At a Glance
- Tasks: Manage relationships with financial firms and spot growth opportunities.
- Company: Dynamic company with a strong track record in financial services.
- Benefits: Up to £55,000 salary, £25,000 bonus, remote work, and 26 days holiday.
- Other info: Clear career progression into external roles available.
- Why this job: Join a successful team and grow your career in a thriving market.
- Qualifications: Understanding of the financial adviser market and platforms.
There are sales jobs where you inherit a patch and spend the next 12 months explaining why someone else’s numbers weren’t very good. This isn’t one of them. You’ll take over an established Scotland Northern Ireland territory that achieved 130%+ of its platform target in 2025 and is already running ahead of target again this year. And you won’t be doing it alone. You’ll work alongside two successful BDMs, sharing responsibility for growing platform and investment business across an existing panel of financial adviser firms. THE PACKAGE Basic salary up to £55,000 Bonus of around £25,000 at target Additional cash incentives for winning new adviser firms 10% non-contributory pension 26 days’ holiday Private medical insurance 4x life assurance Flexible benefits Fully remote working THE JOB You’ll manage relationships with financial planning firms across Scotland and Northern Ireland, spotting opportunities to increase flows, supporting campaigns and working closely with your external BDM colleagues.Around 75% of your focus will be platform business, with the remaining 25% around investments.Longer term, there’s a clear route into external/field BDM positions if that’s where you want your career to go. WHAT YOU’LL NEED You’ll need to understand the financial adviser market and know your way around platforms....
Telephone Account Manager in Edinburgh employer: Exchange Street Claims & Financial Services
Join a forward-thinking company that values your growth as a Remote Trainee Financial Adviser. With a structured training programme, competitive salary, and the opportunity to build your own client base, you'll thrive in a supportive environment that prioritises employee development and work-life balance. Enjoy the flexibility of hybrid or remote work while being part of a dynamic team dedicated to delivering exceptional client service.
Contact Details:
Exchange Street Claims & Financial Services Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Telephone Account Manager in Edinburgh
✨Leverage Your Network
In sales and business development, who you know can often be as important as what you know. Get involved with local networking events or industry meetups to connect with key players. Don't be shy—share your passion for the field and let folks know you're on the lookout for opportunities!
✨Show Your Skills Through Real-World Results
When targeting a full-time role like Telephone Account Manager at Exchange Street Claims & Financial Services, presenting tangible results from your previous sales experience can set you apart. Bring along case studies or examples of how you've closed deals or expanded accounts, and don't forget to showcase your problem-solving prowess. It’s all about quantifying your success!
✨Engage with Sales Communities
Dive deep into online sales communities, like Sales Hacker or LinkedIn groups dedicated to sales professionals. Engaging in discussions and sharing insights can boost your visibility and might just put you on the radar of hiring managers looking for fresh talent in business development.
✨Direct Applications Matter
While we all know the online application route, consider sending direct applications to companies you admire, including Exchange Street Claims & Financial Services. Tailor your message to explain why you’re drawn to them and how you can contribute as a Telephone Account Manager. Sometimes, a personal touch can grab attention faster than a generic application!
We think you need these skills to ace Telephone Account Manager in Edinburgh
Some tips for your application 🫡
Show Off Those Sales Skills:In your CV and cover letter, highlight any previous sales or business development experience you have. Use numbers and examples to showcase your achievements – did you exceed sales targets or bring in new clients? Make those accomplishments shine!
Tailor Your Message for Exchange Street Claims & Financial Services:When writing your cover letter, make sure to tailor your message specifically for Exchange Street Claims & Financial Services. Show that you know the company’s mission and how your skills align with their goals in the sales landscape. This personalised touch will grab their attention!
Keep It Professional Yet Engaging:Sales is all about relationships, so while you want to maintain professionalism in your application, don’t be afraid to let your personality shine through. Engage the reader and demonstrate your enthusiastic approach to sales and business development!
Proof of Performance:Include any relevant certifications or training you’ve undertaken in sales or negotiation tactics. If you’ve attended workshops or courses, list these to showcase your commitment to professional development. This extra touch can set you apart from the competition!
How to prepare for a job interview at Exchange Street Claims & Financial Services
✨Know Your Sales Methodologies
Brush up on popular sales methodologies like SPIN Selling or Challenger Sales. Being able to discuss these techniques and how you've applied them will show Exchange Street Claims & Financial Services that you understand the role and can hit the ground running in the sales game.
✨Demonstrate Your Deal-Making Skills
Prepare to share stories from your past experiences where you closed deals, overcame objections, or started new client relationships. We want to show Exchange Street Claims & Financial Services that you’re not just about numbers but also about building lasting connections in business development.
✨Prepare for Role-Play Scenarios
In a full-time sales interview, don’t be surprised if they throw in a role-play exercise to test your pitching skills. Practising how you would pitch a product or handle an objection will help us shine in this simulation—think of it like a dress rehearsal for your future sales calls!
✨Align Your Goals with the Company’s Vision
Take a moment to reflect on how your career ambitions align with Exchange Street Claims & Financial Services’s objectives. When we articulate how our personal growth ties in with the company’s goals, it shows commitment and a genuine interest in contributing to their success.
