Telephone Account Manager

LV=; Bournemouth; Remote; GBP 30,000 - 45,000; Full time

Job summary

Join a leading life and pensions company as a Sales professional in the Equity Release team. You'll work with Independent Financial Advisers to drive business growth, maintain high sales standards, and build strong relationships. Ideal candidates will have a solid understanding of Equity Release products and a focus on customer outcomes, along with excellent communication skills certified by relevant qualifications.

Benefits

26 days' holiday, increasing to 28

Annual bonus scheme

Flexible benefits package

Competitive pension scheme

Group Life Assurance

Employee Assistance Programme

Virtual GP service

20% discount on life products

Qualifications

• Experience in a regulated Financial Services Sales role.
• Comfortable working to sales targets with a strong moral sales approach.
• Ability to work independently and as part of a team.

Responsibilities

• Develop business growth and generate profitable revenue from IFAs.
• Promote LV=’s equity release proposition to influence your panel.
• Provide accurate management information and ensure compliance with regulatory guidelines.

Skills

Equity Release product knowledge

Excellent communication skills

Technical knowledge application

Self-motivation

Organizational skills

Empathetic listening

Education

CeRER qualification

Job description

About The Role

We have an exciting new Sales opportunity to join our Equity Release Sales team. Working with a panel of Independent Financial Adviser firms (IFA’s), you’ll develop business growth and generate profitable revenue for your panel. You'll be working in partnership with our field-based Business Development Managers to acquire and maintain business for LV=.

Being an LV= brand ambassador, you’ll promote LV=’s equity release proposition and influence your panel, ensuring great customer outcomes are provided and continuing to build on our strong position within the IFA marketplace. You’ll be working to agreed quality sales targets/KPI’s. You’ll also need to keep on top of market developments, provide accurate management information to help shape and influence our future business plan, and ensure all activities are compliant within regulatory guidelines.

Our Equity Release team work out of our Hitchin Office, however there could be an opportunity to work fully remotely.

About You

• Possess a good level of Equity Release product knowledge or have experience in a regulated Financial Services Sales role.

• Demonstrate excellent communication skills, including presenting via phone and video conferencing.

• Accurately apply technical knowledge to adviser/client scenarios.

• A good empathetic listener.

• A high level of self-motivation, organisation, and able to prioritise workload.

• Comfortable working to sales targets, with a strong moral sales approach.

• Ability to work independently and as part of a team.

• CeRER qualified or willing to work towards this.

• Understanding of financial drivers and metrics, and how your individual, account and team goals relate to them.

Rewards and Benefits
At LV= Life and Pensions, you’ll go above and beyond to do the right thing for our customers. We’ll reward your hard work with an attractive, competitive salary and benefits package, which includes:

•26 days' holiday – increasing after two years of service to 28 days.
•The opportunity to buy or sell up to five days of holiday.
•An annual bonus scheme based on company and personal performance.
•Flexible benefits, including a cycle to work scheme, personal accident insurance, critical illness cover, private medical insurance, and dental insurance.
•Competitive pension scheme - LV= Life and Pensions will double-match the amount you pay, up to 14% (subject to National Minimum Wage requirements).
•Group Life Assurance of four times your basic pay to your dependents (you’ll have the option to increase this to 8 x cover).
•Group Income Protection, if you enrol into the pension scheme and reach 5 years of service.
•Employee Assistance Programme (EAP) service for support when you need it.
•Virtual GP service.
•Shared parental leave
•Up to 20% discount on our life products for you and your immediate family.

About Us

Here at LV= Life and Pensions we love to hear from great people, so don’t forget to connect with us on social media.
We’re proudly an equal-opportunity employer and we highly value diversity and inclusivity.

We don’t discriminate on race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
We’re also open to conversations about flexible working as part of your application - if it’s right for our customers, our business and for you, then we’ll do everything we can to make it happen.

Please note that we are unable to offer Skilled Worker Visa Sponsorship for this role. Therefore, you must ensure that you are eligible to work in the UK without our sponsorship in order for your application to be considered.

Please note that any successful internal colleagues will be offered a secondment opportunity. The secondment policy is available on the intranet for internal colleagues.