B2B Account Manager

MI; Bristol; Hybrid; GBP 24,000 - 32,000; Full time

Job summary

A leading legal firm in Bradley Stoke is seeking a B2B Account Manager to enhance client relationships and promote unregulated legal products. This hybrid role requires strong communication skills and a background in financial services. The successful candidate will manage introducer relationships and support the sales team, with a competitive salary package.

Benefits

Pension scheme

Complimentary Will and End-of-Life planning

30% discount for immediate family Wills

Qualifications

• Financial services related experience required.
• Proven track record in sales and account management.
• Excellent verbal communication skills.

Responsibilities

• Develop and maintain key introducer relationships.
• Use telephone and webinar platforms to promote offerings.
• Maintain the sales database and support the sales team.

Skills

Communication

Sales

Organizational Skills

Attention to Detail

Proficiency with IT Systems

Tools

Microsoft Word

Microsoft Excel

Job description

Join to apply for the B2B Account Manager role at MI

2 days ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

Telephone B2B Account Manager / Financial Services Account Manager

A Bradley Stoke legal firm is looking for a Telephone B2B Account Manager / Financial Services Account Manager to join the team.

This role can be hybrid, requiring 3 days in the office each week, so you should live within a commutable distance.

The role is primarily telephone-based, with virtual and webinar presentations as appropriate, mainly from the Bradley Stoke office.

The successful candidate will 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.

Experience Required

• Financial services related experience
• Confidence in speaking to introducers over the telephone and via video calls
• A motivated, resilient, and enthusiastic individual eager 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 professional introducers via telephone and video
• Attention to detail in verbal and written communication to ensure data accuracy
• Ability to manage multiple introducers at different stages of engagement
• Discretion in handling sensitive information
• Ability to work independently and as part of a team
• Proficiency with Microsoft Word, Excel, and other IT systems, with quick learning ability for new systems

Package

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

Key Responsibilities

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

Additional Details

Level: Entry level

Employment type: Full-time

Industry: Marketing Services