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- Tasks: Engage with financial advisers to identify and secure profitable opportunities via virtual meetings.
- Company: Join Standard Life, a leading retirement specialist with over 200 years of experience.
- Benefits: Enjoy a competitive salary, private medical cover, 38 days annual leave, and more.
- Why this job: Make a real impact in the financial services sector while developing valuable client relationships.
- Qualifications: Experience in telephony business development and strong relationship-building skills required.
- Other info: Flexible working options and a commitment to diversity and inclusion.
The predicted salary is between 45700 - 64000 £ per year.
If you’re someone who is a commercial thinker, enjoys engaging and developing client relationships and has an excellent telephone manner, Standard Life could be the place for you. We’re looking for a Telephone Account Manager to join our Distribution Team, as part of the Retirement Solutions & Asset Management (RS&AM) function.
Job Type: Permanent
Location: This role can be based in either of our offices in London, Edinburgh or Birmingham (minimal expectation to travel). We recognise the benefits of flexible working and will discuss what is important to you and balancing this with business requirements during the recruitment process.
Salary and Benefits: from £45,700 (subject to experience) plus bonus, 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’re Standard Life, a retirement specialist focused entirely on retirement savings and income. We champion the belief that everyone’s journey to and through retirement can be better, and for more than 200 years, we’ve been helping our customers plan and prepare for their financial futures. Life today is increasingly complicated, uncertain and unpredictable. People move through different careers, face unexpected moments and navigate important choices. We offer our colleagues flexibility, trust and benefits that work for whatever life brings. In return we expect curiosity, connection, accountability and high standards. We make room for what matters - so you can bring your best, every day.
The role: Working alongside a field-based Senior Investment Development Manager, you will work with a panel of Financial Adviser firms to identify and secure profitable opportunities for the Standard Life Group. The objective of the role is to increase business levels across all aspects of the investment proposition primarily through virtual meetings with financial advisers across a specified region. These opportunities include both Standard Life's wholesale proposition and our Individual Retirement Solutions proposition.
What are we looking for?
- Experience, Knowledge and Skills (Essential)
- Experience within a similar telephony business development role with a demonstratable and successful track record ideally in Financial Services, with good technical knowledge of financial services market and solutions.
- Experience in engaging, maintaining and developing Financial Adviser relationships through telephone and virtual contact.
- Experience of working with and achieving targeted business activity; including meeting targets, identifying business needs, explaining our value proposition and following up within agreed timescales.
- Ability to create and deliver business plans for aligned area including defining strategic objectives to exceed national and business centre targets across all Pension and Investment products, identifying and realising regional opportunities for growth.
- Experience in analysing business plans, using panel and sales MI, and drive activity and future direction, to inform and evolve business plans for short, medium and longer term.
- High level knowledge of industry standards, regulations, and best practices and able to articulate and present these.
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. We’re reviewing applications as they come in, so apply early to avoid missing out.
Telephone Account Manager, RS&AM employer: Phoenix Group
Contact Detail:
Phoenix Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Telephone Account Manager, RS&AM
✨Tip Number 1
Get to know the company inside out! Research Standard Life's values, mission, and recent news. This will help you tailor your conversations and show that you're genuinely interested in being part of the team.
✨Tip Number 2
Practice your telephone skills! Since this role is all about engaging with clients over the phone, make sure you’re comfortable and confident. Try mock calls with friends or family to refine your pitch and get feedback.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral, which can boost your chances of landing the job.
✨Tip Number 4
Don’t forget to follow up! After any interviews or networking chats, send a thank-you email. It shows your appreciation and keeps you fresh in their minds. Plus, it’s a great chance to reiterate your enthusiasm for the role!
We think you need these skills to ace Telephone Account Manager, RS&AM
Some tips for your application 🫡
Show Off Your Experience: Make sure to highlight your experience in telephony business development, especially in financial services. We want to see how you've successfully engaged with clients and developed relationships over the phone.
Tailor Your Application: Don’t just send a generic application! Tailor your CV and cover letter to reflect the skills and experiences mentioned in the job description. We love seeing candidates who take the time to connect their background with what we’re looking for.
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate well-structured applications that make it easy for us to see your qualifications and enthusiasm for the role.
Apply Through Our Website: Remember to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at Phoenix Group
✨Know Your Numbers
Before the interview, brush up on your financial services knowledge. Be ready to discuss key metrics and trends in the industry, as well as how they relate to Standard Life's offerings. This shows that you’re not just a commercial thinker but also someone who understands the market.
✨Practice Your Pitch
Since this role involves engaging with Financial Advisers over the phone, practice your telephone manner. Role-play common scenarios with a friend or family member, focusing on clarity, confidence, and how to articulate the value proposition effectively.
✨Showcase Relationship Building Skills
Prepare examples of how you've successfully developed and maintained client relationships in previous roles. Highlight specific instances where your communication skills led to positive outcomes, as this is crucial for the Telephone Account Manager position.
✨Be Ready to Discuss Business Plans
Think about how you would create and deliver business plans for the role. Be prepared to discuss your approach to identifying opportunities for growth and how you would use data to inform your strategies. This will demonstrate your proactive mindset and strategic thinking.