Strategic Account Manager (Financial Services)

TL;DR

Strategic Account Manager (Financial Services): Managing a portfolio of intermediary relationships to drive new business and retention in the Group Protection market with an accent on relationship growth and profitability. Focus on delivering compelling presentations, gathering market intelligence, and aligning business plans with internal teams.

Location: Remote (Homebased - Scotland and the North, UK)

Company

hirify.global is a leading UK financial services group and major global investor providing retirement and protection solutions.

What you will do

• Build and maintain trusted one-to-one relationships with intermediary and key client contacts.
• Manage an allocated portfolio to deliver new business and retention targets for premium income and profitability.
• Demonstrate and share deep knowledge of Group Protection products and propositions with customers.
• Deliver compelling presentations in one-to-one meetings and competitive tender situations.
• Collaborate with internal teams to align business plans and service expectations.
• Gather and share insightful feedback on competitor activity, pricing, and market trends.

Requirements

• Strong knowledge of financial services products, ideally Group Protection or related protection markets.
• Proven sales or account management experience within financial services.
• Evidence of achieving or exceeding challenging targets and objectives.
• Confidence in building long-term professional relationships with a range of stakeholders.
• Clear, adaptable communication skills across different audiences.
• High levels of resilience, motivation, and self-drive.

Culture & Benefits

• Annual performance-related bonus plan and valuable share schemes.
• Generous pension contribution and life assurance.
• Healthcare Plan for permanent employees.
• At least 25 days holiday plus public holidays, with an option to buy/sell days.
• Electric car scheme via tax-efficient salary sacrifice.
• Flexible working options including part-time, term-time, and job shares.