Bartlett Group

About the Company

Established in 1940, Bartlett Group is an independent insurance and financial solutions specialist, offering tailored services for businesses and individuals. From bespoke insurance solutions to employee benefit packages, wealth management, and independent financial advice, our comprehensive offerings reflect our commitment to excellence. Honoured with accolades such as the UK Broker of the Year and Commercial Lines Broker of the Year in 2020, and ranked in the Financial Times Top 100 UK Financial Advisers, Bartlett Group operates globally, reaching clients in over 30 countries through our UK and overseas offices and an extensive network of associates. As a Chartered Insurance Broker, our dedication to quality is evident in our client-centric approach and the expertise of our in-house team.

Today, managed proudly by the third generation of Bartletts, Bartlett Group serves businesses, charities, and individuals across the UK, ranging from regional manufacturing firms to large financial institutions. Private clients include families we've had the privilege of assisting for generations. Looking forward to the next decade rather than the next quarter, we are well-positioned to continue creating meaningful and enjoyable careers for our colleagues nationwide. When you join Bartlett, you contribute to supporting vulnerable young people in the UK and abroad. We allocate 8% of our profits to grassroots organisations, raising over a million pounds in the last four years alone for remarkable causes.

Navigating markets effectively and securing success, we invite you to discover more about Bartlett's standard-setting services at www.bartlettgroup.com.

Listed Jobs

Company Name

Bartlett Group

Job Title

Business Development Executive

Job Description

**Job Title** Business Development Executive **Role Summary** A high‑energy outbound sales professional responsible for generating qualified appointments with prospective clients. The role focuses on prospecting, pipeline management, and hand‑over of leads to the sales team, contributing directly to business growth. **Expectations** - Deliver appointment‑setting targets consistently. - Achieve and maintain key performance indicators (KPIs) set by management. - Maintain compliance with FCA TCF principles and internal audit procedures. - Continuously improve prospecting processes and share innovative ideas. **Key Responsibilities** 1. **Prospecting & Marketing** - Identify and research prospective clients, focusing on key decision‑makers. - Initiate contact via outbound calls, emails, LinkedIn, and other channels. - Gather detailed prospect information (renewal dates, providers, fees). - Log all interactions accurately in the CRM and maintain database hygiene. - Schedule and confirm appointments for the sales team, ensuring smooth hand‑over. 2. **Pipeline Management** - Perform regular database cleansing and update prospect data. - Manage daily task lists and diary entries to sustain a consistent outreach cadence. 3. **Collaboration & Process Improvement** - Support marketing projects and campaign execution. - Contribute ideas to new business initiatives and suggest process enhancements. - Maintain professional relationships with colleagues, clients, and suppliers. 4. **Compliance & Standard Operating Procedures** - Adhere to FCA TCF guidelines and company procedures. - Participate in internal audits and maintain required training and competence levels. **Required Skills** - Proven success in a telemarketing or outbound sales role. - Strong verbal and written communication, proficient in English (grammar and style). - Resilience, tenacity, and a proactive mindset. - Excellent research and prospecting capabilities. - Proficiency in CRM systems and database management. - Advanced Microsoft Word and Excel skills; strong organisational and administrative abilities. - Ability to manage workload independently and work efficiently in a team environment. - Capacity to build and sustain positive internal and external relationships. **Required Education & Certifications** - Minimum of a secondary school qualification or equivalent. - Relevant sales or customer‑interaction certifications preferred (e.g., HABC or equivalent).

Leeds, United kingdom

On site

30-09-2025