Area Sales Manager

Job Locations UK-London
Job ID
# of Openings
Business Entity
Octopus Investments
Sales/Business Development
Permanent Full-Time


Octopus works with a wide variety of advisory firms and advisers, covering a diverse and complex proposition. These advisers respond to business generation ideas, service, education and support. High standards of proactive support must be delivered across the entire adviser spectrum, provided by a team of office and field based Business Development Managers and a Strategic Partnerships team.


The Area Sales Manager/Director must be able to ensure the provision of an appropriate framework and tools to deliver the highest levels of service to these complex relationships. Managing a team of telephone based Business Development Mangers to deliver and develop competence (resulting in profitable inflows) is a key accountability in this role.



Essential Job Functions


  • Reporting to the Head Internal Business Development responsible for leading, motivating and developing a team of c.10 office based BDMs and Senior BDMs with a view to optimising inflows and service in a sales region
  • Part of the Sales Management team responsible for developing sales strategy for the wider BDM team and the identification of commercial opportunities
  • Developing a varied team of IDBMs towards continuously improved performance through understanding an optimized model, regular observation, coaching, monitoring progress and gaining buy in to delivery of a personalized development action plan.
  • Developing and delivering the ongoing T&C scheme
  • Setting and monitoring progress on objectives and personal development plans for the team.
  • Helping them to broaden their exposure to the rest of the business and to expand their skillset to incorporate face to face meetings and presentations.
  • Empower your team to originate and effectively deliver sales campaigns
  • Develop new initiatives to increase the number of advisers supporting Octopus and devising strategies to identify potential target advisers for the existing product set.
  • Delivery of regular performance reviews and coaching.
  • Ownership of and responsibility for developing key adviser accounts in your region
  • Presenting at regional seminars and to colleagues within Octopus
  • Planning and implementing campaigns to maximize impact of marketing activity.
  • Co-operate with other Octopus functions to ensure that specific product launches and training can be supported, often to tight time scales.


Job Specific Experience/Technical Skills/Abilities


  • A proven track record in sales development combined with strong sales team management skills. Proven ability to deliver sales results as a team manager.
  • Successful experience in building and developing a sales team. Must be able to form and execute a plan for identifying, hiring, training and developing BDMs into a world-class sales force.
  • Must be comfortable communicating sophisticated messages in a clear and concise manner in front of both large and small groups, utilizing a variety of media.
  • Will be an advocate of process improvement through the use of technology and training, championing a consistent approach. Will be comfortable operating in an environment of constant change. A strong eye for detail.
  • Able to engender a real sense of ‘Esprit de Corps’ amongst the team members, champion the

BDM team within Octopus and Octopus values within the BDM team.

  • Should have proven track record of being able to operate, and effectively influence, clients at Board level (ideally within large IFA firms and Networks)

Competency Requirements

  • Customer Obsession - is about putting the customers’ needs at the heart of everything we do. We achieve this by listening, by making the complex simple and by delivering on our promises.
  • Focus on Impact - is about making things happen. It’s about recognising and avoiding the distractions. And it’s about executing really, really well.
  • Better & Better - is about having the humility to recognise that everything can be improved. We want a culture where everyone can put forward ideas and where people at all levels seek out, learn from and react positively to feedback.
  • Personality matters - at Octopus. We want people who are willing to roll up their sleeves, are passionate about what they do, and who retain their humility despite all they achieve. We are honest, open and decent, always.


Our Values


Be helpful

Random acts of kindness make the workplace a better place so, go out of your way to be helpful, and give people reasons to smile


Be straightforward

Life is complicated enough. Don’t make it harder for yourself, or for others. Sometimes the simplest approach works wonders.


Be bold

Every great business started with a flash of inspiration. If you’ve got a great idea, don’t keep it to yourself.



At Octopus, we recognise the importance of embracing diversity in order to create a high-performance culture.


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