Regional Account Manager Wealth

Canada Life; United Kingdom; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading UK financial services provider seeks a Regional Account Manager to enhance business within the Wealth Management sector. The successful candidate will build and maintain productive relationships with adviser firms, manage key accounts, and ensure sales targets are exceeded. A strong background in face-to-face sales, understanding of financial advisers' operations, and experience with CRM systems is essential. The role offers a competitive salary, benefits package, and a commitment to employee diversity.

Benefits

Competitive salary

Generous pension and bonus scheme

Private medical insurance

Flexible working arrangements

Personal and professional development opportunities

Qualifications

• Proven track record of sales target delivery in financial services.
• Experience working with financial advisers and understanding their operations.
• Strong ability to form professional relationships with adviser firms.

Responsibilities

• Build relationships with a panel of professional adviser firms.
• Manage accounts to optimize business.
• Achieve sales targets in Canada Life's wealth product areas.

Skills

Face-to-face sales experience

Understanding of the UK taxation system

Relationship building

Presentation skills

Experience with CRM systems

Education

CII Diploma in Financial Planning - Level 4

Tools

Salesforce

Job description

Job Purpose

We are looking for a Regional Account Manager to support with growth of the business within our Wealth Management function, as a market leading International Investment Bond and Tax and Estate Planning provider to the UK Wealth Advisory market. This is a field-based role covering a geographical region that covers the West Midlands, Gloucestershire and Mid/South Wales.

Job summary

• To build strong, productive, long-term relationships with a concentrated panel of professional adviser firms through a multi-level contact strategy including regular face-to-face, screen to screen, telephone and email contact.
• To write good quality business in the Canada life wealth division and manage allocated accounts to optimise business.
• To demonstrate a clear understanding of the adviser firms' new business process and organisational structure. Delivery of agreed sales targets and behavioural objectives, and aim to exceed, in line with Distribution's business plan.

Key Accountabilities

• Manage a defined number of adviser firms within a geographic area in conjunction with a Telephone Account Manager. Panel management includes daily/weekly face to face activity, virtual meetings, effective follow up of quotes, webinars, events, leads and campaigns which are all driven through Salesforce.
• Deliver or exceed sales target with a suitable spread across Canada Life's wealth product areas as well as delivering activity targets in terms of meetings.
• Develop strong relationships with professional advisers within the allocated firms to maximise sales of Canada Life wealth Products and increase CL's market share. A clear contact strategy should be implemented and executed effectively to ensure that all advisers within the region are contacted and business is driven from a wide base of advisers within that region.
• Develop and maintain a high level of technical and industry knowledge in Canada Life's International product range. Regular product knowledge testing is performed as part of the role.
• Achieve and maintain competency under the Distribution T&C Scheme.
• In line with agreed sales strategy, develop an approach to account planning including carrying out research, competitor analysis, generating quotes, deal options, sales ideas, business generation initiatives, products, services etc. This should be demonstrated through meeting observations where the quality will be measured.

Desired Knowledge / Experience / Skills

• Previous experience of working in a face to face sales role in financial services is desirable with a proven track record of delivering sales targets.
• Experience of working with financial advisers and understanding how they operate would be preferable.
• An understanding of the UK taxation system and the International bond market is desirable.
• An understanding of Platforms and Discretionary Fund Managers is desirable.
• The ability to work as part of a team is essential as there will be joint responsibility of delivery of sales target alongside a Telephone Account Manager.
• Previous experience of using a CRM system, such as Salesforce.
• The ability to form strong professional relationships with adviser firms, fact find and pitch Canada Life's wealth products.
• Strong presentation skills.

Qualifications

CII Diploma in Financial Planning - Level 4 (or a desire to progress towards).

Benefits of working at Canada Life

We believe in recognising and rewarding our people, so we offer a competitive salary and benefits package that's regularly reviewed. As a Canada Life UK colleague, you'll receive a competitive salary and comprehensive reward package including a generous pension and bonus scheme, along with, income protection, private medical insurance and life assurance. We have a fantastic number of other benefits and support services as well as regular personal and professional development.

How we work at Canada Life

Our culture is unique and incredibly important to us. We care about doing the right thing for our people, customers and community and helping others to build better futures. Our blueprint behaviours shape and influence how we work, and are central to the relationships we have with others. Every day we are encouraged to be more curious, own the outcome, face into things together and find a way forward.

We want colleagues to have rewarding careers with us so we invest in the development of our people, technology and workplaces. That's why we offer a range of training, flexible working and opportunities to grow and develop.

Diversity and inclusion

Building an inclusive workplace with a diverse workforce where everyone can feel they belong and achieve their potential regardless of gender, ethnicity or any other characteristic is a key commitment for us. We are proud of the progress we're making in DEI, and we continue for it to be a significant focus.

At Canada Life we believe in the power of great people from different backgrounds, experiences and perspectives coming together to build better futures. Emerging talent is crucial to our growth and creating an environment that continues to inspire us all. Nick Harding, Chief People Officer, Canada Life UK

We appreciate that everyone has different work and life responsibilities. We're happy to discuss flexible working arrangements, including part time, for any of our roles should this be a requirement for you.