Job Description
Location: Potters Bar, London, Bristol or Isle of Man (Hybrid working options available)
We are recruiting a Telephone Account Manager to support the transformation and the future growth of the business within the Wealth Management function, so it can be a market-leading, retirement-led platform provider offering a holistic approach to Retirement Income, Tax and Estate Planning to the UK Wealth Advisory market.
This role is focussed on building strong, productive, long term relationships with Professional Advisers through a telephone contact strategy. To write good quality business in the Canada life wealth division, and manage allocated accounts to optimise business. Delivery of agreed sales targets and behavioural objectives, and aim to exceed, in line with Distribution’s business plan.
Key Accountabilities
1. Manage a panel of accounts in conjunction with a Regional Account Manager. Panel management includes effective follow up of quotes, webinars, events, leads and campaigns which are all driven through salesforce
2. 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 call numbers
3. Develop strong relationships with professional advisers within the accounts through a telephone contact strategy in...