Business Development Manager - B2B2C

Discipline: Sales and Business Development
Job type: Permanent
Salary: £60,000 Plus 40% Bonus | Remote
Contact name: Stephanie Barber

Contact email:

About The Company

Our client are an FCA-regulated provider of innovative financial products in the Probate sector. They help individuals access inheritance funds quicker and easier than traditional financial products. The organisation employs a entrepreneurial ethos and employees have an exciting opportunity to influence the future success of the business.


About The Opportunity

A fantastic role with huge potential, ideal for an experienced and enthusiastic business development professional to continue their career with an emerging consumer finance start up. You’ll be responsible for growing the company’s revenue and profile through case referrals from a range of Intermediaries. The role encompasses managing and developing existing B2B2C broker-type intermediaries as well as identifying and targeting new B2B2C sectors and Brokers/Intermediaries to ensure maximum penetration into the potential marketplace. Brokers/Intermediaries will be traditional finance brokers, IFA networks, Will Writers, Funeral Directors, Estate Agents, Accountants, etc. and any other business potentially involved in the probate process, not including Solicitors/Probate Administrators. We are looking for someone who can grow with the role and the company and is excited by the opportunity. The ideal candidate will have experience in Business Development or Account Management. A knowledge of the legal sector or consumer finance would be an advantage but not necessary. The company employ a hands-on start-up mentality; the ideal candidate will be both commercial and operational, working closely with the Business Development team and Operations/Underwriting teams



·         Identify key Intermediaries across the UK and proactively contact through a variety of channels, e.g. direct approaches, personal contacts, industry associations, LinkedIn, networking events, etc.

·         Investigate networking/sponsorship opportunities for virtual/F2F engagement with relevant intermediaries to promote the company and its products

·         Contact and present to key contacts within most promising opportunities for proactive engagement on an ongoing basis to generate opportunities (‘Hunt’)

·         ‘Farm’ panel of engaged Intermediaries to generate opportunities through a combination of activities (e.g. regular calls and visits, team meetings, training, coffee mornings, etc.)

·         Ensure that the company is the sole or preferred supplier for probate funding products

·         Liaise with Intermediaries on live cases and be willing to communicate with the Customer if necessary (the applicant) and Intermediary to ensure required documentation is received

·         Using knowledge of products be able to solve Intermediary and Customer issues to maximise opportunities without, where possible, recourse to others

·         Address first line queries from Intermediaries in a timely and interactive hands-on manner; demonstrating knowledge of products, objection handling, underwriting requirements, etc.

·         Ensure effective communication between Intermediary and Operations/Underwriting to eliminate, as far as possible, any delays/misconceptions/misunderstandings

About You

·         Extensive B2B2C Sales/Relationship Management experience

·         Demonstrable career progression over a number of years

·         Proven track record in a target driven role to include an element of New Business

·         Excellent relationship building and leadership skills

·         Tenacious, able to work around potential blockages, ability to think on your feet

·         Excellent communicator at all levels and through all channels, attention to detail

·         Confident at writing and delivering presentations

·         Proactive and self-motivated, able to work remotely

·         Fully skilled in Microsoft Office product suite and CRM systems