Account Manager (Financial Services)

Description

Account Manager (Financial Services)

Account Manager (Financial Services). A Bradley stoke legal firm is looking for a Financial Services Account Manager to join the team.

This role can be hybrid, but will require 3 days in office attendance each week, so you will need to live in a commutable distance.

The Account Manager (Financial Services) role will be principally telephone–based, with virtual and webinar presentation where appropriate, and principally delivered from the office in Bradley Stoke.

The Account Manager (Financial Services) expected to build a good grasp of unregulated legal products such as Wills, Trusts, Lasting Powers of Attorneys, and be proficient at explaining products and technology to support introducers and their clients.

Account Manager (Financial Services) Experience

Required

Financial services related experienceConfidence in speaking to introducers over the telephone and videoA motivated, resilient and enthusiastic individual who wants to make a difference as part of a teamA proven track record in sales and account managementEffective communication and organisational skillsExperience working in an office environmentKnowledge and contacts within the IFA or mortgage advisor industry

Attributes

Excellent verbal communication skills, and ability to engage with professional introducers via telephone and videoExcellent attention to detail, both verbal and written, to ensure data accuracy Able to manage and liaise with multiple introducers at different stages on different tasksAbility to handle sensitive information with the utmost discretionAbility to work as a team and independentlyAbility to use Microsoft Word, Excel and other IT systems and quick to pick up new systems

Package

Annual salary of 24– 32k, depending on experiencePensionWorking hours – 37.5 hours per weekComplimentary Will and End–of–Life planning30% discount for immediate family Wills and End–of–Life planning

Key areas of responsibility

Relationship management, create, develop and manage key introducers to promote the company and drive client referralsUsing telephone and webinar, you will promote the company propositionCommunicate to our distributors with a clear understanding of the marketplace and industry developmentsContinually improve and update product and market place knowledgeMaintain the sales databaseGenerally support the rest of the sales teamExtract opportunities from our dormant introducer database

Proactive People is an employment agency and business

Ad ID: 5416417166