As a Telephone Account Manager, you’ll build and manage relationships with a specific panel of adviser firms in a geographic area aligned to a Region
Job Summary
As a Telephone Account Manager, you’ll build and manage relationships with a specific panel of adviser firms in a geographic area aligned to a Region.
The role uses account management sales skills and extensive sales techniques, over the phone and on Teams, to achieve delivery of sales targets.
Our market leading Inspiring Families policy includes comprehensive support and paid parental leave covering maternity, adoption, surrogacy, and paternity leave - as supporting families is a core aspect of our inclusive culture.
Matching Summary
As a Telephone Account Manager, you’ll build and manage relationships with a specific panel of adviser firms in a geographic area aligned to a Region.
Skills & Requirements
Must-have
Telephone sales techniques
Relationship management
Sales targets achievement
Consultative selling
Financial adviser marketplace promotion
Nice-to-have
Exceptional talent attraction
Flexible working arrangements
Inclusive culture
Career development support
Wellbeing focus
Key Requirements
Level 4 Diploma in Financial Planning or equivalent