Telephony Account Manager (Holistic)
Telephony Account Manager (Holistic)
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Job Description
Job Title: Telephony Account Manager (Wealth and Workplace)
Contract Type: Permanent
Location: Edinburgh
Working style: Hybrid 50% home/office based
Salary and benefits: Competitive basic plus on target bonus and group scorecard bonus private medical cover and life cover plus income protection as well as contribution matched pension up to 14%
Closing date: 2nd September
Join Our Team as a Telephony Account Manager at Royal London
Are you passionate about delivering great outcomes for Financial Advisers and their clients We are looking for a dedicated Telephony Account Manager to join our Distribution team at Royal London.
Your Role
In this role you will build mutually beneficial relationships with your own panel of financial advisers supporting them to deliver great outcomes for their clients while sharing ideas to grow their business and streamline their processes.
You will help Royal London achieve our new business goals for wealth and workplace while being aligned with our vision of supporting financial resilience moving fairly to a sustainable world and strengthening the mutual choice for customers.
Key Responsibilities
- Develop and implement a strategy plan to achieve new business objectives from a diverse range of financial advice firms.
- Deliver engaging presentations to intermediaries promoting new and existing opportunities while fostering strong business relationships.
- Identify and promote new sales opportunities through various channels ensuring a smooth efficient and professional sales process for advisers.
- Adhere to Royal Londons sales process and compliance reporting requirements maintaining competent status and effectively managing and mitigating business risks.
About You
- Experience in intermediary business-to-business sales within financial services preferably wealth products and propositions.
- Working towards or holding Diploma Level 4 qualification specific to CII or LIBF or equivalent.
- Proficiency in technology used by advisers including research and analysis systems platforms and model portfolio services.
- Ability to discuss and debate industry issues technical and legislative updates competently and influentially with all levels of stakeholders including company directors.
- Knowledge of our and competitor propositions is advantageous.
- Excellent communication and influencing skills with the ability to develop relationships internally and externally.
- Strong problem-solving and decision-making skills.
- Demonstrable continuous improvement skills and experience.
Even if you dont meet every single requirement we encourage you to apply. We are dedicated to building a diverse and inclusive workplace and your unique experiences and perspectives could be a great addition to our team
About Royal London
Were the UKs largest mutual life pensions and investment company offering protection long-term savings and asset management products and services.
Weve always been proud to reward employees by offering great workplace benefits such as 28 days annual leave in addition to bank holidays an up to 14% employer matching pension scheme and private medical insurance. You can see all our benefits here - Our Benefits
Inclusion diversity and belonging
Required Experience:
Manager
Employment Type
Full Time
