Business Development Consultant - B2B - Health and Wellbeing Consultant - Desk - #1688415

Job title Business Development Consultant B2B -Health & Wellbeing Desk Sales

Location Hybrid role Head Office Sheffield/Home base

Opportunity Full Time, Permanent

About The Role

The Health & Wellbeing Consultant will work within the Sales Team to deliver and exceed new business sales and income targets whilst managing and growing existing portfolio of organisations 50 and below employees.

Westfield Health are dedicated to making a healthy difference to the quality of life of our customers, and the Health & Wellbeing Consultant supports our mission by transforming peoples mental and physical wellbeing, creating happier, healthier people and more resilient businesses.

We are proud to be a committed member of inclusive employers and we welcome applications from people of all backgrounds and experience levels.

We are a Disability Confident Committed employer, if this applies to you, please tick to apply as a Disability Confident Candidate when prompted.

We dont expect you to have experience in everything on this advert, if something interests you, we would really like you to apply !

About The Role

Main Duties and Responsibilities

• Within a designated geography, achieve and exceed targeted new health insurance and non-insurance health & wellbeing sales revenue from data supplied, referrals, own leads, and business enquiries. As directed, manage accordingly, any expansion/reactive territory.
• To manage existing and inherited portfolio of clients ensuring targeted retention of revenue, manage renewals, sustainability, and profitability of portfolio.
• To maximise value of existing portfolio through organic growth, cross sales, and upgrades. Building out and maintaining fully up to date account plans.
• Provide referrals to appropriate SME sales colleagues for opportunities 51 > employees and to corporate sales colleagues for opportunities >199 employees. Work collaboratively with colleagues in Sales, Marketing, Propositions and Underwriting and utilise all available tools, insights and support available, to deliver and exceed targets. Where appropriate, provide regular feedback to ensure that these insights can be used to make improvements.
• Meet or exceed all activity and key performance targets. Ensure that agreed reporting and updating of systems, including but not restricted to SCMS, Fulcircle and HubSpot system, are completed in an accurate and timely manner to ensure that key business intelligence reports can be produced.
  
  

Working Effectively:

• Attendance at team meetings with positive contribution
• Sharing of all best practices and ideas
• Responsible for complete minimum training requirements under Insurance Distribution Directive
• Fully prepare in advance for all 1-1 meetings including up to date performance, actions and support required to maximise performance and address shortfalls.
• Any other duties as reasonably requested.
  
  

About You:

Education and Qualifications

• Maths and English GSCE at grade C or above or equivalent
• Degree or similar level of education
  
  

Experience

• Experience working in financial services and or health and wellbeing.
• Experienced presenting solutions to Groups of people
• Experience of working with Customer Relationship Management systems
  
  

Skills

• Experienced working towards and exceeding targets
• Articulate with strong communication skills (oral and written)
• Proven ability to work independently to generate own opportunities and deliver end to end follow up on all opportunities presented.
• Experienced dealing with senior commercial stakeholders such as business owners and company Directors.
• Experienced in building strong trusted relationships with diverse clients and colleagues.
• Proven accountability for personal performance and own development
• Energetic, highly self-motivated with an enquiring approach, passion for excellence, continued improvement, and innovation in pursuit of business growth and success.
• IT skills - working with office packages, remote platforms (MS Teams/Zoom, Webinars etc.) and business social media.
  
  

The Westfield Way

We are passionate about inspiring and empowering our colleagues to be the best we can be. We believe that our people are our strongest asset and by recruiting people that understand and live by our values; The Westfield Way, we aim to continue to provide an excellent experience for our colleagues and customers. Our commitment to creating a workplace where our colleagues feel connected, heard, developed, recognised and supported has been demonstrated by our achievement of the prestigious Investors in People Gold accreditation!

Our co-created Values reflect the way we do things around here . The Health & Wellbeing Consultant will be expected to demonstrate these values in all aspects of their role.

• We care
• Were in it together
• We are explorers
• We own it
  
  

To find out more about what makes up each of our Values, please see our website.

Life at Westfield

Westfield Health offers many benefits to our colleagues as part of your employment package. We believe that by treating our colleagues well, they will enjoy working with us -and happy colleagues makes happy customers; its a win-win!

Stay fit and well by accessing your personal Health Cash Plan and Private Medical Insurance policies. Be rest assured that you are well looked after and have cover for all your essential healthcare needs.

Take advantage of our all-inclusive internal wellbeing experience. We offer all colleagues free access to our Active Space which includes onsite gym facilities , daily classes and development from our wellbeing coach . Take time within the working day to utilise our Wellbeing Room, Yoga and Pilates classes to unwind and relax.

Our annual bonus scheme reflects the hard work we all contribute towards. We offer flexible working arrangements to balance your home and work life and, important to know for the future, we offer incremental annual leave and service awards to our colleagues after 5 years service.

To see more of our benefits, please go to our website.

Are you interested?

Part of the selection process will be a Competency Based Interview. Candidates will be asked for specific examples detailing how they have demonstrated the Skills and Values we are looking for within this role.

If you feel that you have the skills and values to carry out this role, please apply by submitting your CV and provide information about your relevant skills and experience.

Were so excited to meet you!

Support with your application

We value inclusivity and want to make sure our application process is open and accessible to all candidates. As a Disability Confident Employer, we're dedicated to providing reasonable adjustments to ensure the recruitment process is as comfortable as possible. If you would like any further information or support, please email