Account manager (financial services)

Account Manager (Financial Services) 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 presentation where appropriate, and principally delivered from the office in Bradley Stoke. The Account Manager (Financial Services) expected to build a good grasp of unregulated legal products such as Wills, Trusts, Lasting Powers of Attorneys, and be proficient at explaining products and technology to support introducers and their clients. Account Manager (Financial Services) 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 organisational 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...