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- Tasks: Build relationships with advisers and exceed sales targets in wealth management.
- Company: Leading financial services company in the UK with a focus on wealth management.
- Benefits: Competitive salary and comprehensive benefits package.
- Why this job: Join a dynamic team and make a real impact in the financial sector.
- Qualifications: Experience in telephone sales and strong understanding of UK taxation.
- Other info: Great opportunity for career growth in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
A financial services company in the UK seeks a Telephone Account Manager to support its wealth management function. The role focuses on building relationships with professional advisers and exceeding sales targets across the company's wealth product range.
Ideal candidates will have:
- Prior telephone sales experience in financial services
- A good understanding of the UK taxation system
- Strong presentation skills
This position offers a competitive salary and comprehensive benefits.
Wealth Telephone Account Manager – Advisor Relationships in Potters Bar employer: Canada Life
Contact Detail:
Canada Life Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Telephone Account Manager – Advisor Relationships in Potters Bar
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Telephone Account Manager role. Personal referrals can give you a leg up in the application process.
✨Tip Number 2
Practice your pitch! Since this role is all about building relationships over the phone, make sure you can confidently present yourself and your skills. Role-play with a friend or record yourself to refine your delivery.
✨Tip Number 3
Research the company! Familiarise yourself with their wealth management products and recent news. This will not only help you in interviews but also show that you're genuinely interested in the role and the company.
✨Tip Number 4
Apply through our website! We make it super easy for you to submit your application directly. Plus, it shows you're keen on joining our team. Don't miss out on this opportunity!
We think you need these skills to ace Wealth Telephone Account Manager – Advisor Relationships in Potters Bar
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your telephone sales experience in financial services. We want to see how your skills align with the role of a Telephone Account Manager, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about wealth management and how your understanding of the UK taxation system can benefit us. Keep it engaging and personal!
Showcase Your Presentation Skills: Since strong presentation skills are key for this role, consider including examples of how you've successfully communicated complex information in the past. We love seeing candidates who can convey their ideas clearly and confidently!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Canada Life
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of the UK taxation system and wealth management products. Being able to discuss these topics confidently will show that you're not just a sales person, but someone who understands the financial landscape.
✨Practice Your Pitch
Since this role is all about building relationships over the phone, practice your presentation skills. Try role-playing with a friend or family member to refine your approach and ensure you can communicate clearly and persuasively.
✨Showcase Your Sales Experience
Be ready to share specific examples from your previous telephone sales roles. Highlight how you exceeded targets and built strong relationships with clients. This will demonstrate your capability and fit for the position.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company's wealth management function and their approach to adviser relationships. This shows your genuine interest in the role and helps you stand out as a candidate who is engaged and proactive.
