Telephony Account Manager (Holistic)

Royal London Mutual Insurance Society; City of Edinburgh; On-site; GBP 50,000 - 70,000; Full time

Job summary

A leading mutual insurance company is seeking a Telephony Account Manager to create strong, beneficial relationships with financial advisers. The role involves achieving new business goals, delivering presentations, and promoting sales opportunities. Candidates should have experience in B2B financial sales and be working towards a relevant qualification. This position offers hybrid working, competitive salary, and various benefits including a pension scheme and private medical cover.

Benefits

28 days annual leave

Up to 14% employer matching pension

Private medical cover

Life cover and income protection

Qualifications

• Experience in intermediary B2B sales, preferably in wealth products.
• Competency in discussing industry issues with stakeholders.
• Demonstrable continuous improvement skills.

Responsibilities

• Develop strategy plans to achieve new business objectives.
• Deliver engaging presentations to intermediaries.
• Identify and promote new sales opportunities.

Skills

Intermediary business-to-business sales experience

Excellent communication skills

Strong problem-solving skills

Relationship-building skills

Knowledge of financial services products

Education

Diploma Level 4 qualification specific to CII or LIBF or equivalent

Tools

Research and analysis systems

Platforms

Model portfolio services

Job description

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Job Title: Telephony Account Manager (Wealth and Workplace)

Contract Type: Permanent

Location: Edinburgh

Working style: Hybrid 50% home/office based

Salary and benefits: Competitive basic, plus on target bonus and group scorecard bonus, private medical cover and life cover plus income protection, as well as contribution matched pension up to 14%

Closing date: 2nd September

Join Our Team as a Telephony Account Manager at Royal London

Are you passionate about delivering great outcomes for Financial Advisers and their clients? We are looking for a dedicated Telephony Account Manager to join our Distribution team at Royal London.

Your Role

In this role, you will build mutually beneficial relationships with your own panel of financial advisers, supporting them to deliver great outcomes for their clients while sharing ideas to grow their business and streamline their processes.

You will help Royal London achieve our new business goals for wealth and workplace, while being aligned with our vision of supporting financial resilience, moving fairly to a sustainable world, and strengthening the mutual choice for customers.

Key Responsibilities

• Develop and implement a strategy plan to achieve new business objectives from a diverse range of financial advice firms.
• Deliver engaging presentations to intermediaries, promoting new and existing opportunities while fostering strong business relationships.
• Identify and promote new sales opportunities through various channels, ensuring a smooth, efficient, and professional sales process for advisers.
• Adhere to Royal London's sales process and compliance reporting requirements, maintaining competent status and effectively managing and mitigating business risks.

About You

• Experience in intermediary business-to-business sales within financial services, preferably wealth products and propositions.
• Working towards or holding Diploma Level 4 qualification specific to CII or LIBF or equivalent.
• Proficiency in technology used by advisers, including research and analysis systems, platforms, and model portfolio services.
• Ability to discuss and debate industry issues, technical and legislative updates competently and influentially with all levels of stakeholders, including company directors.
• Knowledge of our and competitor propositions is advantageous.
• Excellent communication and influencing skills, with the ability to develop relationships internally and externally.
• Strong problem-solving and decision-making skills.
• Demonstrable continuous improvement skills and experience.

Even if you don't meet every single requirement, we encourage you to apply. We are dedicated to building a diverse and inclusive workplace, and your unique experiences and perspectives could be a great addition to our team

About Royal London

We're the UK's largest mutual life, pensions and investment company, offering protection, long-term savings and asset management products and services.

Our People Promise to our colleagues is that we will all work somewhere inclusive, responsible, enjoyable and fulfilling. This is underpinned by our Spirit of Royal London values; Empowered, Trustworthy, Collaborate, Achieve.

We've always been proud to reward employees by offering great workplace benefits such as 28 days annual leave in addition to bank holidays, an up to 14% employer matching pension scheme and private medical insurance. You can see all our benefits here - Our Benefits

Inclusion, diversity and belonging

We're an Inclusive employer. We celebrate and value different backgrounds and cultures across Royal London. Our diverse people and perspectives give us a range of skills which are recognised and respected - whatever their background.