Financial Services Account Manager

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

Job description

Financial Services Account Manager

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 Financial Services Account Manager role will be principally telephone-based, with virtual and webinar presentations where appropriate, and principally delivered from the office in Bradley Stoke.

The Financial Services Account Manager is 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.

Experience Required

1. Financial services related experience
2. Confidence in speaking to introducers over the telephone and video
3. A motivated, resilient, and enthusiastic individual who wants to make a difference as part of a team
4. A proven track record in sales and account management
5. Effective communication and organisational skills
6. Experience working in an office environment
7. Knowledge and contacts within the IFA or mortgage advisor industry

Attributes

1. Excellent verbal communication skills, and ability to engage with professional introducers via telephone and video
2. Excellent attention to detail, both verbal and written, to ensure data accuracy
3. Able to manage and liaise with multiple introducers at different stages on different tasks
4. Ability to handle sensitive information with the utmost discretion
5. Ability to work as a team and independently
6. 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

1. Relationship management, create, develop and manage key introducers to promote the company and drive client referrals
2. Using telephone and webinar, you will promote the company proposition
3. Communicate to our distributors with a clear understanding of the marketplace and industry developments
4. Continually improve and update product and marketplace knowledge
5. Maintain the sales database
6. Generally support the rest of the sales team
7. Extract opportunities from our dormant introducer database

Proactive People is an employment agency and business.