Insignis
Business Development Executive
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
About Us
We are a fast-growing FinTech company looking for a talented and enthusiastic individual to join our team. We are expanding, making this a perfect position if you would like to have a significant impact on our company’s growth and develop your role and career as the business evolves. You will join a team where your ideas will be welcomed and valued.
Role Overview
Insignis is growing its Wealth and Financial Advice Team and is looking for a driven business development professional to join the team. The team is responsible for contracting new financial adviser firms with Insignis, expanding the network of advisers who can refer their clients to the Insignis cash management platform.
Key Responsibilities
Outreach and Pipeline Management
- Manage a portfolio of target advisory firms.
- Execute structured outreach campaigns using HubSpot sequences — email, phone, and LinkedIn.
- Qualify interest and identify the right decision-maker at each firm (typically the principal or Proposition Lead/compliance lead).
- Progress qualified firms through the new firm pipeline from first contact to signed contract.
- Maintain accurate, up-to-date records in HubSpot — contacts, companies, deals, and activity logs.
- Hit agreed outreach volume and pipeline conversion targets, reviewed weekly.
- Once a contract is won, conduct Due Diligence and then Onboard the new Partner firm to Insignis and initiate handover to the Account Manager.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Relationship Development
- Build rapport with principals and advisers at adviser firms.
- Clearly articulate the Insignis proposition — how Insignis works, the benefits for advisers and their clients, and the onboarding process.
- Handle objections confidently and escalate to a senior SRM where appropriate.
- Arrange and execute introductory meetings or demos, either virtually or in person, supported by the wider GPT Team.
Process and Reporting
- Follow the Team's outreach cadence and sequencing playbook.
- Update HubSpot deal stages accurately after every interaction.
- Prepare a weekly pipeline update, flagging any firms ready to progress or requiring senior engagement.
- Complete the handover briefing note for any firm that signs a contract, ready for Wealth Team takeover.
- Contribute to ongoing improvements to outreach templates, sequences, and the Flag playbook.
Skills and Experience
Essential
Get help with your application
Your very own career expert that helps elevate your application to the next level.
- Strong written and verbal communication skills — clear, professional, and concise.
- Confident telephone manner, with the ability to engage senior decision-makers.
- Organised and self-motivated, with the ability to manage a large portfolio of firms at different stages simultaneously.
- Comfortable using CRM systems to manage contacts, activity, pipeline, and follow-up tasks.
- Collaborative team player, willing to share learnings and support colleagues.
- Genuine interest in financial services, wealth management, or fintech.
- Proven experience in business development, sales, or account management, ideally in a B2B environment.
- 5+ years experience selling to financial advisers, gained within a Platform or Provider environment.
Desirable
- Experience using HubSpot, Salesforce, or similar CRM and email sequencing tools.
- Understanding of cash management, deposits, savings products, or adviser-led client propositions.
Benefits Of The Job
- Competitive compensation.
- 25 days holiday (exc. Bank holidays).
- Pension contributions.
- Private medical insurance.
- Employee health and wellness discounts.
- Cycle to Work Scheme.
- Monthly team lunches.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location