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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
Able to manage and liaise with multiple introducers at different stages on different tasks
Ability to handle sensitive information with the utmost discretion
Ability to work as a team and independently
Ability to use Microsoft Word, Excel and other IT systems and quick to pick up new systems

Package

Annual salary of £24-£32k, depending on experience
Pension
Working hours - 37.5 hours per week
Complimentary Will and End-of-Life planning
30% discount for immediate family Wills and End-of-Life planning

Key areas of responsibility

Relationship management, create, develop and manage key introducers to promote the company and drive client referrals
Using telephone and webinar, you will promote the company proposition
Communicate to our distributors with a clear understanding of the marketplace and industry developments
Continually improve and update product and market place knowledge
Maintain the sales database
Generally support the rest of the sales team
Extract opportunities from our dormant introducer database

Proactive People is an employment agency and business