Develop and execute strategic business plans for your panel to drive adoption of Aegon platform solutions and investments, while retaining existing assets.
Build and maintain strong relationships with targeted firms and advisers, expanding contact networks and identifying new business opportunities.
Achieve and exceed financial targets by maximising sales activity, managing resources effectively, and collaborating with internal teams and stakeholders.
Maintain accurate account, pipeline, and activity records in Salesforce, ensuring timely updates and reliable forecasting.
Ensure compliance with regulatory requirements, complete mandatory training, and proactively manage personal development to address knowledge or skill gaps.
Contribute to risk and compliance objectives and support the delivery of Aegon's overall strategy and vision.
Strong planning and organisational skills with the ability to manage a high workload and prioritise effectively.
Excellent communication skills, with the ability to influence, negotiate and build strong relationships.
Proven ability to drive personal performance, work autonomously, and contribute to team objectives.
Good knowledge of the Financial Services market, including platforms, pensions, investments, legislation and competitor offerings.
Strong knowledge of the Financial Advice Market
Demonstrable experience in sales or customer service within Financial Services, ideally with exposure to IFA markets and business models.
Ability to make sound decisions, solve problems effectively, and maintain a high level of customer focus.
Level 4 Diploma (or working towards) is desirable
We're serious about your future and our enhanced pension scheme is now in place. We ask you to contribute 3% of your salary to your pension and we'll put in 9%. If you decide to contribute more, we'll match it up to a combined total of 20% of your salary (that's 7% from you and 13% from us).
A discretionary bonus, depending on personal and company performance
36 days leave per year (including bank holidays, pro-rated for part-time)
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Business Development Manager - Woking - Aegon UK
Description
Job Description Summary
Business Development Manager (Telephony)
Permanent
Location: Remote
Salary: A competitive salary from £47,680- £59,600 (Effective April 2026) depending on the experience you can bring
Closing date: 16 February 2026
We're the UK's largest investment platform, and we put financial wellbeing at the heart of our organisation. We work with customers, financial advisers and employers to provide pensions, savings and investment solutions.
We help people live their best lives. We help them with the big stuff, for the moments that matter: Pensions, Savings, Investments. At Aegon, we strive in creating a diverse organisation that plays a meaningful role in driving greater equity, inclusion and belonging.
Adviser Platform Sales is responsible for the distribution of AEGON UK solutions to the intermediated adviser market. The key focus for Adviser Platform centres around the sale of GBST Composer solutions (ARC, Workplace ARC, One Retirement and Aegon Platform) as well as internal fund solutions. The Primary goal is growing and retaining assets and revenue for Aegon UK.
As Business Development Manager you will to build business relationships with adviser firms and key individuals, acting as the first point of contact and responsible for prospecting for new business / profit streams, maximising market share with supporters and retaining existing business.
You will be expected to achieve and exceed key performance targets contributing to the overall success of the Distribution Channel. Endeavouring to exceed personal and team sales targets by maximising new business opportunities by managing a panel of adviser firms and delivery of proactive sales call strategies to deepen and strengthen business relationships. Developing and maximising relationships with designated adviser firms and key individuals.
You will create, deliver and implement sales campaigns, become a platform proposition expert and will develop a strong knowledge of the external market and understanding of competitor's products alongside developing and maintaining relationships with Sales Managers, Platform Consultancy Specialists and HO Support Staff.
Key Responsibilities include:
We'd love to hear from you if you have:
What's in it for you?
We also offer private medical cover, life assurance, critical illness cover, enhanced parental leave and a variety of lifestyle benefits to help our employees live their best lives, including retail discount vouchers, cycle2work scheme, subsidised restaurant and online GP appointments. To find out more about what to expect at Aegon, visit our careers site.
Don't miss out on this opportunity to grow with us. Apply today
The legal bits
We'll need you to confirm you have the right to work in the UK. If we offer you a job and you accept, there are some checks we need to complete before you can start with us. This will include a credit and criminal record check, as well as providing satisfactory references.
Equal Opportunity Employer:
We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their age, disability, race, religion/belief, gender, sexual orientation or gender identity.
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