Account Development Executive - 18 Month FTC

at  Benefact Group

Working hours: 35 hours per week, Monday to Friday
Duration: 18 month Fixed-Term Contract
Location: Gloucester - hybrid working 3 days in office
Job Ref: 203048

KNOWLEDGE, SKILLS AND EXPERIENCE

• A proven track record of delivering exceptional customer service
• Strong verbal communication skills
• Experience of effective stakeholder management within a commercial environment

ABOUT US

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.

ABOUT THE ROLE

Ecclesiastical Planning Services, who are proudly part of Benefact Group, are looking for a Account Development Executive to join our Gloucester office on an 18 month FTC maternity cover.
You will be joining a busy sales team, working directly with customers and Funeral Directors. Excellent communication and interpersonal skills that enable you to influence and bring people along with you are essential for the role.
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

• Ensure all new enquiries/Funeral Directors are acting within Ecclesiastical risk appetite: target, win and retain business in our core market sectors, delivering profitable growth in line with plan through:
• Prospecting, including utilising and growing CRM (customer relationship management) pipeline.
• Delivering well qualified insightful leads to the wider sales force
• Planning and delivering agreed activity levels, ensuring CRM accurately reflects planned and actual activity.
• Delivering a high-quality sales process to own Funeral Director panel and customer journey.
• Driving profitable new business growth
• Meeting new business targets
• Proactively engage Funeral Director community using CRM pipeline
• Build and maintain a successful contact strategy for each Funeral Director ensuring key stakeholders/decision makers are identified.
• Profile FD’s to maximise opportunities for the wider sales force.
• Utilise cross selling opportunities for SEIB and the wider group.
• Act as the first point of contact for telephone based Funeral Director development, triage cases and enquiries to establish the right contact within the sales force.
• Independent Appointed Representative (IAR) support:
• Engaging promptly with Funeral Director leads on new funeral plans.
• Contacting customers and arranging funeral plans, following agreed compliant process
• Planning and delivering agreed activity, ensuring CRM accurately reflects planned and actual activity.