Intermediary Sales

What we're looking for

The ideal candidate for the intermediary sales team would be a highly outgoing and organised individual who is able to oer first class sales and relationship skills in a target driven environment. Someone who can operate independently and be part of a team with the ability to build meaningful relationships with everyone they come across. The right candidate would have a proactive approach to their daily tasks and would be engaging and enthusiastic in their manner.

Within the sales team we have three roles

  1. Business Development Managers - looking after the day to day help for financial advisers and firms. In a snap shot their main responsibilities are meeting advisers in person, presenting at webinars and exhibitions, providing expertise and product guidance.
  2. Telephone Business Development Managers - they are offce based on the telephone at our head offce and therefore are more accessible for advisers that want advice quickly or an urgent request.
  3. Relationship Managers - They are responsible for our key accounts and offer support with any queries. They offer a fast and effcient service, available as a point of contact to maintain a strong relationship.

The Interview Process

  • Telephone interview to understand more about the candidate and relevant experience.

  • A telephone roleplay based around a realistic scenario.

  • A competency-based face to face interview.


What our Property Underwriting team says about us

Working in the Field BDM Team at Pure Retirement really has been an eye opener. Being out in the field has not only gave me autonomy to my role but provided a holistic view of the product and process that is equity release.

Daniel Edmondson, Business Development Manager

Working in the BDM Team is nothing short of amazing. It really is a little family unit that we've created with copious amounts of support, encouragement but most of all, laughter!

Jane Mullan, Business Development Manager

Our team feels like more of a family to me. We band together & work together to achieve the goals set in front of us.

Daniel Crowther, Telephone Business Development Manager

Working in the team is amazing, we are fully supported and have lots of opportunities for progression within the team. We all work together so well and it is such a positive environment to be in.

Anna McQuire, Telephone Business Development Manager

All the team really pull together to get the best possible outcome for our brokers and customers alike.

Karen Banks, Telephone Business Development Manager