the office, two days from home
⚓ Anchor (our wellness hub) which includes Headspace, one to one coaching through Wellness Cloud, Digital GP, employee assistance program & more
👪 Up to 6 months paid parental leave regardless of gender
❤️ 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 year

Our Values 
At our core, we believe that how a company behaves is just as important as what it does. That’s why we chose to become an accredited B Corp (the equivalent of a Fairtrade coffee stamp but for companies) and to change our Articles of Association so that the interests all our stakeholders – employees, customers, communities, environment and shareholders – are considered in every decision we make.   

We are committed to building a workplace where diversity is valued, and inclusion is a priority. By providing equal opportunities for growth and development, we embrace and celebrate all races, genders, religions, sexual orientations, ages, disabilities, and socio-economic backgrounds. We believe teams achieve their best when every member feels safe, respected and empowered to be their authentic selves.

We're proud to be disability confident and are committed to supporting candidates with a disability, including neurodiversity and mental health conditions, throughout the recruitment process. Applicants are welcome to opt-in to the disability confident scheme as part of our application process. If you require any adjustments to the interview process, we’ll be happy to accommodate where possible.