Business Development Specialist - Insurance

About the role

Marsh is looking for a Business Development Specialist to join its Risk and People and Investments business in Lisbon. The role drives new business growth by acting as a trusted advisor to prospective and existing clients across risk, insurance, pensions, investments, benefits, human resources and related consulting services. It is a hybrid position with at least three days a week in the office.

Key responsibilities

• Identify, prospect and engage potential clients through cold calling, client visits, networking events, referrals and other outreach.
• Develop and run prospecting and business development strategies to build a sustainable sales pipeline.
• Generate, qualify and follow up on leads and explore new market segments.
• Partner with Account Managers and specialist teams to tailor insurance, risk, benefits, pensions, investments and consulting solutions to client needs.
• Work across Marsh's lines of business to find cross-selling and referral opportunities.
• Prepare and deliver client presentations and proposals.
• Maintain accurate opportunity, activity and pipeline data in the CRM system.
• Stay informed on Marsh's products, services, market developments and industry trends.

Required profile

• Bachelor's degree in Management, Economics, Marketing, Business or a related field.
• Proven sales, business development or commercial experience in the insurance sector (mandatory).
• Track record of meeting or exceeding sales targets.
• Fluent written and spoken Portuguese and English.
• Strong client focus, commercial awareness, initiative and relationship-building skills.

Required skills

• Prospecting, lead generation, pipeline management and consultative selling.
• CRM systems and sales analytics or reporting tools.
• Microsoft Office, especially PowerPoint and Excel.
• Preferred: knowledge of a wide range of insurances, international network management, and business/insurance certifications.