At a Glance
- Tasks: Manage national accounts and develop strategic relationships in the insurance sector.
- Company: Join The Exeter, a multi-award-winning insurer with a friendly and inclusive culture.
- Benefits: Enjoy flexible working, income protection, extra holiday, and a supportive environment.
- Other info: Opportunity for career growth in a target-driven environment.
- Why this job: Make a real impact by driving growth and building long-term relationships in a dynamic industry.
- Qualifications: Experience with intermediaries and strong knowledge of protection products required.
The predicted salary is between 50000 - 60000 £ per year.
Location: UK – field‑based
Department: Protection Distribution
Reports to: Head of Protection Distribution
The Exeter is a multi‑award‑winning insurer specialising in health insurance, income protection, and life insurance. We are an ambitious, inclusive and friendly organisation that values integrity, collaboration and continuous improvement.
What you’ll be doing
- Develop and manage strategic relationships with a portfolio of national accounts across all protection propositions.
- Deliver agreed annual premium income targets in line with business objectives and Distribution Quality Measures (DQM).
- Act as the primary point of contact for all opportunities across the allocated account portfolio.
- Identify and develop growth opportunities across products, including viable cross‑selling opportunities.
- Create and deliver tailored business development plans and contact strategies for each account.
- Analyse account performance to identify trends, risks and opportunities, using CRM, DQM and market insight.
- Work collaboratively with Sales Managers and internal stakeholders to maximise The Exeter’s visibility and positioning in the market.
- Ensure strong governance across account relationships, including structured meetings, agendas, minutes and action tracking.
- Maintain a high level of product knowledge, including relevant legislation and competitor propositions.
- Provide regular competitor and market analysis, sharing insights and recommendations internally.
- Ensure compliance with internal governance processes and FCA Individual Conduct Rules.
What we’re looking for
- Proven experience working with intermediaries, IFAs and/or wealth managers.
- Strong knowledge of protection products.
- A demonstrable track record of developing and growing new and existing accounts.
- Experience in senior relationship and territory management roles.
- Confident presenting to senior and occasionally challenging audiences.
- Strong influencing, communication and stakeholder management skills.
- Highly organised, self‑motivated and comfortable managing a national portfolio.
- Ideally CII qualified (or working towards it).
- Confident with Microsoft Office, CRM systems, and Power BI.
- Full UK driving licence and right to work in the UK.
About you
You’re commercially focused, self‑driven and collaborative, with a genuine passion for building long‑term relationships. You thrive in a target‑driven environment and enjoy representing The Exeter positively in the market.
What we offer
- Flexible working options.
- Income protection cover.
- Holiday trading.
- Your birthday day off.
- Life insurance (four times salary).
- Free health assessment.
- Employee assistance programme.
- Supportive and inclusive work environment.
This advert outlines the main responsibilities of the role but is not intended to be an exhaustive list. You may be required to carry out other duties that are reasonably requested in line with the operational requirements of the business. The successful candidate will be expected to adhere to the Financial Conduct Authority Individual Conduct Rules and comply with The Exeter’s Expectations at all times.
National Account Manager employer: Exeter Friendly Society Limited
The Exeter is an exceptional employer, offering a supportive and inclusive work environment that prioritises employee well-being and professional growth. With flexible working options, comprehensive benefits including income protection and life insurance, and a culture that values collaboration and integrity, employees are empowered to thrive in their roles while building meaningful relationships within the industry.
Contact Details:
Exeter Friendly Society Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land National Account Manager
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Exeter Friendly Society Limited. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace National Account Manager
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Exeter Friendly Society Limited.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Exeter Friendly Society Limited's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Exeter Friendly Society Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Exeter Friendly Society Limited.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Exeter Friendly Society Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Exeter Friendly Society Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
