Account Executive jobs in United Kingdom

This range is provided by Bartlett Group . Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Bartlett Employee Benefits division is growing fast and looking for an ambitious, articulate and entrepreneurial Business Development Executive, with a strong track record, to support our continued growth. Our team is the most important part of our success and we pride ourselves on providing all of our colleagues with the necessary tools and training to thrive and become experts in their field.

Working within our Business Development team, you will provide your colleagues with qualified appointments with prospective clients, sharing in the continued success of the business. Although experience within financial services is preferred, it is not essential. Bartlett has a history of developing exceptional talent from a variety of sectors and providing the training and support to allow everyone to reach their potential.

The responsibilities for the role are listed below:

Prospect Marketing

• Develop a thorough understanding of our products and services and what makes Bartlett an exceptional advisory firm for Employee Benefits (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 the decision makers for Employee Benefits ensuring qualified, quality and productive meetings are set for the Business Development team
• Gather and log benefit sales USPs, renewal dates, existing broker relationships, annual premiums and fee/commission costs and any other relevant information to assist in the prospecting of target clients
• Arrange appointments for designated colleagues to visit prospective client or have an introductory Teams call
• Ensure an effective and prompt hand-over of prospective client information to the designated colleague
• Participate in new business initiatives, contributing ideas to these wherever possible
• Provide both positive and negative feedback and be entrepreneurial in how the multi-channel marketing process can be improved to increase prospect engagement
• 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

You will be joining a department that is proud and supportive of every member of the team and the team spirit that is in place. We recognise that we are all part of our collective success. This team works hard, enjoys working together and provides an excellent opportunity for the right person.

Rewards

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

• Competitive salary (based on experience) Total earnings of up to £50k
• 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
• £500pa 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

Established in 1940, Bartlett is one of the UK’s leading insurance brokers and financial advisers. Recognised for our enduring focus on clients and employees, in the last 5 years alone we have been named as UK Broker of the Year, Commercial Lines Broker of the Year, the UK’s #1 Financial Adviser in the Financial Times Top 100 and Best Employer at the Yorkshire Financial Awards.

Today, the business is proudly managed by the third generation of the Bartlett family, acting for businesses across the UK – from regional firms to large multi-national employers.

With an eye to the next decade (as opposed to the next quarter), we’re perfectly placed to continue to create meaningful and enjoyable careers for our colleagues across the UK, whatever their role.

And when you join Bartlett, you also help support vulnerable young people across the UK and abroad. We do this by giving 8% of our pre-tax profits to support grassroots organisations. In the last four years alone, we’ve raised over a million pounds to support some incredible causes.

Due to the volume of applications, we are unable to offer feedback to all submissions.

If you have not heard from us within 14 days, unfortunately your application has not been successful on this occasion.

Bartlett is an equal opportunities employer and welcomes applications from all suitably qualified individuals, regardless of race, sex, disability, religion or belief, sexual orientation, or age. We actively encourage applications from people of all backgrounds and identities, and are committed to fostering a diverse, equitable, and inclusive workplace.

If you require any adjustments or accommodations during the application or interview process, whether related to a disability, neurodiversity, or any other need, please let us know. We are committed to ensuring a fair and supportive experience for every candidate

WE DO NOT REQUIRE ADDITIONAL AGENCY SUPPORT FOR THIS ROLE

• Seniority level
  Associate

• Employment type
  Full-time

• Job function
  Business Development and Sales

Referrals increase your chances of interviewing at Bartlett Group by 2x

Get notified about new Business Development Executive jobs in Leeds, England, United Kingdom.

Leeds, England, United Kingdom 1 week ago

Leeds, England, United Kingdom 3 days ago

Leeds, England, United Kingdom 2 weeks ago

West Yorkshire, England, United Kingdom 1 day ago

Leeds, England, United Kingdom 1 month ago

Leeds, England, United Kingdom 1 week ago

Leeds, England, United Kingdom 1 week ago

Leeds, England, United Kingdom 6 days ago

Leeds, England, United Kingdom 1 week ago

Leeds, England, United Kingdom 3 days ago

Bradford, England, United Kingdom 5 days ago

West Yorkshire, England, United Kingdom 2 days ago

Leeds, England, United Kingdom 2 weeks ago

Wakefield, England, United Kingdom 3 weeks ago

Leeds, England, United Kingdom 1 week ago

Leeds, England, United Kingdom 2 weeks ago

Leeds, England, United Kingdom 1 week ago

Leeds, England, United Kingdom 2 weeks ago

Leeds, England, United Kingdom 1 month ago

Leeds, England, United Kingdom 4 weeks ago

Horsforth, England, United Kingdom 3 days ago

Dewsbury, England, United Kingdom 3 days ago

Leeds, England, United Kingdom 2 weeks ago

Castleford, England, United Kingdom 3 months ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.