Business Development Manager
Department: Sales
Employment Type: Permanent - Full Time
Location: Field-based
Reporting To: Head of Sales
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
- 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
- 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.