Telephone Account Manager

Phoenix; City of Edinburgh; Hybrid; GBP 45,000 - 60,000; Full time

Job summary

A leading long-term savings organization in Edinburgh seeks a proven high achiever to engage with financial advisers and exceed business targets. The role is hybrid, offering flexibility in the working environment. Key responsibilities include building relationships and contributing to business plans across pension and investment products. Competitive salary from £45k to £60k plus benefits.

Benefits

16% bonus

Private medical cover

38 days annual leave

Excellent pension

Life assurance

Volunteering days

Qualifications

• Proven high achiever with a track record of exceeding targets.
• Experience in engaging and maintaining relationships with financial advisers.
• Ability to analyze business plans and drive actions based on insights.

Responsibilities

• Engage with advisers to build and maintain relationships.
• Achieve targeted business activity and keep client records updated.
• Contribute to regional business plans for advisory firms.

Job description

Job information

Job Type: Permanent

Location: Edinburgh but also flexible on location for experience. Hybrid

Flexible working: All of 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. You can read more about Phoenix Flex here.

Closing Date: 8th September

Salary and benefits: From £45k to £60k plus 16% bonus up to 32%, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more

Overview

We are Phoenix Group, 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

We’re Phoenix Group, we’re a 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.

To be successful in this role, you will be a proven high achiever who is well versed in exceeding targets on a regular basis. The objective of the role is to increase business levels across all aspects of the investment proposition primarily through meeting (face to face and or virtually) financial advisers across a specified region.

What are we looking for?

• Responsible for engaging with and regularly meeting advisers in order to build, maintain and develop relationships, both over the Telephone and Virtual Media.
• Accountable for achieving targeted business activity. This will include meeting targets, identifying business needs, outlining our value proposition, and follow up within agreed timescales. Keeping client records up to date in line with this activity.
• To support and contribute to the production of regional business plans to target and engage with a panel of advisory firms to exceed national and business centre targets across all Pension and Investment products.
• To be able to analyse business plans and using panel and sales MI to drive actions.

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.

Please note that we reserve the right to remove adverts earlier than the advertised closing date. We encourage you to apply at the earliest opportunity.

Find out more

• Guide for Candidates: thephoenixgroup.pagetiger.com/guideforcandidates
• Find or get answers from our colleagues: www.thephoenixgroup.com/careers/talk-to-us