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Account Manager (Financial Services)
A Bradley Stoke legal firm is looking for a Financial Services Account Manager to join the team.
This role can be hybrid, but will require 3 days in office attendance each week, so you will need to live in a commutable distance.
The Account Manager (Financial Services) role will be principally telephone-based, with virtual and webinar presentations where appropriate, and primarily delivered from the office in Bradley Stoke.
The Account Manager (Financial Services) is expected to build a good understanding of unregulated legal products such as Wills, Trusts, Lasting Powers of Attorney, and be proficient at explaining products and technology to support introducers and their clients.
Experience Required
* Financial services related experience
* Confidence in speaking to introducers over the telephone and video
* A motivated, resilient, and enthusiastic individual who wants to make a difference as part of a team
* A proven track record in sales and account management
* Effective communication and organizational skills
* Experience working in an office environment
* Knowledge and contacts within the IFA or mortgage advisor industry
Attributes
* Excellent verbal communication skills, and ability to engage with professional introducers via telephone and video
* Excellent attention to detail, both verbal and written, to ensure data accuracy
* Able to manage and liaise with multiple introducers at different stages on different tasks
* Ability to handle sensitive information with the utmost discretion
* Ability to work as a team and independently
* Proficiency in Microsoft Word, Excel, and other IT systems; quick to learn new systems
Package
* Annual salary of £24-£32k, depending on experience
* Pension
* Working hours - 37.5 hours per week
* Complimentary Will and End-of-Life planning
* 30% discount for immediate family Wills and End-of-Life planning
Key Responsibilities
* Relationship management: create, develop, and manage key introducers to promote the company and drive client referrals
* Promote the company proposition via telephone and webinars
* Communicate to distributors with a clear understanding of the marketplace and industry developments
* Continuously update product and marketplace knowledge
* Maintain the sales database
* Support the rest of the sales team
* Identify opportunities from dormant introducer database
Additional Information
Proactive People is an employment agency and business.
Seniority Level
* Entry level
Employment Type
* Full-time
Job Function
* Sales and Business Development
Industries
* Banking
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