Job Title

Telephone Business Development Manager

Reports to

National Account Manager

Travel required

No

Hours of work

37.5 hours per week

Location

Thorpe Park, Leeds

Salary

£28,000 - £35,000 OTE

Advise Wise is so much more than just an award-winning sourcing platform. Our mission is to empower the later-life industry to achieve more and we aspire to be the leader in later-life technology solutions, driving exceptional outcomes for customers and robust market growth.

At Advise Wise we are committed to exceptional industry standards and performance, we are continually innovating and developing our business through the team that we have built.

Advise Wise was founded on 3 very simple company values:

Trustworthy - We stand firm on integrity. We prioritise ethical conduct and foster an environment of transparency. We are a dependable partner in the realm of later-life technology solutions.

Innovative - We don't follow; we lead. Advise Wise is a trailblazer, harnessing state-of-the-art technology to shape the future of later-life tech. Our commitment to innovation is bolstered by our passion for education, guaranteeing our industry is empowered and fully equipped to embrace the future.

Clear - Simplicity is our strength. We craft user-centric designs that are straightforward and comprehensible. With a lucid and intuitive approach, we cut through complexity, making advanced technology accessible to all.

A Telephone Business Development Manager (BDM) plays a pivotal role in driving growth for the business and reinforcing the mission, vision and values mentioned above. Integral to the development of distribution, user outreach, market analysis and system improvements. This is all focused on building a board and balanced user base whilst promoting best-in-class systems and technology on offer to the later-life sector.

A TBDM for a later-life sourcing system plays an integral role in the wider sector and benefits from having a truly holistic view of our market. Having links in with all the lender and valuable third parties, not to mention our amazing adviser base give this role a unique advantage and oversight. This role comes with a strong vision of career development as it is really the very start of a distribution team here at Advise Wise.

Below are the key roles and responsibilities of the position in question:

Lead Generation:

Actively identify and target potential advisory firms within the later-life advice space. Research and assess these firms to ensure they align with the company's target demographic and understand their business needs and goals.

Adviser Outreach:

Initiate and maintain contact with prospects through calls, emails, meetings and other communication channels such as social media to ensure business continuity and the widening of the brand.

• Conducting platform demonstrations
• Engagement campaigns
• Re-engagement campaigns
• Platform support

Relationship Building:

Foster and nurture relationships with key decision-makers and stakeholders at adviser firms to build and maintain a pipeline of prospective users and manage ongoing relationships. Ensuring adviser retention. As a TBDM it is great to work with and understand the long-term goals of our advisers and help them achieve those goals through educating and selling our platform solutions. It is this added value and personalisation of approach that will stand us out from our competitors.

Sales and Conversion:

Effectively communicate Advise Wise's value proposition to potential advice firms. Gain confidence and commitment in the value proposition of Advise Wise by understanding a client's needs, addressing objections, and negotiating value terms.

Market Analysis:

Stay updated with industry trends, market conditions, and competitor initiatives. Provide regular market insights and feedback to inform strategic planning and direction.

Sales Reporting and Analytics:

Track and report on engagement activities and use data and analytics to refine sales strategies and improve performance.

Goal Achievement:

Set and achieve sales targets and objectives in alignment with company goals. Develop and implement strategies and campaigns to meet or exceed targets.

Collaboration:

Work closely with the marketing team to align user engagement efforts with marketing campaigns. Collaborate with other departments, such as our helpdesk and system development team, to ensure adviser needs are met. Work alongside the National account manager to target and attain a broad and balanced user base along with a solid value proposition for our platform users.

Continuous Learning:

Stay current with industry knowledge and sales techniques through training and self-development. Develop and maintain a strong understanding of Advise Wise's proposition to effectively convey its' value to potential users.

Feedback and Improvement:

Solicit feedback from users and incorporate it into product/service improvement discussions. Continuously improve sales processes and strategies based on feedback and results.

Qualifications and education requirements

Mandatory:

Telephony sales experience along with time spent within the later life market.

Desirable qualifications

CeMAP/CeRER or equivalent

This job description is not exhaustive and serves only as a broad outline of the duties required. This job description may be amended as necessary.

For more details on this role or to find out more about our team please contact our hiring manager Daniel Edmondson.