Regional Wealth Account Manager - Flexible Field Role

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

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.