LV Savings and Retirement have an exciting new opportunity for a Hybrid Business Development Manager to join the team in YORKSHIRE. You will need to live in the Yorkshire area and spend 60% of your time in Face 2 Face meetings, the rest you will be working from home.
You will be developing new business opportunities and long-lasting business relationships with a panel of financial adviser intermediaries, with the Yorkshire area.
This is achieved by being technically competent and highly knowledgeable in our chosen market segments, with the ability to present and position the LV= Savings and Retirement proposition to intermediaries whilst always delivering the correct customer outcome.
To fully understand the financial advice firm (accounts) requirement and to align LV = products, services and corporate strategy to maximise value for both internal and external customers.
You will need a valid Driving License; (car allowance is payable)
**About you**:
- Significant experience within Pensions and Investment products and sales experience, platform experience would be an advantage.
- Prior working experience with IFA’s
- Good understanding of pensions & Investments regulations is essential.
- Experience & understanding working with Platforms.
- Excellent communication skills
- Strong Market knowledge
- Good Excel, Word, PowerPoint, CRM systems
- Relevant Qualifications, or willingness to work towards these
- Self-motivated, driven & organised.
**Details**:
- Deliver and meet targeted business volumes and business mix from firms within your territory or panel, through face-to-face meetings, calls and Zoom meetings.
- Work alongside a desk-based Business Development Manager to achieve the territory objectives, input into business planning and the review of financial objectives.
- Maintain consistent and increased levels of support from existing supporting and develop non-supporting advisers and firms.
- Competently deliver face to face Smoothed Managed Fund sales presentations to intermediaries. Face to Face meetings should be at a team meeting and or smaller adviser business.
- Ability to translate LV= proposition into a compelling presentation to drive business volumes.
- Increase the number of supporting advisers at firm & panel level within the territory.
- Maintain and develop knowledge of; The LV= Savings & Retirement proposition, competitor product offerings and our competitive positioning, technical and Sales skills to enhance personal effectiveness and efficiency.
- Be fully competent in adhering to LV= standards, policies and procedures within your role; including but not limited to Compliance and Conduct Risk,
- Maintain accurate record keeping and reporting into the business.
- Work as a member of the Savings & Retirement Sales team to achieve the corporate goals & business objectives, placing the achievement of team and LV= goals above the achievement of personal goals.
- Operate within agreed budget parameters, including expenses.
**Why work for us?**:
Go on, bring your true self to LV=.
**Rewards and Benefits**:
At LV= Life and Pensions, you’ll go above and beyond to do the right thing for our customers and we’ll reward you with an attractive, competitive salary and benefits package in exchange for your hard work.
- 26 days' holiday - which increases after two years’ service to 28 days
- The opportunity to buy or sell up to five days’ holiday
- A competitive sales bonus scheme plus car allowance
- Versátil benefits - Cycle to work scheme/Health Assessment/Personal Accident Insurance/Critical Illness/Private Medical Insurance/Dental Insurance
- A competitive pension for which LV= Life and Pensions will double match the amount you pay, up to 14%
- Group Life Assurance 4 x basic pay to your dependants - you’ll have the option to increase to x 8 times cover
- Group Income Protection, if a member of the Pension scheme and reached 5 years’ service
- Employee Assistance Programme (EAP) service for support through difficult times in your life
- Virtual GP service
- Shared parental leave
- You’ll receive up to 20% discount on our life products for you and your immediate family.