Senior Account Executive – Employee Benefits
We’re growing and want you to be a part of our journey.
This role will be responsible for driving growth within our Employee Benefits business. Identifying and converting new business opportunities, developing strategic partnerships and working with internal teams to deliver tailored solutions to prospective clients.
Role & Responsibilities
* Develop and execute a business development strategy to meet new business revenue targets.
* Identify, approach, and build relationships with key decision‑makers (HR, Finance, Procurement, C‑suite) in target organisations.
* Understand prospective clients’ needs and feed into sub‑proposition teams to help design and build compelling propositions.
* Lead the end‑to‑end sales process – prospecting, pitching, proposal writing, pricing discussions, contracting and closing deals.
* Maintain up‑to‑date knowledge of market trends, competitor activity, and regulatory changes affecting the employee benefits landscape.
* Work closely with marketing to shape campaigns and events that generate qualified leads.
* Collaborate closely with other internal teams to maximise opportunity creation and win rates.
Key Skills & Experience
* Experience in successfully originating a pipeline of sales opportunities in the mid‑corporate and large corporate space.
* Experience in successfully converting sales opportunities.
* Experience in relationship building and networking with prospective clients.
* Knowledge and technical awareness of a range of employee benefits‑related products and services would be advantageous, but not a pre‑requisite.
* Knowledge of employee benefits market trends within the UK would be advantageous, but not a pre‑requisite.
* Ability to be consultative and pragmatic in assessing client needs and developing a proposal to address those needs.
* Excellent communication and interpersonal skills, alongside excellent verbal and written English communication skills.
* Excellent presentation skills, both verbal and written, including the ability to distil technical language (industry jargon) for non‑experts (clients and colleagues).
Demonstrated Commitment to our Core Purpose
* Power in Partnership: We work in partnership with our clients & each other – building open and trusted relationships. Working together allows us to deliver the best for our clients.
* Future Focus: We want to push our industry forward by solving problems in better ways that benefit both our clients & society.
* Strength in Difference: We work with diverse perspectives to find better solutions. Working with differences makes us stronger.
* People First: We recognise that pensions is a people business. People are the source of Isio’s expertise and it is people’s lives that we affect through our advice.
What we offer you
Isio is a people business, and we’re committed to helping our great colleagues gain a wide variety of experience, significant development opportunities and progression through the business. The variety of work that’ll be available to you will enable you to do this.
You can find out more about Isio and the benefits we offer here Isio – Careers & Benefits.
About Isio
Isio was ‘born’ in 2020 from the sale of KPMG UK’s Pension Practice to a private equity firm. An industry‑leading challenger, we provide diverse expertise spanning Pensions, Investment, Benefits and Wealth to give clients an integrated experience.
Isio is built by challengers, innovators and forward‑thinkers, grounded around a vision which strives to deliver greater financial confidence for everyone. We empower and develop those who join us – valuing curious minds and giving people the freedom to outperform.
We are committed to fostering an inclusive, equitable and diverse workplace, ensuring that our colleagues feel they belong, regardless of background or difference.
We have offices across the UK and many of our roles offer a hybrid, flexible approach to work to help create a work‑life balance that works for you.
Isio Group is an equal opportunities employer and we welcome applications from all suitably qualified candidates.
If you think you may require a reasonable adjustment to be made for any reason at any stage of your recruitment process, please email hrrecruitment@ISIO.com.
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