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- Tasks: Build strong relationships with financial advisers and drive sales of Canada Life wealth products.
- Company: Join Canada Life UK, a modern and agile organisation focused on building better futures.
- Benefits: Enjoy a competitive salary, generous pension, private medical insurance, and professional development opportunities.
- Why this job: Make a real impact in the wealth management sector while growing your career.
- Qualifications: Experience in face-to-face sales and understanding of financial services is preferred.
- Other info: Flexible working arrangements available to support work-life balance.
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 Regional Account 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 field‑based role covering a geographical region that covers the West Midlands, Gloucestershire and Mid/South Wales.
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 face‑to‑face, screen to screen, telephone 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 Telephone Account Manager.
- Panel management includes daily/weekly face to face 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 all advisers within the region are contacted and 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.
Desired Knowledge / Experience / Skills
- Previous experience of working in a face to face 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 desirable.
- 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
CII Diploma in Financial Planning - Level 4 (or a desire to progress towards).
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.
Regional Account Manager Wealth employer: Conceptionx
Contact Detail:
Conceptionx Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Regional Account Manager Wealth
✨Tip Number 1
Get to know the company inside out! Research Canada Life UK, their products, and their culture. This way, when you chat with them, you can show off your knowledge and passion for what they do.
✨Tip Number 2
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral!
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with the Regional Account Manager role. Highlight your sales achievements and how you can help grow their wealth management function.
✨Tip Number 4
Don’t forget to follow up! After interviews or networking chats, send a quick thank-you note. It shows your enthusiasm and keeps you fresh in their minds. And remember, apply through our website for the best chance!
We think you need these skills to ace Regional Account Manager Wealth
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 achievements that align with the job description. We want to see how you can bring value to our team!
Showcase Your Relationship-Building Skills: Since this role is all about building strong relationships with advisers, share examples of how you've successfully managed client relationships in the past. We love seeing real-life stories that demonstrate your ability to connect and engage with others.
Be Clear and Concise: When writing your application, keep it clear and to the point. Use bullet points where possible to make it easy for us to read. We appreciate a well-structured application that gets straight to the heart of your qualifications and experiences.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining our awesome team at Canada Life UK!
How to prepare for a job interview at Conceptionx
✨Know Your Products Inside Out
Make sure you have a solid understanding of Canada Life's wealth products, especially the International Investment Bond and tax planning options. Familiarise yourself with the features, benefits, and how they compare to competitors. This will help you answer questions confidently and demonstrate your expertise.
✨Build Rapport with Interviewers
Since this role involves relationship management, practice building rapport during your interview. Use active listening, maintain eye contact, and engage with your interviewers. Show them that you can connect with people, just like you would with professional advisers.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ability to manage accounts. Think of examples from your past experience where you've successfully navigated challenges or exceeded sales targets. Be ready to discuss your thought process and the outcomes.
✨Demonstrate Your Team Spirit
This role requires collaboration with a Telephone Account Manager, so highlight your teamwork skills. Share examples of how you've worked effectively in a team setting, contributed to joint goals, and supported colleagues in achieving success. This will show that you're a great fit for their culture.
