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- Tasks: Build strong relationships with financial advisers and drive sales in the wealth management sector.
- Company: Join Canada Life, a leading provider in investment bonds and tax planning.
- Benefits: Enjoy a competitive salary, generous pension, bonus scheme, and private medical insurance.
- Why this job: Make a real impact in the financial services industry while developing your career.
- Qualifications: Sales experience in financial services and understanding of adviser operations preferred.
- Other info: Flexible working options and a commitment to diversity and inclusion.
The predicted salary is between 36000 - 60000 £ per year.
We are looking for a Regional Account Manager to support the 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 field-based role covering a geographical region that includes the West Midlands, Gloucestershire and Mid/South Wales.
Key Accountabilities:
- Manage a defined number of adviser firms within a geographic area in conjunction with a Telephone Account Manager.
- Panel management includes daily/weekly face-to-face activity, virtual meetings, effective follow-up of quotes, webinars, events, leads and campaigns driven through Salesforce.
- Deliver or exceed sales targets with a suitable spread across Canada Life's wealth product areas.
- Develop strong relationships with professional advisers within the allocated firms to maximise sales of Canada Life wealth products and increase market share.
- Implement and execute a clear contact strategy to ensure all advisers within the region are contacted.
- Maintain a high level of technical and industry knowledge in Canada Life's International product range.
- Achieve and maintain competency under the Distribution T&C Scheme.
- Develop an approach to account planning including research, competitor analysis, generating quotes, deal options, and business generation initiatives.
Desired Knowledge / Experience / Skills:
- Previous experience in a face-to-face sales role in financial services with a proven track record of delivering sales targets.
- Experience working with financial advisers and understanding their operations.
- An understanding of the UK taxation system and the International bond market.
- The ability to work as part of a team is essential.
- Previous experience using a CRM system, such as Salesforce.
- The ability to form strong professional relationships with adviser firms.
Qualifications:
- CII Diploma in Financial Planning – Level 4 (or a desire to progress towards).
Benefits of working at Canada Life:
We offer a competitive salary and benefits package that is regularly reviewed, including a generous pension and bonus scheme, income protection, private medical insurance, and life assurance. We also provide regular personal and professional development opportunities.
Our culture is unique and incredibly important to us. We care about doing the right thing for our people, customers, and community. We want colleagues to have rewarding careers with us, so we invest in the development of our people, technology, and workplaces.
Diversity and inclusion is a key commitment for us. We are proud of the progress we are making in DEI, and we continue to focus on building an inclusive workplace with a diverse workforce.
Regional Account Manager in Birmingham employer: Canada Life UK
Contact Detail:
Canada Life UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Regional Account Manager in Birmingham
✨Tip Number 1
Get to know the company inside out! Research Canada Life's products and values, so you can chat confidently about how you can contribute to their goals. This shows you're genuinely interested and ready to hit the ground running.
✨Tip Number 2
Network like a pro! Reach out to current employees on LinkedIn or attend industry events. Building connections can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 3
Prepare for those interviews by practising common questions and scenarios related to account management and sales. Use the STAR method (Situation, Task, Action, Result) to structure your answers and showcase your achievements.
✨Tip Number 4
Don't forget to follow up after your interviews! A quick thank-you email reiterating your interest in the role can keep you fresh in their minds. Plus, it shows you're proactive and keen on the opportunity!
We think you need these skills to ace Regional Account Manager in Birmingham
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Regional Account Manager role. Highlight your experience in financial services and any relevant sales achievements that align with our goals at Canada Life.
Showcase Your Relationship-Building Skills: We’re all about building strong relationships, so don’t forget to mention your experience working with professional advisers. Share specific examples of how you’ve successfully managed accounts and driven sales in the past.
Demonstrate Industry Knowledge: Familiarise yourself with the UK taxation system and the International bond market. Mention any relevant knowledge or certifications you have, as this will show us you’re serious about the role and ready to hit the ground running.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to the right people and shows us you’re keen to join the Canada Life team!
How to prepare for a job interview at Canada Life UK
✨Know Your Products Inside Out
As a Regional Account Manager, you'll need to demonstrate a solid understanding of Canada Life's wealth products. Brush up on the specifics of the International Investment Bond and Tax and Estate Planning offerings. Being able to discuss these confidently will show your potential employer that you're ready to hit the ground running.
✨Build Rapport with Advisers
Since this role involves managing relationships with professional adviser firms, practice how to establish rapport quickly. Think about how you can connect on a personal level, perhaps by researching their recent achievements or challenges. This will help you stand out as someone who genuinely cares about their success.
✨Master the Sales Process
Familiarise yourself with the sales process specific to financial services and the adviser firms you'll be working with. Prepare to discuss how you would approach account planning, including competitor analysis and generating quotes. Showing that you understand the sales cycle will impress your interviewers.
✨Showcase Your Team Spirit
This role requires collaboration with a Telephone Account Manager, so be ready to highlight your teamwork skills. Share examples from your past experiences where you've successfully worked in a team to achieve sales targets. This will demonstrate that you can contribute positively to the team dynamic at Canada Life.
