Working hours: 35 hours per week, Monday to Friday

Duration: Permanent 

Location: Remote 

Job Ref: 203423

About the role

Ecclesiastical Planning Services, who are proudly part of Benefact Group, are looking for a Business Relationship Manager to join us on remote basis with travel across the UK.

As Business Relationship Manager you will be responsible for the management, retention and optimisation of a panel of funeral directing Appointed Representatives to support delivery of Ecclesiastical Planning Services’ business plan objectives.

The successful candidate will have the ability to manage a panel of funeral directing Appointed Representatives, demonstrating strong leadership skills. Excellent interpersonal and communication skills for building and maintaining relationships. A solid understanding of business planning and objectives and a commitment to providing high-quality customer service to clients. Along with experience in a regulated financial services environment.

Joining our rapidly expanding and innovative Group presents a fantastic opportunity to develop your career and become an integral part of an inclusive, purpose-led organisation.

Key responsibilities

• Definition and delivery of partner sales plans for panel of Appointed representative firms, taking remedial action to address underperformance and/or maximise over performance to achieve business targets
• Own and proactively develop commercially successful and productive relationships with funeral directing firms to maximise the growth of our funeral plan business
• Support the delivery of EPSL’s business plan to win and retain business in our core market sectors by:
  • High quality account management or panel of firms to optimise performance and profitability
  • Planning and delivery of agreed sales development activity, ensuring CRM accurately reflects planned and actual activity
  • Delivering a high-quality business development process
  • Prospecting, including utilising and growing the CRM database
  • Driving profitable new business growth
  • Meeting company retention and new business targets
  • Maintaining prudent and ethical communication standards
• Work proactively with colleagues to deliver exceptional service to funeral directing firms and our contacts in the funeral trade and identify areas where business processes can be improved
• Promote Ecclesiastical’s brand, values and reputation in its markets and with all business partners, customers and suppliers by acting responsibly and with credibility in order to enhance prospects for the profitable achievement of business growt
• Ongoing oversight and management of assigned Appointed Representative relationships to ensure they comply with relevant regulations and demonstrate high standards of good practice

Knowledge, skills and experience

• Must hold full UK’s Drivers Licence 
• Proven track record in a similar role building sales through intermediaries ideally in later life or regulated markets
• Ability to build productive relationships internally and externally
• Excellent communication and presentation skills
• Good knowledge of tactical marketing campaigns and ability to identify such opportunities
• The ability to support the design of and run training sessions for business partners

What we offer

• A competitive salary - let's discuss it
• Car allowance 
• Group Personal Pension - up to 12% employer contribution
  
• Generous annual bonus scheme up to 24%
  
• 25 days annual leave plus bank holidays, and a holiday buy and sell scheme
  
• A range of health and wellbeing benefits, including private healthcare, income protection and life assurance
  
• Up to £400 annual personal grant to a charity of your choice
  
• Encouraged to take at least one volunteering day per year
  
• Employee Assistance Programme
  
• Full study support to gain professional qualifications
• Access to virtual GP
• Enhanced maternity and paternity pay

About us

Ecclesiastical Planning Services (EPS) work with a UK-wide network of funeral directors to provide pre-paid funeral plans. Our business is based on trust, so we focus on personal service, offering guidance and support to funeral directors and families when they need it most.

Benefact Group is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and are currently the UK’s 3rd largest corporate donor, having given away £200 million since 2016. We have ambitious plans to become the UK’s number one corporate donor, with strategic objectives in place to double the Group’s size.

We believe it’s essential to attract, empower, grow and reward talented people, offering fantastic opportunities for career and personal development. Our giving ethos, 135-year history and the diversity of what we do, has enabled us to build a culture of kindness, great ambition, and of passionate people driven to do better and be better.

At Benefact Group, we are committed to creating an inclusive culture and building an environment where each and every one of us feels valued and respected. We are a community made up of people with a range of different backgrounds, abilities, perspectives, beliefs and interests and we value the strength this brings to us as a Group. We welcome applications from everyone. 

If you need any additional support during the recruitment process, then please let us know.

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