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For Companies At a Glance
- Tasks: Build relationships with financial advisers and manage accounts to drive sales.
- Company: Join Canada Life UK, a leading provider of retirement and investment solutions since 1903.
- Benefits: Enjoy a competitive salary, generous pension, private medical insurance, and flexible working options.
- Why this job: Be part of a supportive culture focused on personal growth and making a positive impact.
- Qualifications: CII Diploma in Financial Planning Level 4 or currently studying for it is required.
- Other info: Flexible working arrangements available; diversity and inclusion are key commitments.
The predicted salary is between 36000 - 60000 £ per year.
Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation.
Part of our parent company Great-West Lifeco, Canada Life UK has operated in the United Kingdom since 1903. We have hundreds of respected and supported employees committed to doing the right thing for our customers and colleagues.
Canada Life UK is transforming to create a more customer-focused business by providing our customers with expertise on financial and tax planning, offering home finance and annuities propositions, and providing collective fund solutions to third party customers.
Job Purpose
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).
Benefits of working at Canada Life
We believe in recognising and rewarding our people, so we offer a competitive salary and benefits package that\’s regularly reviewed. As a Canada Life UK colleague, you\’ll receive a competitive salary and comprehensive reward package including a generous pension and bonus scheme, along with, income protection, private medical insurance and life assurance. We have a fantastic number of other benefits and support services as well as regular personal and professional development.
How we work at Canada Life
Our culture is unique and incredibly important to us. We care about doing the right thing for our people, customers and community and helping others to build better futures. Our blueprint behaviours shape and influence how we work, and are central to the relationships we have with others. Every day we are encouraged to be more curious, own the outcome, face into things together and find a way forward.
We want colleagues to have rewarding careers with us so we invest in the development of our people, technology and workplaces. That\’s why we offer a range of training, flexible working and opportunities to grow and develop.
Diversity and inclusion
Building an inclusive workplace with a diverse workforce where everyone can feel they belong and achieve their potential regardless of gender, ethnicity or any other characteristic is a key commitment for us. We are proud of the progress we\’re making in DEI, and we continue for it to be a significant focus.
\”At Canada Life we believe in the power of great people from different backgrounds, experiences and perspectives coming together to build better futures. Emerging talent is crucial to our growth and creating an environment that continues to inspire us all.\” Nick Harding, Chief People Officer, Canada Life UK
We appreciate that everyone has different work and life responsibilities. We\’re happy to discuss flexible working arrangements, including part time, for any of our roles should this be a requirement for you.
About Canada Life UKWe’re market leaders and proud of the work we do. We provide retirement, investment and protection solutions to 3.5 million cus…
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Telephone Account Manager Wealth | Potters Bar, UK employer: Canada Life Limited
Contact Detail:
Canada Life Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Telephone Account Manager Wealth | Potters Bar, UK
✨Tip Number 1
Familiarise yourself with Canada Life's wealth products and services. Understanding their offerings will not only help you in conversations but also demonstrate your genuine interest in the role during interviews.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who work with financial advisers. This can provide valuable insights into the role and may even lead to referrals or recommendations.
✨Tip Number 3
Brush up on your knowledge of the UK taxation system and the International bond market. Being well-versed in these areas will give you an edge when discussing strategies with potential clients and advisers.
✨Tip Number 4
Prepare for potential role-play scenarios that may arise during the interview process. Practising how to pitch Canada Life's products effectively can showcase your sales skills and ability to build relationships.
We think you need these skills to ace Telephone Account Manager Wealth | Potters Bar, UK
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in sales and financial services. Emphasise any previous roles where you've worked with financial advisers or have a strong understanding of the UK taxation system.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the Telephone Account Manager role at Canada Life UK. Mention specific skills that align with the job description, such as your ability to build relationships and meet sales targets.
Showcase Your Knowledge: Demonstrate your understanding of Canada Life's products and the wealth management sector. You could mention any relevant qualifications, like the CII Diploma in Financial Planning, and how they prepare you for this role.
Follow Up: After submitting your application, consider sending a polite follow-up email to express your continued interest in the position. This shows initiative and can help keep your application top of mind.
How to prepare for a job interview at Canada Life Limited
✨Understand the Role
Make sure you have a clear understanding of the Telephone Account Manager position and its responsibilities. Familiarise yourself with Canada Life's wealth products and how they fit into the market. This will help you answer questions confidently and demonstrate your interest in the role.
✨Showcase Your Sales Experience
Prepare to discuss your previous sales experience, particularly in financial services. Highlight specific examples where you met or exceeded sales targets, and explain how you built relationships with clients or advisers. This will show that you have the skills needed for the role.
✨Demonstrate Industry Knowledge
Brush up on your knowledge of the UK taxation system and the International bond market. Be ready to discuss current trends and challenges in the industry, as well as how Canada Life's offerings can address these. This will showcase your expertise and commitment to the field.
✨Prepare Questions
Have a list of thoughtful questions ready to ask at the end of the interview. Inquire about the company's culture, team dynamics, and opportunities for professional development. This shows your genuine interest in the company and helps you assess if it's the right fit for you.
