Business Development Manager

The role of our BDM is to proactively generate new sales opportunities through their own contacts, networking and prospecting activities, as well as nurture an existing pipeline. The role calls for excellent communication and presentation skills, high energy, strong self-discipline as well as sound business understanding of the financial adviser market and the role of technology.   

More details

Job Type: Full-time, Permanent

Salary: Very competitive - Dependent on skills and experience, inc uncapped OTE

This is an opportunity to join moneyinfo, a multi-award winning fintech business based in Henley-in-Arden, Warwickshire.

We are an exciting young fintech business helping IFAs digitize their business with branded portals and apps. We are on a crusade to help advisers and their teams communicate more effectively with their clients through simplified automated client reporting, secure communications and aggregating a client’s entire wealth in one place, under a single login. We already support over 100 of the UK’s top financial advisory and wealth management businesses as their trusted technology partner.

We’re an experienced and energetic team, based in Henley-in-Arden, established by leading figures in the IFA tech sector, with high ambitions for rapid growth. If you are hungry to achieve, have an understanding of (or experience of) running an IFA business and enjoy the thrills of a new business role, in a young business, we want to hear from you.

Role and responsibilities

The role of our BDM is to proactively generate new sales opportunities through their own contacts, networking and prospecting activities, as well as nurture an existing pipeline. The role calls for excellent communication and presentation skills, high energy, strong self-discipline as well as sound business understanding of the financial adviser market and the role of technology. Key responsibilities include:

• Managing the sales process from initial contact through to contract negotiation.
• Building and managing a pipeline of opportunities, responding to incoming sales enquiries.
• Progressing initial enquiries into qualified sales opportunities with pro-active follow-up and conversion to online/onsite meetings with key decision makers.
• Presenting moneyinfo’s full range of software solutions, online and in person, often with groups of people ranging from administrators to C-suite contacts.
• Taking a consultative approach to identifying needs, building a business case for implementing moneyinfo vs alternative options.
• Reporting to, and working closely with, the Business Development Director and other members of the senior management team on sales activity, maintaining comprehensive records in our Pipedrive CRM.

Core qualities and competencies

• Self-starter mentality, ambitious and hungry to achieve and go beyond targets.
• 3 years minimum experience in sales, preferably in a technology or financial services role.
• Be capable of managing full sales cycle from prospecting to contract negotiations.
• Able to produce and deliver engaging presentations to small or large groups.
• A team player who works collaboratively with colleagues.
• Understanding of financial services and or financial investment markets.
• Well educated and articulate, with strong attention to detail.
• Must be able to demonstrate success in previous sales roles.

To apply for this vacancy please send a current CV and covering letter to careers@moneyinfo.com for the attention of Sim Sangha, Business Development Director.