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For Companies At a Glance
- Tasks: Engage with financial advisers to build relationships and exceed business targets.
- Company: Join the UK's largest long-term savings and retirement business, Phoenix Group.
- Benefits: Enjoy a competitive salary, generous annual leave, and flexible working options.
- Why this job: Make a real impact in a FTSE 100 company focused on sustainability.
- Qualifications: Proven track record of exceeding targets and strong relationship-building skills.
- Other info: Inclusive culture that values diverse backgrounds and experiences.
The predicted salary is between 45000 - 60000 £ per year.
Job Description
Job Type:
Permanent
Location:
Edinburgh but also flexible on location for experience. Hybrid. Office 2 days per week.
Flexible working:
All of our roles are open to part-time, job-share and other types of flexibility. We will discuss what is important to you and balancing this with business requirements during the recruitment process. You can read more about Phoenix Flex here.
Closing Date:
7th November
Salary and benefits:
From £45k to £60k plus 16% bonus up to 32%, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more
Who are we?
We want to be the best place that any of our 6,600 colleagues have ever worked.
We\’re the UK\’s largest long-term savings and retirement business. We offer a range of products across our market-leading brands, Standard Life, SunLife, Phoenix Life and ReAssure. Around 1 in 5 people in the UK has a pension with us. We\’re a FTSE 100 organisation that is tackling key issues such as transitioning our portfolio to net zero by 2050, and we\’re not done yet.
The role
We\’re Phoenix Group, we\’re a long-term savings and retirement business. We offer a range of products across our market-leading brands, Standard Life, SunLife, Phoenix Life and ReAssure. Around 1 in 5 people in the UK has a pension with us. We\’re a FTSE 100 organisation that is tackling key issues such as transitioning our portfolio to net zero by 2050, and we\’re not done yet.
To be successful in this role, you will be a proven high achiever who is well versed in exceeding targets on a regular basis. The objective of the role is to increase business levels across all aspects of the investment proposition primarily through meeting (face to face and or virtually) financial advisers across a specified region.
What are we looking for?
- Responsible for engaging with and regularly meeting advisers in order to build, maintain and develop relationships, both over the Telephone and Virtual Media.
- Accountable for achieving targeted business activity. This will include meeting targets, identifying business needs, outlining our value proposition, and follow up within agreed timescales. Keeping client records up to date in line with this activity.
- To support and contribute to the production of regional business plans to target and engage with a panel of advisory firms to exceed national and business centre targets across all Pension and Investment products..
- To be able to analyse business plans and using panel and sales MI to drive actions.
We Want To Hire The Whole Version Of You.
We are committed to ensuring that everyone feels accepted and welcome applicants from all backgrounds. If your experience looks different from what we\’ve advertised and you believe that you can bring value to the role, we\’d love to hear from you.
If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best.
Please note that we reserve the right to remove adverts earlier than the advertised closing date. We encourage you to apply at the earliest opportunity.
Find out more about
- Guide for Candidates:
- Find or get answers from our colleagues:
To be successful in this role, you will be a proven high achiever who is well versed in exceeding targets on a regular basis. The objective of the role is to increase business levels across all aspects of the investment proposition primarily through meeting (face to face and or virtually) financial advisers across a specified region.
Telephone Account Manager employer: Phoenix Group
Contact Detail:
Phoenix Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Telephone Account Manager
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or even through mutual contacts. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially their commitment to flexibility and sustainability. Show them you’re not just another candidate, but someone who aligns with their mission.
✨Tip Number 3
Practice your pitch! You’ll want to clearly articulate how your experience meets their needs, especially in building relationships with financial advisers. Keep it concise and impactful.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step.
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 achievements and experiences that align with the job description, especially those related to exceeding targets and building relationships.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for us at Phoenix Group. Mention specific examples of how you've successfully engaged with clients or met targets in the past.
Showcase Your Flexibility: Since we value flexibility, don’t forget to mention your preferred working arrangements. Whether it's part-time or hybrid, let us know what works best for you and how you can still meet our business needs.
Apply Early!: We encourage you to apply as soon as possible through our website. The sooner you get your application in, the better your chances are of being considered before the closing date!
How to prepare for a job interview at Phoenix Group
✨Know Your Numbers
Before the interview, brush up on your sales metrics and achievements. Be ready to discuss how you've consistently exceeded targets in previous roles. This will show that you understand the importance of performance in a Telephone Account Manager position.
✨Research the Company
Dive deep into Phoenix Group's values, products, and recent initiatives, especially their commitment to net zero by 2050. Showing that you’re informed about the company will demonstrate your genuine interest and help you align your answers with their goals.
✨Prepare for Relationship Building Questions
Since the role involves engaging with financial advisers, think of examples where you've successfully built and maintained professional relationships. Use the STAR method (Situation, Task, Action, Result) to structure your responses clearly.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready. Inquire about the team dynamics, how success is measured, or what challenges the company faces in the current market. This shows you're not just interested in the job, but also in contributing to the company's future.
