Careers

Job Title: 

Business Development Consultant

Reports to:

Head of Intermediary Sales

Direct reports:

None

Controlled Function: 

No

Full-time hours

Monday to Friday: 35 hours/week

Location

Combination of both home working and office based (dependent on location).

Purpose of role:

The key purpose of this role is to promote awareness of National Friendly’s range of protection products and services to new and existing intermediaries.

Key duties and responsibilities:

Sales and support

·        Identify and develop new business relationships with broker and IFA accounts via telephone calls, emails, and presentations.

·        Work closely with the Field BDM team to support them on webinar/ presentation follow ups.

·        Ensure intermediaries are appropriately trained on our products and systems, and kept updated on product USPs, changes and developments.

·        Assist with the set up of new agencies and log ons for new Network/ Commission Club member firms.

·        Engage with intermediaries following events and marketing campaigns.

·        Regularly monitor sales and conversion volumes from intermediaries and report findings to maximise sales opportunities.

·        Contact all intermediaries regularly to ensure satisfaction with the working relationship, address issues, identify opportunities for improvement / additional sales opportunities and overcome obstacles to the sale of new products.

·        Identify any barriers to sale experienced by intermediaries and proactively feed them back to the Society for consideration by the Head of Sales or Commercial Director. 

·        Ensure all intermediary details / records are regularly updated and accurately maintained on the CRM system (Salesforce).

·        Assist in the development of, and effectively manage within the distribution channel, best practice Standard Operating Procedures (SOPs).

·        Provide input to distribution plans, product development and marketing in order to help the Society achieve its strategic objectives and sales targets.

·        Review and monitor market announcements/developments to ensure new sales opportunities are maximised

·        Meet sales and performance targets.

Regulatory / Compliance

·        Undertake all work in line with the Society’s service and quality standards and comply with all the Society’s policies and processes.

·        Communicate the Society’s values in dealings with colleagues and intermediaries and other third parties with particular attention to the principles of Treating Customers Fairly and acting with integrity, at all times acting as an ambassador of the Society.

·        Ensure all correspondence is safely stored and available for reference in compliance with all data protection policies and regulations.

·        Comply with all relevant regulatory and legal requirements including the FCA and PRA rules, the UK General Data Protection Regulations, and all relevant health & safety, anti-money laundering, and anti-bribery and corruption laws.

·        Maintain high personal standards in terms of attendance, time-keeping and general conduct.

Job Title

Marketing Executive

Reports to

Marketing Manager

Direct Reports

None

Full time hours

35 hours per week Monday to Friday

Location

Office based with hybrid working (minimum of 3 days per week in office)

Salary

Up to £30,000

Purpose of Role

The Marketing Executive will play a key part in the marketing function by owning and delivering the Social Media plan, internal communications, event support, ensuring an efficient and engaging experience for our customers when they visit the National Friendly website, and leading the member communications.

This role will also help develop and deliver adviser and member campaigns and will be a central point for content for the rest of the marketing function. This person will ensure seamless integration of campaigns across multiple touchpoints, helping build workflows and follow-ups to help move customers down the pipeline. They will work collaboratively and liaise effectively between various internal teams as well as external partners.

The Marketing Executive will contribute to the team by creating engaging designs, including social media graphics and posters, to bring our content to life. This dynamic role provides a broad range of responsibilities and opportunities for growth and professional development.

In a nutshell, the Marketing Executive will work across a broad range of media including traditional and digital channels, managing their own marketing projects, writing and proofreading copy. This role will also need to deputise for the Marketing Manager and support the Head of Marketing and the Digital Marketing Manager with ad hoc requests.

Key Duties & Responsibilities

·       Create and manage a robust social media plan and support on setting the long-term strategy for both Advisers and Members, aimed at increasing brand awareness, driving engagement, and enhancing customer loyalty. Regularly track and report on performance metrics, providing recommendations for improvements.

·       Posting regular content on our social media channels to engage target audiences, increase followers, and report on results. Spanning across Facebook, LinkedIn and Instagram, including obtaining Marketing and Compliance approval.

·       Support and deliver National Friendly campaigns for advisers and members using a combination of channels both traditional and digital. This includes website and email content, PowerPoint slides and visual aids.

·       Supporting Head of Marketing and the Marketing team with product launches, collateral, communications and other ad hoc marketing requests.

·       Measure campaign outcomes and drive a continuous improvement culture. Supporting the Marketing Manager in compiling monthly reporting of metrics from BAU and campaign activity.

·       Manage MailChimp/HubSpot software and associated CRM campaigns, mailing lists, automated workflows and create HTML emails for Adviser and Member campaigns and communications.

·       Supporting marketing and PR campaigns including digital activity.

·       Develop marketing collateral (print and digital) to support the growth business objectives and Sales function in promoting and selling National Friendly products.

·       Lead on internal communications and post as needed on the intranet, keeping it up to date with events, staff announcements, etc, as required by the Society.

·       Liaise with external agencies, couriers, designers and printers. Organising literature and event merchandise stock, ordering reprints and parcel/courier deliveries.

·       Develop and maintain a comprehensive organic content calendar for our website, ensuring alignment with marketing objectives and deadlines.

·       Develop an understanding of all products, features and USPs and be able to communicate them clearly and succinctly.

·       Act as a Tone of Voice champion and Brand ambassador ensuring it’s used consistently across all channels.

·       Routinely audit external and internal channels to ensure brand messaging is consistent.

·       Lead on marketing initiatives and projects as required by the Marketing Manager, ensuring all projects and campaigns are delivered on time, are within budget and meet all regulatory guidelines.

·       Create and maintain effective relationships with all colleagues, including the members of the Executive Team and Senior Managers, to ensure collaborative and productive working across functions, ensuring timely, engaging and compliant communications for Members, Advisers and colleagues.

Job Requirements

Knowledge

·       Basic understanding of the marketing mix and ability to work across different channels, both traditional and digital

·       Familiar with Health and Protection industries

Experience

·       Experience within a client-side marketing team, ideally within the Financial Services industry or from an industry with high levels of regulation and governance (eg. Professional services) (Financial services desirable, not essential)

·       Experience in various areas of the marketing mix

Compliance

·       Comply with all relevant regulatory and legal requirements including the FCA and PRA rules, the UK General Data Protection Regulations, and all relevant health & safety and anti-money laundering laws. (Training will be provided)

·       Maintain knowledge and understanding of the Society’s products and services

·       Ensure that all marketing collateral and content is clear, fair, and not misleading and meets the requirements expected by the FCA and the PRA

Skills & Personal Development

·       Strong copywriting and proofreading skills

·       Social media planning and execution

·       Campaign and project organisation

·       Highly organised and efficient

·       Strong problem-solving abilities and prioritisation

·       Strong communication, both verbal and written and interpersonal skills

·       Strong IT skills – ie. Umbraco, Microsoft Word, Excel, PowerPoint, Outlook, Canva

·       Highly motivated with the ability to work on own initiative and with others

·       Works at pace, is dynamic and creative

·       Ability to multi-task and meet tight deadlines

·       Strong relationship management skills, internally and externally

·       Strong attention to detail

·       Stakeholder management

Skills that would be advantageous:

·       Experience of CRM and use of Marketing Automation packages such as HubSpot

• Experience in insurance or the financial services industry
• Experience of Adobe Creative Cloud (InDesign, Photoshop) or Canva to assist in the design and production of marketing materials including leaflets, flyers and product literature

Qualifications

·       Level 3 or 4 CIM qualification would be advantageous