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For Companies At a Glance
- Tasks: Join our Equity Release Sales team to drive business growth and revenue.
- Company: LV= Life and Pensions is a leading financial services provider focused on customer care.
- Benefits: Enjoy 26 days holiday, flexible benefits, and a competitive pension scheme.
- Why this job: Be part of a supportive team with a strong focus on customer outcomes and personal development.
- Qualifications: Experience in Financial Services Sales or knowledge of Equity Release products is essential.
- Other info: Remote work options available; we value diversity and inclusivity.
The predicted salary is between 28800 - 42000 £ per year.
We have an exciting new Sales opportunity to join our Equity Release Sales team. Working with a panel of Independent Financial Adviser firms (IFA’s), you’ll develop business growth and generate profitable revenue for your panel. You’ll be working in partnership with our field-based Business Development Managers to acquire and maintain business for LV=. Being an LV= brand ambassador, you’ll promote LV=’s equity release proposition and influence your panel, ensuring great customer outcomes are provided and continuing to build on our strong position within the IFA marketplace. You’ll be working to agreed quality sales targets/KPI’s. You’ll also need to keep on top of market developments, provide accurate management information to help shape and influence our future business plan, and ensure all activities are compliant within regulatory guidelines. Our Equity Release team work out of our Hitchin Office, however there could be an opportunity to work fully remotely.
About You
- Possess a good level of Equity Release product knowledge or have experience in a regulated Financial Services Sales role.
- Demonstrate excellent communication skills, including presenting via phone and video conferencing.
- Accurately apply technical knowledge to adviser/client scenarios.
- A good empathetic listener.
- A high level of self-motivation, organisation, and able to prioritise workload.
- Comfortable working to sales targets, with a strong moral sales approach.
- Ability to work independently and as part of a team.
- CeRER qualified or willing to work towards this.
- Understanding of financial drivers and metrics, and how your individual, account and team goals relate to them.
Rewards and Benefits
- 26 days' holiday – increasing after two years of service to 28 days.
- The opportunity to buy or sell up to five days of holiday.
- An annual bonus scheme based on company and personal performance.
- Flexible benefits, including a cycle to work scheme, personal accident insurance, critical illness cover, private medical insurance, and dental insurance.
- Competitive pension scheme - LV= Life and Pensions will double-match the amount you pay, up to 14% (subject to National Minimum Wage requirements).
- Group Life Assurance of four times your basic pay to your dependents (you’ll have the option to increase this to 8 x cover).
- Group Income Protection, if you enrol into the pension scheme and reach 5 years of service.
- Employee Assistance Programme (EAP) service for support when you need it.
- Virtual GP service.
- Shared parental leave.
- Up to 20% discount on our life products for you and your immediate family.
About Us
Here at LV= Life and Pensions we love to hear from great people, so don’t forget to connect with us on social media. We’re proudly an equal-opportunity employer and we highly value diversity and inclusivity. We don’t discriminate on race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We’re also open to conversations about flexible working as part of your application - if it’s right for our customers, our business and for you, then we’ll do everything we can to make it happen.
Please note that we are unable to offer Skilled Worker Visa Sponsorship for this role. Therefore, you must ensure that you are eligible to work in the UK without our sponsorship in order for your application to be considered. Please note that any successful internal colleagues will be offered a secondment opportunity. The secondment policy is available on the intranet for internal colleagues.
Telephone Account Manager employer: LV=
Contact Detail:
LV= Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Telephone Account Manager
✨Tip Number 1
Familiarise yourself with the latest trends in equity release and financial services. This knowledge will not only help you during interviews but also demonstrate your commitment to staying informed about the industry.
✨Tip Number 2
Practice your communication skills, especially over the phone and via video conferencing. Role-playing scenarios with a friend can help you become more comfortable and effective in presenting your ideas and solutions.
✨Tip Number 3
Network with professionals in the financial services sector, particularly those involved in equity release. Engaging with them on platforms like LinkedIn can provide valuable insights and potentially lead to referrals.
✨Tip Number 4
Showcase your self-motivation and organisational skills by preparing a personal development plan. This can highlight how you intend to meet sales targets and improve your performance, making you a more attractive candidate.
We think you need these skills to ace Telephone Account Manager
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Telephone Account Manager position. Understand the key responsibilities and required skills, especially around Equity Release product knowledge and communication skills.
Tailor Your CV: Customise your CV to highlight relevant experience in financial services sales and any specific achievements related to sales targets or KPIs. Emphasise your communication skills and ability to work independently as well as part of a team.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention your understanding of the IFA marketplace and how your skills align with the company's goals. Be sure to express your willingness to work towards CeRER qualification if you are not already qualified.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at LV=
✨Showcase Your Product Knowledge
Make sure to brush up on your Equity Release product knowledge before the interview. Being able to discuss specific products and their benefits will demonstrate your expertise and readiness for the role.
✨Demonstrate Communication Skills
Since the role involves presenting via phone and video conferencing, practice your communication skills. Be clear, concise, and confident in your responses, and don’t hesitate to ask questions if you need clarification.
✨Highlight Your Listening Skills
Being an empathetic listener is crucial in this role. During the interview, show that you can actively listen and respond thoughtfully to questions, which reflects your ability to understand client needs.
✨Prepare for Sales Target Discussions
Be ready to discuss your experience with sales targets and how you’ve met or exceeded them in the past. Share specific examples that highlight your strong moral sales approach and self-motivation.
