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- Tasks: Engage with Financial Advisers to boost business opportunities through virtual meetings.
- Company: Join Phoenix Group, the UK's largest long-term savings and retirement business.
- Benefits: Enjoy flexible working, a competitive salary, generous leave, and excellent perks.
- Why this job: Be part of a FTSE 100 company making a real impact on retirement solutions.
- Qualifications: Experience in Telephony Business Development, ideally within Financial Services, is essential.
- Other info: Open to applicants from all backgrounds; we value diverse experiences.
The predicted salary is between 36000 - 54000 £ per year.
Job Type: Six-month Fixed-Term Contract
Location: Edinburgh or Birmingham with 2 or 3 days per week in the office
Hiring Manager: Stuart Bate
Flexible working: All 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.
Salary and benefits: From £45,000 plus 16% - 32% bonus, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more!
Closing Date: 31st March 2025
We have an incredible opportunity to join us here at Phoenix Group as a Telephone Account Manager to join our Retirement Solutions Distribution Team.
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 involves working with Financial Advisers to identify and secure profitable opportunities for the Standard Life Group, from a panel of Financial Adviser firms. These opportunities will include our Individual Retirement Solutions Propositions. The objective of the role is to increase business levels across all aspects of the investment proposition primarily through meeting virtually with financial advisers across a specified region.
What are we looking for?
- Responsible for engaging, maintaining and developing Financial Adviser relationships through Telephone and Virtual Contact.
- Responsible for production and delivery against business plans for aligned area to define strategic interventions to exceed national and business centre targets, identifying and exploiting local and regional opportunities for growth.
- Responsible for achieving targeted business activity, including meeting targets, identifying business needs, explaining our value proposition, and following up within agreed timescales.
- To deliver production of business plans for aligned area to define strategic interventions to exceed national and business centre targets across all Pension and Investment products, identifying and exploiting local and regional opportunities for growth.
- To be able to analyse business plans and using panel and sales MI to drive actions 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.
- Experience within a Telephony Business Development role with a demonstrable and successful track record ideally in Financial Services.
- Good technical knowledge of financial services market and solutions.
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.
Find out more about Guide for Candidates: thephoenixgroup.pagetiger.com/guideforcandidates
Retail Intermediary Sales Telephone Account Manager employer: Phoenix
Contact Detail:
Phoenix Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Retail Intermediary Sales Telephone Account Manager
✨Tip Number 1
Familiarise yourself with the financial services market, especially focusing on retirement solutions. Understanding the products offered by Standard Life and how they compare to competitors will give you an edge in conversations with financial advisers.
✨Tip Number 2
Practice your telephony skills by simulating calls with friends or colleagues. Focus on articulating the value proposition clearly and confidently, as this role heavily relies on effective communication over the phone.
✨Tip Number 3
Network with professionals in the financial services industry, particularly those who work with financial advisers. This can provide insights into their needs and preferences, which will help you tailor your approach when engaging with them.
✨Tip Number 4
Stay updated on industry regulations and best practices. Being knowledgeable about compliance and standards will not only boost your confidence but also demonstrate your commitment to professionalism in the role.
We think you need these skills to ace Retail Intermediary Sales Telephone Account Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in telephony business development and financial services. Use keywords from the job description to demonstrate that you meet the specific requirements of the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your experience with Financial Advisers and how you can contribute to increasing business levels for the Standard Life Group.
Highlight Relevant Skills: Emphasise your ability to engage and maintain relationships with Financial Advisers. Include examples of how you've successfully met targets and developed business plans in previous roles.
Showcase Your Knowledge: Demonstrate your understanding of industry standards, regulations, and best practices in financial services. This will show that you are well-prepared for the responsibilities of the Telephone Account Manager role.
How to prepare for a job interview at Phoenix
✨Know Your Products
Familiarise yourself with the range of products offered by the company, especially those related to retirement solutions. Being able to discuss these confidently will show your understanding of the role and its requirements.
✨Demonstrate Relationship-Building Skills
Prepare examples of how you've successfully built and maintained relationships in previous roles. This is crucial for a Telephone Account Manager, so be ready to discuss your approach to engaging with financial advisers.
✨Understand the Market
Research the current trends in the financial services market, particularly around pensions and investments. Showing that you are aware of industry standards and regulations will demonstrate your commitment and knowledge.
✨Prepare for Scenario Questions
Anticipate questions that may ask how you would handle specific situations, such as meeting targets or addressing client needs. Practising your responses will help you articulate your thought process clearly during the interview.
