Business Development Manager

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Logo of Fintel

Fintel

501 - 1000 employees

Founded 2002

💸 Finance

🤝 B2B

🔥 Funding within the last year

💰 $158.5M Post-IPO Debt - Fintel on 2025-07

Finance • B2B

Fintel is a UK-based company that connects and simplifies the retail financial services sector by providing advisory, data, and platform services to financial professionals and product providers. With multiple brands and over 500 employees, Fintel supports thousands of advisers and hundreds of product providers to improve outcomes across the financial services industry, emphasizing inclusivity, expertise, and future-focused technology and service delivery.

📋 Description

• Develop and win new business across protection, pensions and platform markets • Manage and grow an existing portfolio of high-value financial services clients • Promote Defaqto’s product suite including Star Ratings, Service Ratings, Matrix and Matrix 360 • Identify opportunities to upgrade existing clients (e.g. Matrix to Matrix 360) • Leverage the annual ratings cycle to drive engagement and licensing conversations • Build strong, face-to-face relationships with providers • Collaborate with internal teams across Fintel to develop new revenue opportunities • Attend client meetings, industry events, and occasional London office visits • Manage pipeline, renewals and sales reporting with a strong focus on hitting targets

🎯 Requirements

• Proven business development or sales experience with a track record of winning new business • Knowledge of protection products e.g. life, critical illness, annuities, pensions • Confidence in building and maintaining client relationships, including face-to-face engagement • Experience working towards and achieving sales targets • Strong communication and presentation skills • Experience in financial services or a related sector • Self-motivated and comfortable working in a largely remote, field-based role • Ability to manage a pipeline and balance new business with client retention • Experience within platform based sales or SaaS or data sales within the sector (desirable) • Account management or client success experience (desirable) • Background as a Protection Adviser or similar role considered (desirable) • Understanding of the financial services provider landscape and market dynamics (desirable)

🏖️ Benefits

• This is a field based / remote working role where you you'll spend approximately 3 days out of 5 on the role meeting face-to-face with providers. • Applicants must already hold a legal right to work in the UK without time restrictions and without the need for future sponsorship.

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