
5001 - 10000 employees
đ¸ Finance
đĄď¸ Insurance
âď¸ Healthcare Insurance
Finance ⢠Insurance ⢠Healthcare Insurance
Phoenix Group is the UK's largest long term savings and retirement business, specializing in closed book pensions and life insurance. Its customer brands include SunLife, Standard Life, Phoenix Life, and ReAssure. The company effectively manages 'heritage' books of business that are no longer open to new customers, while also operating a thriving 'open' business through its Standard Life and SunLife brands. With offices throughout the UK and operations in Dublin and Frankfurt, Phoenix Group is recognized as one of Britainâs Top Employers, emphasizing a commitment to colleagues, customers, and communities.
đĽ 17 hours ago
đŹđ§ United Kingdom â Remote
đľ ÂŁ75k / year
â° Full Time
đĄ Mid-level
đ Senior
đ° Business Development (BDR)
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5001 - 10000 employees
đ¸ Finance
đĄď¸ Insurance
âď¸ Healthcare Insurance
Finance ⢠Insurance ⢠Healthcare Insurance
Phoenix Group is the UK's largest long term savings and retirement business, specializing in closed book pensions and life insurance. Its customer brands include SunLife, Standard Life, Phoenix Life, and ReAssure. The company effectively manages 'heritage' books of business that are no longer open to new customers, while also operating a thriving 'open' business through its Standard Life and SunLife brands. With offices throughout the UK and operations in Dublin and Frankfurt, Phoenix Group is recognized as one of Britainâs Top Employers, emphasizing a commitment to colleagues, customers, and communities.
⢠Work with Financial Advisers in the wealth area to identify and secure profitable opportunities for Standard Life Group ⢠Drive business levels across the retail intermediary investment proposition and retirement and long-term savings products ⢠Engage with and regularly meet advisers face to face and virtually across a specified region ⢠Identify business needs, outline the value proposition and follow up within agreed timescales ⢠Keep client records up to date ⢠Produce business plans defining strategic interventions to exceed national and business centre targets across Pension and Investment products ⢠Identify and exploit local and regional growth opportunities ⢠Analyse business plans, panel and sales MI to drive actions and inform future direction ⢠Present product and investment proposition information at internal and external events
⢠Proven high achiever well versed in exceeding targets on a regular basis ⢠Experience engaging with and regularly meeting Financial Advisers ⢠Ability to build, maintain and develop adviser relationships ⢠Ability to achieve targeted business activity and meet targets ⢠Ability to identify business needs and outline the value proposition ⢠Ability to produce business plans for an aligned area ⢠Ability to analyse business plans, panel and sales MI ⢠Ability to present product and investment proposition information to varied audiences
⢠Indicative bonus range of 30%-60% ⢠Private medical cover ⢠38 days annual leave ⢠Excellent pension ⢠12x salary life assurance ⢠Career breaks ⢠Income protection ⢠3x volunteering days ⢠Flexible working ⢠Part-time, job-share and other types of flexibility
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