At a Glance
- Tasks: Manage broker relationships and drive growth in a dynamic financial services environment.
- Company: Leading financial services organisation with a supportive culture.
- Benefits: Competitive salary up to £40,000 and opportunities for professional development.
- Other info: Fast-paced role with excellent career growth potential and networking opportunities.
- Why this job: Make an impact by delivering tailored financial solutions and building strong relationships.
- Qualifications: Experience in sales or account management, preferably in a regulated industry.
The predicted salary is between 35000 - 40000 £ per year.
Location: South London
Salary: Up to £40,000 (Depending on experience)
IPS Group are working with a leading financial services organisation to recruit a driven and relationship-focused individual to join their Premium Finance team. This is an excellent opportunity for a sales professional who enjoys managing broker relationships, driving growth, and delivering tailored financial solutions within a dynamic and supportive environment.
The Role
As a Telephone Account Manager, you will take ownership of an allocated broker portfolio, acting as the primary point of contact and building strong, long-term relationships. You will be responsible for driving both retention and growth, consistently achieving and exceeding monthly volume and case targets. The role includes:
- Identifying new business opportunities
- Onboarding new brokers with a seamless approach
- Promoting the full range of products through confident, value-driven engagement
You will develop and implement strategic business plans to maximise portfolio performance, focusing on increasing market penetration, profitability, and sustainable growth. Alongside this, you will proactively manage broker relationships through regular communication, renewal conversations, and ongoing support to ensure satisfaction and loyalty. Using management information and performance data, you will continuously review your portfolio, identifying opportunities for improvement and responding effectively to challenges. The position also involves working closely with internal teams to deliver excellent customer outcomes, managing escalations professionally, and representing the business at relevant industry events and networking opportunities when required. Ensuring adherence to all regulatory and compliance standards will be a key part of your responsibilities.
About You
The ideal person will have strong experience in sales or account management, with a strong track record of achieving and exceeding targets – preferably from within a regulated industry. You will be a confident communicator with excellent relationship-building and negotiation skills, capable of influencing and engaging stakeholders at all levels. A self-motivated, proactive approach is key due to the nature of this role, along with the ability to manage your own workload and deliver results in a fast-paced environment.
Telephone Account Manager employer: IPS Group Limited
IPS Group is an exceptional employer, offering a dynamic and supportive work environment for Telephone Account Managers in South London. With a focus on employee growth and development, the company provides tailored training and opportunities to excel in managing broker relationships and driving business success. The collaborative culture encourages innovation and rewards achievement, making it an ideal place for sales professionals seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Telephone Account Manager
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial services industry. Attend events, join online forums, and don’t be shy about reaching out to potential brokers or colleagues on LinkedIn. Building relationships is key for a Telephone Account Manager!
✨Tip Number 2
Practice your pitch! You’ll need to confidently engage with brokers and promote your products. Role-play with a friend or record yourself to refine your delivery. The more comfortable you are, the better you’ll connect with your audience.
✨Tip Number 3
Stay organised! Use tools to manage your portfolio and track your interactions with brokers. This will help you identify opportunities for growth and ensure you’re always on top of your game when it comes to follow-ups and renewals.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that Telephone Account Manager role. Plus, applying directly shows your enthusiasm and commitment to joining our team. Don’t miss out on this opportunity!
We think you need these skills to ace Telephone Account Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Telephone Account Manager role. Highlight your sales experience and any relevant achievements that show you can drive growth and manage relationships effectively.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention specific examples of how you've successfully managed accounts or broker relationships in the past.
Showcase Your Communication Skills:As a Telephone Account Manager, communication is key. In your application, demonstrate your ability to engage and influence stakeholders. Use clear, concise language and make sure your personality shines through!
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 about the process!
How to prepare for a job interview at IPS Group Limited
✨Know Your Numbers
Before the interview, brush up on your sales metrics and achievements. Be ready to discuss specific examples of how you've exceeded targets in previous roles. This will show your potential employer that you’re results-driven and can bring value to their team.
✨Build Rapport with Your Interviewer
Since this role is all about relationship management, practice building rapport during your interview. Use active listening skills, maintain eye contact, and engage in a friendly manner. This will demonstrate your ability to connect with brokers and clients alike.
✨Prepare for Scenario Questions
Expect questions that ask how you would handle specific situations, like managing a difficult broker or identifying new business opportunities. Prepare structured responses using the STAR method (Situation, Task, Action, Result) to clearly articulate your thought process and problem-solving skills.
✨Showcase Your Industry Knowledge
Familiarise yourself with the financial services sector and any recent trends or changes. Being able to discuss industry developments will not only impress your interviewer but also show that you’re proactive and genuinely interested in the field.
