Your Role
In this role, you will drive business growth by acquiring new clients and strengthening relationships with existing ones, with a focus on regional broker and advisory firms in insurance and financial planning. You’ll promote the value of our products and services, ensuring their successful adoption across key accounts. You will develop and maintain long‑term, multi‑level relationships, creating account plans that align with client needs and our corporate proposition. Collaboration is key— you’ll work closely with internal teams to deliver tailored solutions and capitalize on growth opportunities. Your responsibilities include engaging stakeholders, contributing to strategic planning, and providing regular updates on business development activities. You’ll also conduct market research to identify new opportunities and stay ahead of industry trends, all while meeting revenue targets and ensuring exceptional client service.
Location & Details
Hybrid, North of UK
Full time, Permanent
Salary: £42,000-44,000
Please note: This is a North‑based role, with the successful candidate ideally located in Manchester, Leeds, or Newcastle, as the post covers the Sheffield, Inverness, and Northern Ireland regions.
You
- You excel at building strong commercial relationships and turning opportunities into measurable business growth.
- You’re strategic and proactive—able to create account plans, manage a sales portfolio, and contribute to long‑term business objectives.
- You communicate with clarity and impact, whether presenting to senior stakeholders or negotiating complex deals.
- You’re highly organized and adaptable, comfortable prioritizing a demanding workload and collaborating across teams to deliver results.
- You embrace technology and data, using CRM systems and market insights to inform decisions and identify new opportunities.
- You may be an experienced professional in the insurance or financial planning sector, confident in navigating market trends and understanding client needs.
- You are comfortable travelling regularly within the UK to meet with existing and new clients.
Next Steps
If you would like to explore this opportunity with us for the next step in your career, we look forward to receiving your application through the Apply feature at the top of this advert. If you have any queries or you would like to see the full JD, please get in touch on ukjobs@cii.co.uk. We are an inclusive employer and welcome applications from all backgrounds. If you require any reasonable adjustments during the recruitment process, please let us know. We are committed to ensuring all candidates have equal access and opportunity, in line with the Equality Act 2010.
Recruitment Process Note
At the CII, we work with a carefully selected Preferred Supplier List (PSL) for recruitment. We do not accept speculative CVs and kindly request that agency recruiters do not contact our managers directly, to ensure a consistent and properly coordinated recruitment process. If you are interested in working with us in the future, please contact ukjobs@cii.co.uk. We review our PSL at set intervals and are happy to retain details for consideration when opportunities arise. Agencies who do not follow this process will be excluded from any future opportunities to work with us, including PSL reviews.
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