Business Development Manager - Wealth

Aviva Insurance Direct

York, England, United Kingdom
Hybrid
Experience with independent financial advisers
Proficient in salesforce and qlik
Ability to generate new leads
This role involves developing relationships with key Independent Financial Advisers and Strategic Partners

Job Summary

  • This role involves developing relationships with key Independent Financial Advisers and Strategic Partners.
  • You will be responsible for achieving sales targets and maintaining accurate records of client interactions.
  • Aviva offers a generous pension scheme and various employee benefits including private medical support.

Matching Summary

This role involves developing relationships with key Independent Financial Advisers and Strategic Partners.

Skills & Requirements

Must-have

  • Experience with Independent Financial Advisers
  • Proficient in Salesforce and Qlik
  • Ability to generate new leads

Nice-to-have

  • Strong internal collaboration skills
  • Mentoring and supporting team members
  • Ambitious and confident personality

Key Requirements

  • Level 4 Diploma in Regulated Financial Planning
  • Investment Management Certificate or equivalent
  • Solid understanding of the Intermediary market

Work Rights

Not specified

Tailored Resume

Cover Letter