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For Companies At a Glance
- Tasks: Build relationships with adviser firms and manage accounts to drive sales.
- Company: Join a leading provider in Wealth Management, specialising in investment bonds and tax planning.
- Benefits: Enjoy hybrid working, competitive salary, and opportunities for professional development.
- Why this job: Be part of a dynamic team, exceed sales targets, and make a real impact in the financial sector.
- Qualifications: CII Diploma in Financial Planning Level 4 or currently studying towards it is required.
- Other info: Experience in financial services sales and knowledge of the UK taxation system is preferred.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
We are looking for a Telephone Manager to support with growth of the business within our Wealth Management function, as a market leading International Investment Bond and Tax and Estate Planning provider to the UK Wealth Advisory market. This is a hybrid based role covering a geographical panel in the south of England.
Job Summary
- To build strong, productive, long-term relationships with a concentrated panel of professional adviser firms through a multi-level contact strategy including regular telephone, screen to screen and email contact
- To write good quality business in the Canada life wealth division and manage allocated accounts to optimise business
- To demonstrate a clear understanding of the adviser firms’ new business process and organisational structure. Delivery of agreed sales targets and behavioural objectives, and aim to exceed, in line with Distribution’s business plan.
Key Accountabilities
- Manage a defined number of adviser firms within a geographic area in conjunction with a Regional Account Manager. Panel management includes daily telephone activity, virtual meetings, effective follow up of quotes, webinars, events, leads and campaigns which are all driven through Salesforce.
- Deliver or exceed sales target with a suitable spread across Canada Life’s wealth product areas as well as delivering activity targets in terms of meetings
- Develop strong relationships with professional advisers within the allocated firms to maximise sales of Canada Life wealth Products and increase CL’s market share. A clear contact strategy should be implemented and executed effectively to ensure that business is driven from a wide base of advisers within that region.
- Develop and maintain a high level of technical and industry knowledge in Canada Life’s International product range. Regular product knowledge testing is performed as part of the role.
- Achieve and maintain competency under the Distribution T&C Scheme
- In line with agreed sales strategy, develop an approach to account planning including carrying out research, competitor analysis, generating quotes, deal options, sales ideas, business generation initiatives, products, services etc. This should be demonstrated through meeting observations where the quality will be measured.
Desired Knowledge / Experience / Skills
- Previous experience of working in a sales role in financial services is desirable with a proven track record of delivering sales targets
- Experience of working with financial advisers and understanding how they operate would be preferable
- An understanding of the UK taxation system and the International bond market is essential
- An understanding of Platforms and Discretionary Fund Managers is desirable
- The ability to work as part of a team is essential as there will be joint responsibility of delivery of sales target alongside a Telephone Account Manager
- Previous experience of using a CRM system, such as Salesforce
- The ability to form strong professional relationships with adviser firms, fact find and pitch Canada Life’s wealth products
- Strong presentation skills
Qualifications
- Minimum requirement: CII Diploma in Financial Planning – Level 4 (or at least studying for).
Telephone Account Manager - Wealth employer: Canada Life
Contact Detail:
Canada Life Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Telephone Account Manager - Wealth
✨Tip Number 1
Familiarise yourself with the specific products and services offered by Canada Life, especially in the wealth management sector. This knowledge will not only help you during interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial services industry, particularly those who work with financial advisers. Attend relevant webinars or events to build connections that could provide insights or referrals for your application.
✨Tip Number 3
Brush up on your understanding of the UK taxation system and the international bond market. Being well-versed in these areas will give you an edge in discussions and show that you're prepared for the technical aspects of the role.
✨Tip Number 4
Practice your presentation skills, as strong communication is key in this role. Consider doing mock presentations to friends or colleagues to gain confidence and receive constructive feedback before your interview.
We think you need these skills to ace Telephone Account Manager - Wealth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in sales, particularly within financial services. Emphasise any previous roles where you've worked with financial advisers or managed accounts, as this will resonate with the Telephone Account Manager position.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific skills that align with the job description, such as your understanding of the UK taxation system and your ability to build relationships with professional advisers.
Showcase Your Technical Knowledge: Demonstrate your understanding of Canada Life’s products and the wealth management industry in your application. You could include examples of how you’ve kept up-to-date with industry trends or any relevant qualifications you hold.
Highlight Your Sales Achievements: Quantify your past sales achievements in your application. Use specific numbers or percentages to illustrate how you have met or exceeded sales targets in previous roles, as this will show your capability to deliver results.
How to prepare for a job interview at Canada Life
✨Know Your Products Inside Out
Make sure you have a solid understanding of Canada Life's wealth products and the UK taxation system. Be prepared to discuss how these products can benefit financial advisers and their clients, as this will demonstrate your technical knowledge and ability to support their needs.
✨Showcase Your Sales Experience
Highlight your previous sales experience in financial services during the interview. Be ready to share specific examples of how you've met or exceeded sales targets, as well as your strategies for building relationships with adviser firms.
✨Demonstrate Relationship-Building Skills
Since the role involves managing relationships with professional advisers, be prepared to discuss your approach to building and maintaining these connections. Share examples of how you've successfully engaged with clients in the past and how you plan to implement a contact strategy.
✨Prepare for Technical Questions
Expect questions that test your knowledge of the financial services industry, particularly around the International bond market and platforms. Brush up on current trends and competitor analysis to show that you're informed and ready to contribute to the team.
