Business Development Manager

Business Development Manager

Department: Sales

Employment Type: Permanent - Full Time

Location: Field-based

Reporting To: Head of Sales

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.

• 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

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 with in 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

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.