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For Companies At a Glance
- Tasks: Manage relationships and promote financial services through calls and webinars.
- Company: Dynamic legal firm in Bradley Stoke with a supportive team culture.
- Benefits: Competitive salary, pension, and discounts on family services.
- Why this job: Join a motivated team and make a real impact in financial services.
- Qualifications: Experience in financial services and strong communication skills required.
- Other info: Hybrid role with excellent career growth opportunities.
The predicted salary is between 20700 - 28800 £ per year.
Overview
Account Manager (Financial Services)
Account Manager (Financial Services). A Bradley Stoke legal firm is looking for a Financial Services Account Manager to join the team.
This role can be hybrid, but will require 3 days in office attendance each week, so you will need to live in a commutable distance.
The Account Manager (Financial Services) role will be principally telephone-based, with virtual and webinar presentation where appropriate, and principally delivered from the office in Bradley Stoke.
The Account Manager (Financial Services) is expected to build a good grasp of unregulated legal products such as Wills, Trusts, Lasting Power of Attorneys, and be proficient at explaining products and technology to support introducers and their clients.
Experience
Required
- Financial services related experience
- Confidence in speaking to introducers over the telephone and video
- A motivated, resilient and enthusiastic individual who wants to make a difference as part of a team
- A proven track record in sales and account management
- Effective communication and organisational skills
- Experience working in an office environment
- Knowledge and contacts within the IFA or mortgage advisor industry
Attributes
- Excellent verbal communication skills, and ability to engage with professional introducers via telephone and video
- Excellent attention to detail, both verbal and written, to ensure data accuracy
- Able to manage and liaise with multiple introducers at different stages on different tasks
- Ability to handle sensitive information with the utmost discretion
- Ability to work as a team and independently
- Ability to use Microsoft Word, Excel and other IT systems and quick to pick up new systems
Package
- Annual salary of 24- 32k, depending on experience
- Pension
- Working hours – 37.5 hours per week
- Complimentary Will and End-of-Life planning
- 30% discount for immediate family Wills and End-of-Life planning
Key areas of responsibility
- Relationship management, create, develop and manage key introducers to promote the company and drive client referrals
- Using telephone and webinar, you will promote the company proposition
- Communicate to our distributors with a clear understanding of the marketplace and industry developments
- Continually improve and update product and market place knowledge
- Maintain the sales database
- Generally support the rest of the sales team
- Extract opportunities from our dormant introducer database
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Account Manager (Financial Services) employer: Proactive Solutions Group Ltd
Contact Detail:
Proactive Solutions Group Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Manager (Financial Services)
✨Tip Number 1
Get to know the company inside out! Research their values, products, 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! Since this role is telephone-based, rehearse how you'll introduce yourself and explain your experience. Confidence is key, so make sure you sound enthusiastic and ready to engage with introducers.
✨Tip Number 3
Network like a pro! Use LinkedIn to connect with current employees or industry professionals. Ask them about their experiences and any tips they might have for succeeding in the role. Plus, it could lead to valuable referrals!
✨Tip Number 4
Don’t forget to follow up! After any interviews or networking chats, send a quick thank-you message. It shows your appreciation and keeps you fresh in their minds. And remember, apply through our website for the best chance!
We think you need these skills to ace Account Manager (Financial Services)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Account Manager role. Highlight your experience in financial services and any relevant sales achievements. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter should tell us why you're the perfect fit for this position. Share your passion for financial services and your ability to engage with introducers. Let your personality shine through!
Showcase Your Communication Skills: Since this role is telephone-based, it's crucial to demonstrate your communication skills in your application. Use clear and concise language, and make sure there are no typos or errors. We love attention to detail!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. We can’t wait to hear from you!
How to prepare for a job interview at Proactive Solutions Group Ltd
✨Know Your Products Inside Out
Make sure you have a solid understanding of unregulated legal products like Wills, Trusts, and Lasting Power of Attorneys. Being able to explain these clearly will show your expertise and help build trust with the interviewers.
✨Practice Your Communication Skills
Since this role is telephone-based, practice speaking confidently and clearly. You might want to do mock interviews or record yourself to refine your verbal communication skills, ensuring you can engage effectively with introducers.
✨Showcase Your Sales Experience
Prepare specific examples from your past roles that highlight your sales achievements and account management skills. This will demonstrate your ability to drive client referrals and manage relationships effectively.
✨Familiarise Yourself with the Industry
Research the IFA and mortgage advisor industry to understand current trends and challenges. This knowledge will not only impress your interviewers but also help you articulate how you can contribute to their team.
