Account Manager (Financial Services)

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

Job summary

A legal services firm is seeking a Financial Services Account Manager to join its team. The role involves managing relationships with introducers and promoting products through telephone and webinars. Candidates should have experience in financial services and excellent communication skills. This hybrid position requires 3 days in-office attendance per week. Salary ranges from 24k to 32k based on experience, along with additional perks such as pension and discounts for family Wills.

Benefits

Pension

Complimentary Will and End-of-Life planning

30% discount for immediate family Wills

Qualifications

• Confidence in speaking to introducers over the telephone and video.
• A motivated and resilient individual.
• Knowledge and contacts within the IFA or mortgage advisor industry.

Responsibilities

• Manage relationships with key introducers to promote the company.
• Promote the company proposition via telephone and webinars.
• Maintain the sales database and support the sales team.

Skills

Financial services related experience

Effective communication skills

Sales and account management experience

Ability to engage with introducers via telephone and video

Attention to detail

Proficiency in Microsoft Word and Excel

Job description

Overview

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) is expected to build a good grasp of unregulated legal products such as Wills, Trusts, Lasting Power of Attorneys, and be proficient at explaining products and technology to support introducers and their clients.

Experience

Required

• Financial services related experience
• Confidence in speaking to introducers over the telephone and video
• 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 organisational 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
• Excellent attention to detail, both verbal and written, to ensure data accuracy
• Able to manage and liaise with multiple introducers at different stages on different tasks
• Ability to handle sensitive information with the utmost discretion
• Ability to work as a team and independently
• Ability to use Microsoft Word, Excel and other IT systems and quick to pick up new systems

Package

• Annual salary of 24- 32k, depending on experience
• Pension
• Working hours - 37.5 hours per week
• Complimentary Will and End-of-Life planning
• 30% 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 referrals
• Using telephone and webinar, you will promote the company proposition
• Communicate to our distributors with a clear understanding of the marketplace and industry developments
• Continually improve and update product and market place knowledge
• Maintain the sales database
• Generally support the rest of the sales team
• Extract opportunities from our dormant introducer database