Business Development Manager

Department: Sales

Location: Field-based

Description

We’re looking for a commercially driven Business Development Manager to grow Defaqto’s presence across protection, pensions and platform markets.

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

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
  
  

What you'll need to succeed:

Essential experience

• Proven business development or sales experience with a track record of winning new business
• 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 towards and achieving sales targets
• Strong communication and presentation skills
• Experience in financial services or a related sector
• 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

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 upsell 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
  
  

Important to know:

Location:

This is a field based / remote working role where you 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.

Fintel plc and all the businesses within it adopt a zero-tolerance approach to discrimination on any of the protected grounds in the Equality Act 2010.

We are committed to providing equal opportunities to all current and prospective employees regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.

We aspire to have a diverse workforce because, in our view, diversity enables better business outcomes. We also believe that a more inclusive workplace, where people of different backgrounds work together, ensures better outcomes for all staff. From application to interview, we place inclusion at the heart of all we do.