Team Manager - New Business

  • Location:


  • Sector:

    Financial Services

  • Job type:


  • Salary:


  • Contact:

    Neil Drew

  • Contact email:

  • Job ref:


  • Published:

    6 months ago

  • Expiry date:


  • Startdate:

    22/08/2018 09:39:48

Our client, a highly regarded Financial Services company with offices in Crawley are looking for a talented people manager to lead a team of 11 within their New Business and Relationship Management department.

To be successful in this role you will have Financial Services experience with CF1, FA2 or equivalent and be a strong people manager who also possesses experience of Financial Services Sales.

In return the company offers an excellent salary and bonus structure, a great set of employee benefits and a supportive work environment.

If this sounds like you, read on..

Key Responsibilities

* Manage all new client acquisition through to first file upload via in-bound and outbound telephone activity.
* Co-ordinate all inbound enquiries generated from sales funnel, web searches and marketing campaigns.
* Manage the office-based relationship management team responsible for in-bound and outbound business development activity. Ensure team are equipped with latest information on the company's proposition collateral to enable them to identify the most appropriate relationship management approach.
* Create and execute an email and digital engagement strategy for client base.
* Create, maintain and communicate accurate management information and metrics reporting against departmental and organisational KPI's and objectives to the wider Business Development team.
* Coach and mentor team members to meet business objectives and for succession planning
* Build positive relationships with colleagues throughout the business and especially Operational teams to ensure a collaborative and engaging approach to deliver a high level of customer service.
* Represent and manage Business Development participation in company projects ensuring a customer centric perspective is implemented in line with our company values.
* Own New Business sign up company objective, produce reports and Board papers as required.
* Pro-actively manage team's performance against agreed objectives and targets, taking appropriate action to correct shortfalls and non-performance.
* Ensure T&C standards are implemented and documented and regularly observed and monitored, including the delivery of KAM and Soft Skills training.
* Deputise for Group Director of Sales & Marketing to represent Business Development at Strategic Meetings.
* Take ownership for telephony follow up of campaigns to increase Funds Under Management, Retention of Employers, new business sign ups, and distribution of Health and Money proposition.
* Adhere to Company Risk Management policy and procedures, including reporting of incidents or breaches.
* Apply and promote Treating Customers Fairly (TCF) culture and principles, together with the organisation's behaviours and values.
* Adhere to Company Diversity & Inclusion policy.

Required Behaviours:

* Adapting
* Innovating
* Collaborating
* Being Accountable
* Leading People
* Leading Business

Skills/ Experience:

* Educated to Degree level or equivalent.
* CII CF1 and FA2 or equivalent.
* ILM level 5 Management Diploma or equivalent.
* Managing a New Business function, remote based relationship management team ideally in a pension environment.
* Multi-channel sales distribution.
* Working to targets, metrics and identifying measures of success.
* Extraction and analysis of MI using CRM.
* Diverse experience of Financial Services Markets.
* Delivery of Key Account Management and Soft Skills principles.

For further details, please contact Neil Drew on 01293 848123 or email

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.