Telephone Business Development Manager (Financial Services)

TL;DR

Telephone Business Development Manager (Sales): Managing a portfolio of intermediary accounts to promote individual protection products with an accent on relationship building and outbound sales. Focus on driving adviser engagement, explaining product propositions, and meeting quality targets to increase business growth.

Location: Hybrid in Cardiff, UK

Company

hirify.global is a leading UK financial services group and global investor providing retirement and protection solutions.

What you will do

• Build and maintain strong relationships with advisers, practice principals, and paraplanners.
• Manage a dedicated account list across assigned regions.
• Execute regular outbound calls and handle inbound adviser queries.
• Introduce products, propositions, and services to support adviser conversations.
• Follow up on leads from marketing campaigns, workshops, and network events.
• Stay current with market trends, competitors, and regulatory requirements.

Requirements

• Proven sales experience in telephone, account management, or business development environments.
• Confidence in building professional relationships via telephone.
• Proactive approach to managing accounts and maintaining momentum.
• Strong communication skills with the ability to simplify complex product information.
• Comfort working towards commercial sales and quality targets.

Nice to have

• Experience in financial services, protection, mortgages, or intermediary sales.
• Relevant qualifications such as RO1 or RO5.

Culture & Benefits

• Annual performance-related bonus plan and share schemes.
• Generous pension contributions and life assurance.
• Healthcare plan for permanent employees.
• Minimum 25 days holiday plus public holidays (increases with service).
• Tax-efficient electric car hire scheme via salary sacrifice.
• Various high street and online retail discounts.