At a Glance
- Tasks: Drive business growth by engaging with financial advisers and exceeding sales targets.
- Company: Join Phoenix Group, the UK's largest long-term savings and retirement business.
- Benefits: Enjoy a competitive salary, generous leave, private medical cover, and flexible working options.
- Other info: Flexible working arrangements and a commitment to inclusivity and support.
- Why this job: Make a real impact in a FTSE 100 company focused on sustainability and growth.
- Qualifications: Proven sales success, excellent communication skills, and strong organisational abilities.
The predicted salary is between 45000 - 60000 € per year.
Join to apply for the Telephone Account Manager role at Phoenix Group.
Job Details
- Job Type: Permanent
- Location: Edinburgh (hybrid – office 2 days per week, flexibly remote)
- Flexible working: Part‑time, job‑share and other flex options are available.
- Closing Date: 7th November
- Salary & Benefits: £45k – £60k base + 16% bonus (up to 32% of salary), private medical cover, 38 days annual leave, excellent pension scheme, life assurance, career breaks, income protection, 3 volunteering days per year and more.
About Phoenix Group
We are the UK’s largest long‑term savings and retirement business, operating through Standard Life, SunLife, Phoenix Life and ReAssure. As a FTSE 100 organisation, we focus on transitioning our portfolio to net zero by 2050.
Role Overview
As a Telephone Account Manager you will drive business growth across the investment proposition by meeting with financial advisers in a specified region. Your primary goal is to exceed national and business centre targets for our pension and investment products.
Key Responsibilities
- Engage with and regularly meet advisers via telephone and virtual media to build, maintain and develop relationships.
- Achieve targeted business activity – meet targets, identify business needs, present our value proposition and follow up within agreed time‑frames; keep client records current.
- Contribute to the production of regional business plans and target a panel of advisory firms to surpass national and business centre targets.
- Analyse business plans and use panel and sales MI to drive actions.
Candidate Profile
- Proven high‑achiever with a track record of meeting or exceeding sales targets.
- Excellent communication skills – able to build rapport with advisers virtually and face‑to‑face.
- Strong organisational skills and meticulous record keeping.
- Analytical mindset – able to interpret business data and adjust plans accordingly.
Equal Opportunity & Accessibility
We are committed to ensuring that everyone feels accepted and welcome. If your experience differs from the advertised description and you believe you can add value, we’d love to hear from you. If you require adjustments to the recruitment process, please let us know so we can support you.
Additional Information
- Guide for Candidates: https://thephoenixgroup.pagetiger.com/guideforcandidates
- Contact: https://www.thephoenixgroup.com/careers/talk-to-us
Please note we reserve the right to remove adverts earlier than the advertised closing date. Apply at your earliest convenience.
Telephone Account Manager employer: Phoenix Group
Phoenix Group is an exceptional employer, offering a dynamic work culture that prioritises flexibility and employee well-being. With a competitive salary package, generous benefits including 38 days of annual leave, and a strong commitment to career development, employees are empowered to thrive both personally and professionally in the vibrant city of Edinburgh. Join us to be part of a forward-thinking organisation dedicated to sustainability and making a meaningful impact in the long-term savings and retirement sector.
StudySmarter Expert Advice🤫
We think this is how you could land Telephone Account Manager
✨Tip Number 1
Get to know the company inside out! Research Phoenix Group's values, mission, and recent news. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your pitch! You’ll need to present your value proposition clearly and confidently. Role-play with a friend or use our resources to refine your approach before the big day.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider tips and might even lead to a referral!
✨Tip Number 4
Don’t forget to follow up! After your interviews, send a thank-you email to express your appreciation and reiterate your enthusiasm for the role. It’s a small gesture that can make a big difference.
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 achievements and any experience with financial advisers. We want to see how you can bring value to our team!
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 at Phoenix Group. Share your passion for building relationships and exceeding targets – we love that!
Showcase Your Communication Skills:Since this role involves engaging with advisers over the phone and virtually, make sure to demonstrate your excellent communication skills in your application. We’re looking for someone who can build rapport easily!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re excited to see what you can bring to the table!
How to prepare for a job interview at Phoenix Group
✨Know Your Numbers
As a Telephone Account Manager, you'll need to demonstrate your ability to meet and exceed sales targets. Brush up on your past achievements and be ready to discuss specific figures that showcase your success. This will not only impress the interviewers but also show that you understand the importance of metrics in driving business growth.
✨Master the Value Proposition
Familiarise yourself with Phoenix Group's investment products and their unique selling points. Be prepared to articulate how these products can benefit financial advisers and their clients. This shows that you're not just interested in the role, but that you genuinely understand what you're selling.
✨Build Rapport Virtually
Since the role involves engaging with advisers via telephone and virtual media, practice your communication skills. Use active listening techniques and be ready to adapt your style to build rapport quickly. Consider doing mock interviews with friends or family to refine your approach.
✨Show Your Analytical Side
The job requires an analytical mindset, so be prepared to discuss how you've used data to drive decisions in the past. Think of examples where you've analysed business plans or sales data to adjust your strategies. This will demonstrate your ability to think critically and make informed decisions.
