Telephone Account Manager – Wealth

We are looking for a Telephone Manager to support with growth of the business within our Wealth Management function, as a market leading International Investment Bond and Tax and Estate Planning provider to the UK Wealth Advisory market. This is a hybrid based role covering a geographical panel in the south of England.

Job Summary

To build strong, productive, long-term relationships with a concentrated panel of professional adviser firms through a multi-level contact strategy including regular telephone, screen to screen and email contact
To write good quality business in the Canada life wealth division and manage allocated accounts to optimise business
To demonstrate a clear understanding of the adviser firms’ new business process and organisational structure. Delivery of agreed sales targets and behavioural objectives, and aim to exceed, in line with Distribution’s business plan.

Key Accountabilities

Manage a defined number of adviser firms within a geographic area in conjunction with a Regional Account Manager. Panel management includes daily telephone activity, virtual meetings, 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 Canada Life’s wealth product areas as well as delivering activity targets in terms of meetings
Develop strong relationships with professional advisers within the allocated firms to maximise sales of Canada Life wealth Products and increase CL’s market share. A clear contact strategy should be implemented and executed effectively to ensure that business is driven from a wide base of advisers within that region.
Develop and maintain a high level of technical and industry knowledge in Canada Life’s International 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 meeting observations where the quality will be measured.

Desired Knowledge / Experience / Skills

Previous experience of working in a sales role in financial services is desirable with a proven track record of delivering sales targets
Experience of working with financial advisers and understanding how they operate would be preferable
An understanding of the UK taxation system and the International bond market is essential
An understanding of Platforms and Discretionary Fund Managers is desirable
The ability to work as part of a team is essential as there will be joint responsibility of delivery of sales target alongside a Telephone Account Manager
Previous experience of using a CRM system, such as Salesforce
The ability to form strong professional relationships with adviser firms, fact find and pitch Canada Life’s wealth products
Strong presentation skills

Qualifications

Minimum requirement: CII Diploma in Financial Planning – Level 4 (or at least studying for).