B2B Account Manager

Telephone B2B Account Manager / Financial Services Account Manager

A Bradley Stoke legal firm is looking for a Telephone B2B Account Manager / Financial Services Account Manager to join the team.

This role can be hybrid, but will require 3 days in the office each week, so you will need to live within a commutable distance.

The role is primarily telephone-based, with virtual and webinar presentations where appropriate, mainly from the Bradley Stoke office.

The successful candidate will develop a good understanding of unregulated legal products such as Wills, Trusts, Lasting Powers of Attorney, and be proficient in 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 via video calls
• A motivated, resilient, and enthusiastic individual eager to contribute as part of a team
• A proven track record in sales and account management
• Effective communication and organizational 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
• Strong attention to detail in verbal and written communication to ensure data accuracy
• Ability to manage multiple introducers at different stages of engagement
• Discretion in handling sensitive information
• Ability to work independently and as part of a team
• Proficiency in Microsoft Word, Excel, and quick adaptation to new IT systems

Package

• Annual salary of £24,000 – £32,000, depending on experience
• Pension scheme
• 37.5 hours per week
• Complimentary Will and End-of-Life planning
• 30% discount for immediate family on Wills and End-of-Life planning

Key Responsibilities

• Relationship management: develop and maintain key introducer relationships to promote the company and generate client referrals
• Use telephone and webinar platforms to promote the company\’s services
• Communicate industry developments and marketplace insights to distributors
• Continuously update product and marketplace knowledge
• Maintain and update the sales database
• Support the sales team as needed
• Identify opportunities within the dormant introducer database

Proactive People is an employment agency and business.

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