Regional Account Manager (Fintech)

TL;DR

Regional Account Manager (Fintech/Insurance): Managing a panel of financial adviser firms to drive sales revenue and develop growth opportunities within a specific geographic region with an accent on consultative selling and relationship development. Focus on delivering insurance and investment solutions and optimizing account performance via strategic business planning.

Location: Home based / Field based. Must live in or very close to the defined panel geography (Essex) and possess a valid UK driving licence

Company

hirify.global is a long-standing asset management and insurance firm providing balanced, long-term investment and savings solutions.

What you will do

• Deliver sales revenue targets through high-quality activity with a designated panel of advice firms.
• Identify and develop growth opportunities with low or non-producing firms using consultative selling techniques.
• Execute ongoing business planning in alignment with sales management direction.
• Document all activities and processes within the Salesforce CRM system.
• Maintain comprehensive knowledge of company and competitor propositions.
• Ensure all activities remain compliant with policy, legislation, and risk appetite.

Requirements

• Experience in the Financial Advice sector and regulated sales environments.
• Level 4 Pfs or equivalent qualification as a minimum.
• Strong knowledge of investment markets, multi-asset fund solutions, and life/pensions products.
• Proven skills in relationship development, communication, and influencing.
• Must live in or very close to the defined panel geography (Essex).
• Valid UK driving licence is required.

Culture & Benefits

• Competitive pension scheme with 13% employer contributions.
• 38 days annual leave including bank holidays, with options to purchase additional days.
• Private Healthcare, Critical Illness cover, and Life Assurance.
• Comprehensive paid parental leave via the Inspiring Families policy.
• Access to Share Save and Share Incentive Plan.
• Inclusive culture with employee-led networks and support for diverse communities.