At a Glance
- Tasks: Drive growth in the adviser market and build relationships with key clients.
- Company: Join Aegon, a leader in helping people live their best lives.
- Benefits: Competitive salary, generous pension contributions, 36 days leave, and private medical cover.
- Other info: Home-based role with travel across Scotland and Northern Ireland, plus a collaborative team environment.
- Why this job: Make a real impact in the financial services sector while shaping your career.
- Qualifications: Proven sales experience in financial services and strong relationship-building skills.
The predicted salary is between 50000 - 65000 £ per year.
Permanent Location: This is a home-based role with frequent travel across Scotland and Northern Ireland to meet with key partners and stakeholders.
Salary: A competitive salary depending on the experience you can bring.
People are living longer and we’re excited by the opportunities this brings to help people live their best lives. We’re here for everyone who wants to make the most of their time on the planet and leave it a little better than they found it – however grand or humble their ambitions.
We help people live their best lives. We help them with the big stuff, for the moments that matter: Pensions, Savings, Investments. At Aegon, we strive in creating a diverse organisation that plays a meaningful role in driving greater equity, inclusion and belonging.
The Role: As a Regional Sales Manager, you’ll be at the forefront of driving Aegon’s growth in the adviser market, owning and developing relationships with a portfolio of high-value IFA clients across your region. You’ll bring our platform and investment proposition to life, working in partnership with advisers to help shape their strategies and deliver better outcomes for their clients.
This is a strategic, commercially focused role where success comes from building credibility, spotting opportunities and influencing decision-making at a senior level. You’ll have the autonomy to lead your region, supported by two telephony Business Development Managers and both field and office-based Platform Consultants. You’ll take ownership of key accounts and drive performance, while playing a visible role in representing Aegon in the market.
If you thrive on building strong relationships, navigating complex conversations and making a tangible impact, this is an opportunity to truly shape both client success and regional growth.
Key Responsibilities include:
- Lead and deliver the regional business plan, ensuring alignment to Adviser Platform objectives
- Take overall accountability for pod performance, driving delivery against financial and activity targets
- Build, own and develop relationships with a panel of key T500 accounts
- Develop and execute an effective contact strategy to maximise growth and engagement
- Identify, lead and close new business opportunities across your region
- Represent Aegon at industry and partner events, delivering impactful presentations
- Maintain strong technical, market and regulatory knowledge to support advisers effectively
We’d love to hear from you if you have:
- A proven track record in financial services sales
- Excellent understanding of the platform and investment market, with a strong knowledge of pensions (workplace pensions experience is advantageous)
- Strong knowledge of the financial advisory landscape and key market drivers
- Experience building and managing senior stakeholder relationships
- Excellent presentation, influencing and communication skills
- Commercial awareness and the ability to support advisers in evolving their business models
What’s in it for you?
We’re serious about your future and our enhanced pension scheme is now in place. We ask you to contribute 3% of your salary to your pension and we’ll put in 9%. If you decide to contribute more, we’ll match it up to a combined total of 20% of your salary (that’s 7% from you and 13% from us).
A discretionary bonus, depending on personal and company performance.
36 days leave per year (including bank holidays, pro-rated for part-time).
We also offer private medical cover, life assurance, critical illness cover, enhanced parental leave and a variety of lifestyle benefits to help our employees live their best lives, including retail discount vouchers, cycle2work scheme, subsidised restaurant and online GP appointments.
As part of the role, you can play a key role in shaping the growth of a leading adviser platform business. You’ll join a high-performing, collaborative team where your impact will be visible, your expertise valued, and your career supported.
If you’re motivated by building relationships, driving growth and making a real difference in the adviser market, we’d love to hear from you.
The legal bits:
We’ll need you to confirm you have the right to work in the UK. If we offer you a job and you accept, there are some checks we need to complete before you can start with us. This will include a credit and criminal record check, as well as providing satisfactory references.
Equal Opportunity Employer: We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their age, disability, race, religion/belief, gender, sexual orientation or gender identity.
Regional Sales Manager – Scotland & Northern Ireland employer: Transamerica Corporation
Aegon is an exceptional employer that prioritises the well-being and growth of its employees, offering a competitive salary and a generous pension scheme with significant employer contributions. With a strong focus on diversity and inclusion, Aegon fosters a collaborative work culture where your contributions are valued, and you have the opportunity to make a meaningful impact in the financial services sector across Scotland and Northern Ireland. Employees enjoy extensive benefits, including 36 days of leave, private medical cover, and various lifestyle perks, all aimed at helping you live your best life while advancing your career.
StudySmarter Expert Advice🤫
We think this is how you could land Regional Sales Manager – Scotland & Northern Ireland
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals, attend events, and engage on social media. Building relationships can open doors to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for those interviews! Research the company, understand their values, and be ready to discuss how your experience aligns with their goals. Confidence is key, so practice your pitch until it feels natural.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can leave a lasting impression. It shows you’re genuinely interested and keeps you on their radar as they make their decision.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you stand out, and applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace Regional Sales Manager – Scotland & Northern Ireland
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Regional Sales Manager role. Highlight your experience in financial services sales and your understanding of the platform and investment market. We want to see how you can bring value to Aegon!
Showcase Your Relationship-Building Skills:In your application, emphasise your ability to build and manage senior stakeholder relationships. Share specific examples of how you've successfully navigated complex conversations and influenced decision-making in previous roles. This is key for us!
Be Clear and Concise:When writing your application, keep it clear and to the point. Use bullet points where possible to make it easy for us to read. We appreciate a well-structured application that gets straight to the heart of your qualifications and experiences.
Apply Through Our Website:We encourage you to apply directly through our careers site. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, you’ll find all the details you need about the position there!
How to prepare for a job interview at Transamerica Corporation
✨Know Your Market
Before the interview, dive deep into the financial services landscape, especially focusing on pensions and investment platforms. Understanding the key market drivers and current trends will help you speak confidently about how you can contribute to Aegon's growth.
✨Build Your Story
Prepare specific examples from your past experiences that showcase your ability to build relationships and drive sales. Highlight instances where you've successfully influenced senior stakeholders or closed significant deals, as these will resonate well with the interviewers.
✨Practice Your Presentation Skills
Since you'll be representing Aegon at industry events, practice delivering impactful presentations. Consider rehearsing a mock presentation on a relevant topic, as this will demonstrate your communication skills and ability to engage an audience.
✨Ask Insightful Questions
Prepare thoughtful questions that show your interest in Aegon's strategy and values. Inquire about their approach to building relationships with advisers or how they measure success in the role. This not only shows your enthusiasm but also helps you gauge if the company aligns with your career goals.
