Account Manager (Financial Services)

Proactive Solutions Group Ltd; England; Hybrid; GBP 24,000 - 32,000; Full time

Job summary

A leading firm in Bradley Stoke is seeking a Financial Services Account Manager to join their team. The role focuses on developing relationships with introducers, promoting unregulated legal products, and requires strong communication and organizational skills. This hybrid position involves being in-office three days a week and offers a competitive salary and benefits package.

Benefits

Pension scheme

Complimentary Will and End-of-Life planning services

30% discount on Will and End-of-Life planning for immediate family

Qualifications

• Proven track record in sales and account management.
• Financial services-related experience required.
• Confident communicator over telephone and video.

Responsibilities

• Develop and maintain key introducers to generate client referrals.
• Promote the company's offerings via telephone and webinars.
• Support the sales team as needed.

Skills

Communication

Organization

Sales

Attention to Detail

Tools

Microsoft Word

Microsoft Excel

Job description

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 within a commutable distance.

The Account Manager (Financial Services) role will be primarily telephone-based, with virtual and webinar presentations where appropriate, mainly from the Bradley Stoke office.

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

**Account Manager (Financial Services) Experience - Required:**

• Financial services-related experience
• Confidence in speaking to introducers over the telephone and via video calls
• A motivated, resilient, and enthusiastic individual who wants to make a difference as part of a team
• A proven track record in sales and account management
• Effective communication and organizational skills
• Experience working in an office environment
• Knowledge and contacts within the IFA or mortgage advisor industry

**Attributes:**

• Excellent verbal communication skills and ability to engage with professional introducers via telephone and video
• Strong attention to detail, both verbal and written, to ensure data accuracy
• Ability to manage and liaise with multiple introducers at different stages on various tasks
• Discretion when handling sensitive information
• Ability to work both independently and as part of a team
• Proficiency in Microsoft Word, Excel, and other IT systems, with quick adaptability to new systems

**Package:**

• Annual salary between £24,000 and £32,000, depending on experience
• Pension scheme
• 37.5 hours per week
• Complimentary Will and End-of-Life planning services
• 30% discount on Will and End-of-Life planning for immediate family

**Key Responsibilities:**

• Relationship management: develop and maintain key introducers to promote the company and generate client referrals
• Promote the company's offerings via telephone and webinars
• Communicate industry developments and marketplace insights to distributors
• Continuously update product knowledge and market understanding
• Maintain the sales database
• Support the sales team as needed
• Identify opportunities within the dormant introducer database

Proactive People is an employment agency and business.