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.
We are currently seeking a highly motivated and organized individual to join our team as a Business Development Manager for the Not-for-Profit team. In this role, you will play a pivotal role in building and maintaining strong relationships with not-for-profit companies and their people.
Requirements
- Proactively develop and maintain strong relationships with Not-for-Profit and Charity clients, acting as a trusted provider and strategic partner to drive client satisfaction and retention.
- Prepare deposit illustrations to show clients and prospects available products.
- Conducting Demonstrations and Training for prospects.
- Follow-up marketing and sales leads to ensure maximum conversion throughout the client journey.
- Utilise a range of communication methods to establish and build new relationships.
- Collaborate with Marketing, Product, and Onboarding teams to align business development efforts
- Attending networking events and conferences where appropriate.
- Support in identifying upsell and cross-sell opportunities within Not-for-Profit and Charity client accounts and assist in the preparation of proposals.
- Achieve and exceed monthly and quarterly sales targets
- Accurate and timely completion of our CRM systems.
- Proven experience and track record in a similar role, preferably within the financial services industry, Not-for-Profit sector, or fintech.
- Client-centric mindset with a strong focus on delivering exceptional customer service within the Not-for-Profit and Charity sector.
- Strong organisational skills with the ability to manage multiple priorities and meet deadlines in a fast-paced environment.
- Demonstrated problem-solving abilities and analytical skills to identify and resolve operational issues.
- Ability to build and maintain effective relationships with Not-for-Profit and Charity partners, clients, and internal stakeholders.
- Ability to adapt quickly to changing business requirements and work well under pressure.
Benefits
- 25 days holiday (exc. Bank holidays)
- 5% Pension Employer Contributions
- Private medical insurance with Vitality
- Health cash Plan with Medicash offering contributions to dental, optical and much more
- Enhanced Parental Leave
- Cycle to Work Scheme
- Monthly team lunches, quarterly company socials
- Hybrid working pattern in London office, 3 days in the office, 2 days remote.
Top Skills
What We Do
Insignis simplifies savings management.
We help our clients optimise returns by offering access to a wide range of savings products—all through a single, secure platform.
With access to over 3,500 savings products, we help clients to diversify risk, secure competitive interest rates and save time on admin.
Over the past decade, we've placed more than £22 billion in cash assets for 15,000+ clients, including financial advisers, businesses, individuals and charities.
Let us help you manage cash with confidence and ease.
