Retail Intermediary Sales Telephone Account Manager

Job Description

Job Type: Six-month Fixed-Term Contract

Location: Edinburgh or Birmingham with 2 or 3 days per week in the office

Hiring Manager: Stuart Bate

Flexible working: All our roles are open to part-time, job-share and other types of flexibility. We will discuss what is important to you and balancing this with business requirements during the recruitment process.

Salary and benefits: From £45,000 plus 16% - 32% bonus, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more!

Closing Date: 31st March 2025

We have an incredible opportunity to join us here at Phoenix Group as a Telephone Account Manager to join our Retirement Solutions Distribution Team.

Who are we?

We want to be the best place that any of our 6,600 colleagues have ever worked.

We’re the UK’s largest long-term savings and retirement business. We offer a range of products across our market-leading brands, Standard Life, SunLife, Phoenix Life and ReAssure. Around 1 in 5 people in the UK has a pension with us. We’re a FTSE 100 organisation that is tackling key issues such as transitioning our portfolio to net zero by 2050, and we’re not done yet.

The role

Working with Financial Advisers to identify and secure profitable opportunities for the Standard Life Group, from a panel of Financial Adviser ('Adviser') firms. These opportunities will include our Individual Retirement Solutions Propositions.

The objective of the role is to increase business levels across all aspects of the investment proposition primarily through meeting virtually with financial advisers across a specified region.

What are we looking for?

1. Responsible for engaging, maintaining and developing Financial Adviser relationships through Telephone and Virtual Contact.
2. Responsible for production and delivery against business plans for aligned area to define strategic interventions to exceed national and business centre targets, identifying and exploiting local and regional opportunities for growth.
3. Responsible for achieving targeted business activity, including meeting targets, identifying business needs, explaining our value proposition, and following up within agreed timescales.
4. To deliver production of business plans for aligned area to define strategic interventions to exceed national and business centre targets across all Pension and Investment products, identifying and exploiting local and regional opportunities for growth.
5. To be able to analyse business plans and using panel and sales MI to drive actions and future direction, to inform and evolve business plans for short, medium and longer term.
6. High level knowledge of industry standards, regulations, and best practices and able to articulate and present these.
7. Experience within a Telephony Business Development role with a demonstrable and successful track record ideally in Financial Services.
8. Good technical knowledge of financial services market and solutions.

We Want To Hire The Whole Version Of You.

We are committed to ensuring that everyone feels accepted and welcome applicants from all backgrounds. If your experience looks different from what we’ve advertised and you believe that you can bring value to the role, we’d love to hear from you.

If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best.

Find out more about

• Guide for Candidates: thephoenixgroup.pagetiger.com/guideforcandidates

Find or get answers from our colleagues: www.thephoenixgroup.com/careers/talk-to-us