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

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)

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.

Business Development Manager

Key skills