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Telephone Account Manager (O910341)


Assurance & Insurance

£35,000 - £38,000 per annum plus excellent benefits package

Full time / Permanent

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Job description


Our Client is a leading internationally focussed Financial Services organisation, is experiencing continued growth across a number of divisions. To support this, they are seeking an experienced Telephone Account Manager to join their Wealth Management function.

Your focus will be to build strong, productive, long term relationships with Professional Advisers through a telephone contact strategy, write good quality business in the company's wealth division, and manage allocated accounts to optimise business. You will also deliver agreed sales targets and behavioural objectives, and aim to exceed, in line with the business plan.

Role Profile

  • Manage a panel of accounts in a postcode region in conjunction with a Regional Account Manager. Panel management includes effective follow up of quotes, webinars, events, leads and campaigns which are all driven through salesforce
  • Deliver or exceed sales target with a suitable spread across the company's wealth product areas as well as delivering activity targets in terms of call numbers
  • Develop strong relationships with professional advisers within the postcode area through a telephone contact strategy in order to maximise sales of the company's wealth Products and increase market share
  • Develop and maintain a high level of technical and industry knowledge in the company's Wealth product range. Regular product knowledge testing is performed as part of the role
  • Achieve and maintain competency under the Distribution T&C Scheme
  • In line with agreed sales strategy, develop an approach to account planning including carrying out research, competitor analysis, generating quotes, deal options, sales ideas, business generation initiatives, products, services etc. This should be demonstrated through telephone calls where the quality will be measured

Person Profile

  • CII Diploma in Financial Planning - Level 4 (or at least studying for)
  • Previous experience of working in a telephone sales role in financial services is desirable with a proven track record of delivering sales targets
  • Knowledge of the pension landscape is essential
  • An understanding of the UK taxation system and how life assurance bonds are taxed is preferable
  • Ability to work as part of a team is essential as there will be joint responsibility of delivery of sales target alongside a Regional Account Manager
  • Previous experience of using a CRM system such as Salesforce
  • Ability to form strong professional relationships with adviser firms, fact find and pitch the company's wealth products
  • Strong presentation skills


  • Platform knowledge and experience of selling platform products

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