Telephone Account Manager (Finance)

TL;DR

Telephone Account Manager (Finance): Managing a panel of adviser firms to achieve sales revenue targets within the UK retail market with an accent on consultative selling and relationship development. Focus on developing growth opportunities with low-producing firms and ensuring regulatory compliance in the life and pensions sector.

Location: Must be based in or able to commute to the Edinburgh or Stirling office (3 days per week)

Company

A long-standing asset management and insurance firm with over 175 years of heritage in savings and investment solutions.

What you will do

• Drive sales revenue targets through high-quality activity with a defined panel of advice firms.
• Develop growth opportunities with low and non-producing adviser firms using consultative selling techniques.
• Implement ongoing business plans in alignment with sales management direction.
• Document all activities and processes within the Salesforce CRM system according to channel standards.
• Maintain expert knowledge of company and competitor propositions in the investment and pensions markets.
• Collaborate with the Sales and Sales Support teams to ensure consistent account management services.

Requirements

• Must be based in or able to commute to the Edinburgh or Stirling office (3 days per week).
• Experience in the Financial Advice sector and regulated sales environments.
• Level 4 Pfs or equivalent qualification as a minimum.
• Proven skills in relationship development, communication, and influencing.
• Detailed knowledge of life and pensions products, investment markets, and the MPS market.
• Strong understanding of financial services regulatory and legislative frameworks.

Culture & Benefits

• Valuable pension scheme with 13% employer contributions.
• 38 days annual leave including bank holidays, with an option to purchase 5 additional days.
• Comprehensive parental leave via the Inspiring Families policy.
• Private healthcare, critical illness cover, and life assurance.
• Access to Share Save and Share Incentive Plan.
• Inclusive culture with employee-led networks and Disability Confident Leader status.