Defaqto
Business Development Manager
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We’re looking for a commercially driven Business Development Manager to grow Defaqto’s presence across protection, pensions and platform markets.
About Defaqto
We are one of the UK’s most trusted providers of independent financial information, ratings and market intelligence, helping consumers, advisers and financial institutions make smarter financial decisions. We maintain the UK’s largest financial product database and deliver expert, unbiased product ratings - including our industry‑recognised Star Ratings - which assess product quality across insurance, banking, investments, pensions and more.
Role Overview
You’ll focus on winning new business while developing an established client base, selling industry-leading solutions including Star Ratings, Service Ratings and Matrix 360. This is a flexible, field-based role with national coverage and regular engagement with some of the UK’s most recognisable financial providers.
What you’ll do
- Develop and win new business across protection, pensions and platform markets
- Manage and grow an existing portfolio of high-value financial services clients
- Promote Defaqto’s product suite including Star Ratings, Service Ratings, Matrix and Matrix 360
- Identify opportunities to upgrade existing clients (e.g. Matrix to Matrix 360)
- Leverage the annual ratings cycle to drive engagement and licensing conversations
- Build strong, face-to-face relationships with providers
- Collaborate with internal teams across Fintel to develop new revenue opportunities
- Attend client meetings, industry events, and occasional London office visits
- Manage pipeline, renewals and sales reporting with a strong focus on hitting targets
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Essential experience
- Proven business development or sales experience with a track record of winning new business
- Working knowledge of protection products e.g. life, critical illness, annuities. pensions
- Confidence in building and maintaining client relationships, including face-to-face engagement
- Experience working or selling in to financial services providers
- Experience working towards and achieving sales targets
- Strong communication and presentation skills
- Self-motivated and comfortable working in a largely remote, field-based role
- Ability to manage a pipeline and balance new business with client retention
Desirable experience
- Experience within platform based sales or SaaS or data sales within the sector
- Account management or client success experience
- Would also consider candidates with a background as a Protection Adviser or similar role
- Understanding of the financial services provider landscape and market dynamics
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Your approach to work
- Proactive and opportunity-focused, with a natural drive to win new business
- Comfortable navigating complex client environments with multiple stakeholders
- Commercially astute, with the ability to spot up-sell and cross-sell opportunities
- Collaborative, working closely with colleagues to maximise revenue opportunities
- Adaptable and resilient, able to manage seasonal sales cycles and evolving priorities
- Takes ownership, demonstrating initiative and accountability in achieving results
Location
This is a field based / remote working role where you’ll spend approximately 3 days out of 5 on the role meeting face-to-face with providers.
Right to Work
Applicants must already hold a legal right to work in the UK without time restrictions and without the need for future sponsorship. We are unable to provide Skilled Worker visa sponsorship.
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