• Business Development Associate

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

    About Octopus


    At Octopus we’re transforming the industries we operate in and improving the lives of millions of people. We’ve built market-leading positions in a number of specialist sectors, including smaller company financing, renewable energy, healthcare and property finance. We employ over 700 people and manage more than £7.8 billion on behalf of more than 50,000 investors. Our products don’t just help real people solve real life problems, they also make a positive impact on the world around us.


    The Octopus Group incorporates Octopus Energy, Octopus Healthcare, Octopus Investments, Octopus Property, Octopus Ventures and Octopus Labs. Our aim is to have an impact in everything we do, and to make a vital contribution to the UK economy by helping people, companies and institutions generate wealth. And we’re always on the look-out for smart, talented people who share our values.


    Business Development Associates (BDA) must be highly motivated, articulate, passionate people who thrive whilst working in a fast-paced sales team. The team is expanding rapidly and they aim to provide a level of technical expertise, commercial support and personal service that is unrivalled in the financial services industry.  The role is based in Octopus’s Head Office in London and is predominantly telephone based. The expectation is BDAs will progress into a BDM role within 12 months-18 months.


    Essential Job Functions


    •           Working within a region supporting a Business Development Manager

    •           Generating activity for relevant Field based BDM and office-based colleagues

    •           Supporting inbound Financial Advisers queries

    •           Provide an exceptional level of customer service

    •           Implement regional sales and marketing campaigns

    •           Help educate financial advisers and empower them to solve their clients’ needs.

    •           Provide product feedback and identify needs of advisers’ clients and communicate to the relevant business line

    •           Aid flow of information from Business Line and Product Managers to advisers.

    •           Improve internal systems to ensure the team works in an efficient way

    •           Attend and support IFA and industry conferences/seminars, as requested

    •           Constantly improve product and industry knowledge

    •           Develop Sales skills to level where they can start to own and manage Financial Adviser relationships.


    Job Specific Experience/Technical Skills/Abilities

    •           Development – Help to develop your peers by the sharing of information. Actively participate in all internal and external meetings. Develop yourself by seeking out opportunities to stretch out of your comfort zone

    •           Service – Always go beyond what is expected of you with both your internal and external relationships

    •           Quality – Effective decision making in all circumstances will ensure a consistently high quality of service in all your dealings with clients and colleagues

    •           Integrity – Empathise with your colleagues and clients. Lead by example i.e. treat others as you would expect to be treated.

    •           Delivery – 100% is the only target that you should aim for; both individually and as a team

    •           Happiness – Celebrate success of your team and others. Create a harmonious team atmosphere in which it is a pleasure to work

    •           Exceptional consultative sales experience

    •           Strong and flexible work ethic

    •           Service focused

    •           High quality interpersonal skills

    •           Winning mentality

    •           Ability to build and expand your own universe of clients

    •           Attention to detail

    •           Relevant IT knowledge (esp. Microsoft Office)



    ·         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



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