Telephone Account Manager in Exeter

Are you ambitious, proactive, and passionate about building strong relationships?

Ready to take the next step and help shape the future of The Exeter? Then join us and help strengthen our presence in the intermediary market. You’ll work closely with Key Account Managers, deliver training via webinars, and identify opportunities to drive business growth.

Permanent full time 35 hrs week, Monday to Friday, 9.00am to 5.00pm daily, flexible working options will be considered.

What we’re looking for:

✔ Knowledge of financial services

✔ Experience in the IFA and regulated intermediary sector advantageous but not essential

✔ Strong account and relationship management skills

✔ Excellent communication and influencing skills

✔ Self-motivated, able to manage own time effectively

✔ Proactively utilise opportunities

✔ IT literate and highly organised

Why join us?

The Exeter, a modern mutual, proud of our friendly, inclusive culture. We value integrity, collaboration, and innovation. You’ll have opportunities for professional development and be part of a supportive, dynamic team.

✨ Benefits: free Health Insurance and Health Assessment, Pension Scheme, Life Assurance, 27 days holiday plus Bank holidays, EAP, Holiday trading, paid volunteering days, your Birthday Day off, professional development opportunities and more.