Skills

Sales Prospecting CRM Research Training Databases Marketing business development

Job Specifications

Location: Horsforth, Leeds (Hybrid)

Working Pattern: Full-time, with part-time considered for the right candidate

Bartlett Group is growing fast and looking for an ambitious, articulate and entrepreneurial Business Development Executive with proven telesales experience and a strong track record of generating results to support our continued growth. Our people are key to our success, and we pride ourselves on providing all colleagues with the necessary tools and training to thrive and excel in their field.

In this role you will be responsible for delivering qualified appointments with prospective clients, directly contributing to the ongoing success of the business. While prior experience in financial services is advantageous, it is not essential. Bartlett has a strong history of developing exceptional talent from a variety of sectors, and we provide comprehensive training and support to help our people reach their full potential.

The responsibilities for the role are listed below:

Prospect Marketing

Develop a thorough understanding of Bartlett's products and services (training is provided).
Contact pre-identified prospective clients through outbound phone calls, email, LinkedIn, and other marketing channels.
Support the sales team with marketing projects and campaigns.
Undertake research into prospective clients prior to initial and follow-up contact.
Identify and proactively speak to key decision makers to ensure qualified, quality, and productive meetings are set.
Gather and log relevant information (e.g., renewal dates, existing provider relationships, fees, and other useful details) to assist in prospecting.
Arrange appointments for designated colleagues, either in person or via introductory Teams calls.
Ensure an effective and prompt hand-over of prospective client information to the relevant colleague.
Contribute ideas to new business initiatives and suggest improvements to marketing processes.

Pipeline Management

Undertake prospect database cleansing activities
Promptly and accurately update and maintain databases of prospective client data
Manage a task and diary system, supporting the ongoing contact strategy for the prospective client database
Ensure that all prospecting interactions are delivered in a timely manner

General Standards

Maintain KPIs notified by line manager
Ensure that you treat customers fairly, in accordance with the FCA's TCF principles
Present a positive and professional image of the Bartlett Group in all dealings with prospective clients, existing clients, suppliers and the public in general
Maintain a positive and professional working relationships with colleagues
Manage your own day-to-day activities efficiently and effectively
Contribute to the smooth running of the department and the company, including participation in the Company's internal audit procedures, where required
Achieve and maintain the required level of Training & Competence
To be aware of the relevant FCA regulations and to assist the Company in remaining compliant by working within Company procedures

Our Ideal Candidate

Some of the experience, skills and behaviours which are important to us are:

Prior experience within a telemarketing to role with demonstratable success
You are a strong and articulate communicator with a proficient level of written and spoken English and grammar
You are resilient and tenacious
You are keen to continually learn and develop your knowledge and skill-set
Curious to understand, improve and challenge/question where appropriate
Experience of team environments and an understanding of the importance of the team and how together we will all support each other in being successful
Being proactive in your thinking and how you can improve work tasks and support our busy team in being more efficient
Ability to efficiently manage your own workload often without supervision
Experience of working with CRM databases
You are proficient in Word and Excel with strong organisational/administrative skills
Ability to develop, nurture and maintain positive working relationships both internally and externally

Rewards

We offer very competitive salaries and a market leading benefits package.

Competitive salary (based on experience) Total earnings of up to PS50k
Generous holiday allowance starting at 25 days plus bank holidays, with the ability to purchase more days and volunteering days
7% employer pension contributions
Private Medical Insurance
Income Protection
Life Assurance
Cycle to Work Scheme
Free Onsite Gym
PS500pa wellbeing allowance to spend on health related items (including our inhouse personal trainers/health apps/health screenings/books/subsidised yoga classes/dedicated wellbeing team)
Electric Car Scheme with free onsite electric charge points
Dedicated professional training budget
Staff discounts on insurance products and financial planning services

About Bartlett Group

Established in 1940, Bartlett is one of the UK's leading insurance brokers and financial advisers. Reco

About the Company

Established in 1940, Bartlett Group is an independent insurance and financial solutions specialist, offering tailored services for businesses and individuals. From bespoke insurance solutions to employee benefit packages, wealth management, and independent financial advice, our comprehensive offerings reflect our commitment to excellence. Honoured with accolades such as the UK Broker of the Year and Commercial Lines Broker of the Year in 2020, and ranked in the Financial Times Top 100 UK Financial Advisers, Bartlett Group op... Know more