Telephone Account Manager Wealth

Irish Life; Potters Bar; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

A prominent financial services company seeks a Telephone Manager to drive growth within its Wealth Management function. This hybrid role involves building partnerships with professional advisers, managing accounts to optimize business, and delivering sales targets. If you have a strong sales background and are passionate about financial planning, we want to hear from you.

Benefits

Generous bonus scheme

Private medical insurance

Pension plan

Qualifications

• Strong experience in financial services sales.
• Understanding of UK taxation and International bond market is essential.
• Ability to build relationships with financial advisers.

Responsibilities

• Build relationships with adviser firms via phone and email.
• Manage accounts and exceed sales targets in wealth products.
• Develop technical knowledge of Canada Life's International product range.

Skills

Sales

Relationship Management

Presentation Skills

Teamwork

Education

CII Diploma in Financial Planning – Level 4

Tools

Salesforce

Job description

Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation.

Part of our parent company Great-West Lifeco, Canada Life UK has operated in the United Kingdom since 1903. We have hundreds of respected and supported employees committed to doing the right thing for our customers and colleagues.

Canada Life UK is transforming to create a more customer-focused business by providing our customers with expertise on financial and tax planning, offering home finance and annuities propositions, and providing collective fund solutions to third party customers.

Job Purpose

We are looking for a Telephone 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 hybrid based role covering a geographical panel in the south of England.

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 telephone, screen to screen 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 Regional Account Manager. Panel management includes daily telephone 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 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 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 essential
• 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

• Minimum requirement: CII Diploma in Financial Planning – Level 4 (or at least studying for).

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.