EB Consultant

We have an exciting opportunity for an experienced Employee Benefits Consultant to join a leading financial services company based in Bath, who offer a range of solutions to their private and corporate clients, including wealth management and employee benefits.

As an Employee Benefits Consultant, you will be tasked to actively manage a portfolio of clients, providing excellent client service and spotting further opportunities through understanding your client's needs. Working collaboratively, you will be responsible in proactively growing, managing and retaining clients, by developing new business opportunities and generating new relationships and opportunities from a variety of sources. The role will have a focus on retaining and growing the existing base of SME and mid-sized clients, by cross and upselling across the portfolio of risk, pensions or healthcare benefits, whilst closing new business opportunities from internal and external leads.

Responsibilities

• Manage and maintain accurate management information/data relating to the different client contact strategies (including return on investment for planned events) and provide reports as and when required
• Generate appropriate monthly reporting, information and statistics in the required format
• Produce and provide when required complex business tender reports based on client needs
• Formulate and agree a business plan each year
• Identify and maximise new sales opportunities and take the appropriate steps to secure the business
• Identify appropriate industry events to represent the business and seek new business opportunities
• Conduct face to face meetings with clients using the company process to identify clients' needs
• Spot opportunities for growth of revenue within current client bank, specifically; cross selling within EB e.g. pensions/HRW, selling additional services

If successful, our client offers an impressive starting package including a competitive basic salary of up to £60,000 alongside bonuses and benefits (pension, life assurance, income protection, PMI and a range of flexible benefits options).

If you match the requirements above and this sounds like an opportunity you would be interested in, then please forward your CV for immediate consideration or contact James Salmon for more information.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.