Dynamic Planner
Senior Business Development Executive
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Job Description
Role Overview
Lead new business sales within the large and consolidating financial adviser market, driving strategic, consultative sales across multi-stakeholder organisations. You’ll own the full sales lifecycle from lead generation through to close whilst ensuring strong pipeline management, accurate forecasting, and consistent deal progression. Working closely with Marketing and senior stakeholders, you’ll generate opportunities, build relationships at C-level, and represent Dynamic Planner in the market.
Job Requirements
- Held a BDM role within the financial technology sector. Ideally a hybrid (phone / video) and face to face
- Track record of making SaaS sales to large financial advice firms
- Experience and understanding of the independent financial adviser space particularly at consolidator level
- Excellent pipeline management and forecasting skills
- Proven ability to meet and exceed sales targets
- A naturally positive influencer
- Proven value based, consultative selling approach
- Excellent presentation skills
- Impeccable written and oral communication skills
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Education & Qualifications
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- IFA professional qualifications preferred
- Degree level education preferred in related field
Job Responsibilities
- To contribute to the adviser sales strategy in the business
- To manage the Large sales strategy seamlessly aligning to the company wide strategic initiatives and other departmental strategic plans
- To drive new and upsell adviser sales in the Large space
- Using the MEDDIC sales approach to understand prospect and client technical requirements and shape the solution with support from pre-sales technical consultants
- Deliver expert software demonstrations, with the ability to use product and PowerPoint seamlessly, whilst reading the language in the room and pivoting the pitch in a live environment
- Be an exceptional negotiator and skilled closer, with the ability to articulate the value proposition throughout the journey
- Work alongside client success and implementation to deliver projects to live
- Be physically and digitally present regularly delivering value at industry events and networking
- Manage and report on individual pipeline and have full visibility on future forecasting
- Drive commercial agreements alongside legal
- Devise and continually monitor and improve sales process including positioning and presentation
- Co create with marketing, sales collateral including video and the written word
- Work alongside marketing to drive more awareness and promotion of Dynamic Planner
- Systematically feedback to marketing on messaging
- Systematically feedback to the wider organization the competitive landscape in the field
- To contribute to ‘Voice of the Customer’ and feedback via client success on product feedback
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