We are a mutual insurance company with a proud history, helping people deal with life's uncertainties for more than 150 years. We are at an exciting point in our journey, with plans to expand and new products being launched.
The key purpose of this role is to promote awareness of National Friendly's range of protection products and services to new and existing intermediaries.
Key duties and responsibilities:
* Identify and develop new business relationships with broker and IFA accounts via telephone calls, emails, and presentations.
* Work closely with the Field BDM team to support them on webinar/ presentation follow ups.
* Ensure intermediaries are appropriately trained on our products and systems, and kept updated on product USPs, changes and developments.
* Assist with the set up of new agencies and log ons for new Network/ Commission Club member firms.
* Engage with intermediaries following events and marketing campaigns.
* Regularly monitor sales and conversion volumes from intermediaries and report findings to maximise sales opportunities.
* Contact all intermediaries regularly to ensure satisfaction with the working relationship, address issues, identify opportunities for improvement / additional sales opportunities and overcome obstacles to the sale of new products.
* Identify any barriers to sale experienced by intermediaries and proactively feed them back to the Society for consideration by the Head of Sales or Commercial Director.
* Ensure all intermediary details / records are regularly updated and accurately maintained on the CRM system (Salesforce).
* Assist in the development of, and effectively manage within the distribution channel, best practice Standard Operating Procedures (SOPs).
* Provide input to distribution plans, product development and marketing in order to help the Society achieve its strategic objectives and sales targets.
* Review and monitor market announcements/developments to ensure new sales opportunities are maximised
* Meet sales and performance targets.
In addition to a base salary of between £26,000 and £28,000 there a quarterly bonus scheme of 40% of salary OTE. In addition to this we offer a generous benefits package which includes pension contributions of up to 12% (at x2 your contributions), PMI, enhanced holiday entitlement and much more.