• External Business Development Manager - Scotland/North West

    Job Locations UK-North East England- Home Based | UK-Scotland- Home Based
    Job ID
    # of Openings
    Business Entity
    Octopus Investments
    Sales/Business Development
    Permanent Full-Time
  • Overview

    About the role


    To build and maintain relationships with a selected universe of client firms to maximise Octopus opportunities and business levels across the Octopus product range. To identify both Tax & Trust and Asset Management opportunities and support Marketing and the Business Development Management Teams where appropriate.


    Essential Job Functions


    • Targets and builds and develops relationships with appropriate IFA firms
    • Face-to-face or telephone-based meetings/contact with existing and prospective contacts, to agreed levels.
    • Identify new opportunities (both within and beyond the normal scope of the role) to help develop the business
    • Telephone contact, as necessary, to schedule meetings and maintain relationships
    • Support agreed marketing campaigns, as required
    • Maintain high levels of service across all aspects of the role, interfacing with other departments, as necessary
    • Attend and support intermediary and industry conferences/seminars
    • Build new relationships with prospective companies who have no prior knowledge of us.
    • Develop existing relationships to increase business levels
    • Work effectively with Internal Business Development Managers
    • Assists in building a structured plan to develop region and selected advisory firms
    • Applies high level of technical knowledge to given scenarios and opportunities
    • Comprehend a complex suite of solutions and translate these into simple solutions for advisers
    • Demonstrates a repeatable sales process to maximize the impact of activity
    • Constantly improves product and industry knowledge



    Job Specific Experience/Technical Skills/Abilities


    • Previous experience in a similar role, building and maintaining relationships with IFAs across the Scotland or North West regions.
    • Proven results of both incremental growth via existing relationships as well as the ability to attract and cement new business relationships.
    • Drive, ambition and self-motivation.
    • High level of numeracy with an ability to understand innovative and unique financial products.
    • Clear, concise and articulate with an ability to be influential when needed
    • Presentation skills.
    • High quality interpersonal skills with honesty and integrity in your style
    • Confident telephone manner
    • Robust process skills with a flexible work ethic and ability to work effectively from home
    • Must be curious and seek to instil automated and digital solutions wherever appropriate
    • Must be comfortable in using technology and leveraging digital applications and media platforms




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