Foster Denovo
Principal Partner
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Purpose of the job
To source opportunities and generate revenue through the acquisition of new corporate employee benefit clients.
The role holder will need to develop and implement creative and forward-thinking ways to approach prospective clients and nurture external relationships to build a strong pipeline to meet business quality metrics and revenue growth targets.
Job summary
Key to this role is the development of effective relationships to drive new business production in line with their own specific new business revenue targets and contribute to the overall company targets, producing regular and meaningful MI.
The job holder will play a key part in developing sales strategies and innovative solutions and will work collaboratively and closely with the Head of Business Development and Innovation on the engagement of prospects. The job holder will also work closely with the Client Success Manager to ensure the seamless transition of new clients into Secondsight.
The role holder will be a key contact and account director to a number of key clients, providing an exceptional level of client experience and managing upselling opportunities where suitable.
Key skills and personal attributes
- The development of ideas to support the sourcing of corporate new business opportunities
- Conduct high-level needs analysis during qualification calls to uncover prospects key business and people challenges
- Provide a first-class pension, financial wellbeing and H&P advice / guidance to employers
- Assist in developing the Secondsight brand and innovative solutions, influencing the direction of the EB proposition
- Work collaboratively with the New Business Development Team
- Develop and maintain a detailed understanding of Secondsight services
- Manage the recording and reporting of new business deals and income generation for yourself
- Provide leadership and mentoring support when required
- Work collaboratively with and provide leadership and support to the Practice(s) for the management of key clients
- To participate in appropriate company and departmental training, competence and development initiatives.
- To manage and plan projects in line with our sustainability policy, ensuring that Our People, Planet and Governance are considered.
- Ability to create a positive lasting impression, build and maintain relationships with clients
- Excellent communication and listening skills to support the goals and aspirations of clients
- Ambitious, with a strong commercial focus
- A self-starter
- Team player and mentoring capabilities
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About us
Foster Denovo currently boasts over 120 Financial Advisers supported by around 300 employees across eight Foster Denovo offices throughout the UK. We have the scale and resource to provide exceptional advice and service to our clients, advisers, and employees.
Our stakeholder community is an invisible bond that gives Foster Denovo its solid foundations. It also means that our people care about our reputation and brand. And as such, we aim to delight every client we come into contact with.
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When you join the Foster Denovo family, you benefit from our enviable reputation and years of industry experience. In everything we do, we’re driven by a firm set of core values, and our friendly, stakeholder culture has been praised by employees, clients, and partners alike.
Foster Denovo are also proud to hold the platinum Investors in People accreditation, which shows a clear commitment to the people who make us an employer of choice.
What we offer you
Foster Denovo has an open, mutually supportive, knowledge-sharing culture. It’s a culture that has created the space to think differently for the benefit of our clients.
Our benefits package includes:
- 25 days holiday (increasing by an additional day per annum up to 30 days)
- Discretionary bonus
- Foster Denovo will match your personal pension contribution up to a maximum of 7.5%
- Life assurance of up to 4 x your salary
- Income protection of 75% of your basic salary in the event of long-term sickness
- Employees can use our financial advisers within the company for any financial advice or knowledge
- Interest-free season tickets loans, eye care, and childcare vouchers.
- Shopping discounts benefits portal (discounts on holiday, gym, and high street retailers)
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