Job Title: Telephone Account Manager
Location: Remote/Hybrid. Office based in Exeter
Salary: £24,000-£30,000 DOE + Company Bonus + Great Benefits
Job type: Full Time, Permanent
Come and join us at The Exeter
This could be a great opportunity to expand your pre-existing financial services knowledge and gain further experience in a versatile market. This role would suit someone with a strong sales background, with experience in managing a portfolio of clients.
We’re The Exeter; an award – winning, mutual insurer providing health insurance, income protection and life insurance. We focus on ‘You Matter More’, and that’s our commitment to everyone, whether that’s our members, advisers, the wider community, or our employees.
We have a long history of being there to help people in need, and for our employees that means being part of an organisation that focuses on the individual and provides the opportunity to demonstrate the power of ‘You Matter More’ every day. We are also committed to offering a great working experience for our employees and are recognised as one of the UK’s Great Places to work.
About the Role:
As a Telephone Account Manager, you will support and maintain purposeful relationships across all Intermediary disciplines. You will be responsible for meeting and exceeding Annual Premium Income (API) targets across all insurance propositions set in line with The Exeter’s objectives and targets, whilst reinforcing TCF principles and work in line with The Exeter brand values.
Responsibilities:
- To work in an effective partnership with the Key Account Managers to identify business growth opportunities by implementing communication contact strategies
- To proactively follow up leads generated from events and seminars
- Seek to improve sales quality (DQM) ensuring that all actions are up to date and that sales are aligned with The Exeter’s requirements and regulatory principles
- Deliver confident training via webinars
- Demonstrate commitment to personal development and professional advancement
- To maintain and support accounts by building up a client portfolio and establishing a rapport to secure more business from existing and develop new intermediaries
- To undertake proactive sales campaigns on specific products or product features
- To undertake sales and service calls to productive and non-productive accounts
- Deliver Management Information (MI) requirements to support the distribution team and key partners
Experience & Qualifications:
- Demonstratable knowledge of the financial services industry
- Proven history within a successful sales role
- Cert CII (Health and Protection) qualification (or able to work towards) desired
- Experience of working within the IFA sector and Regulated Intermediary sector
- IT Literate (proficient in the use of MS Word, Excel previous use of database systems an advantage)
- Must have the right to work in the UK
About you:
- Energetic, strong, self-confident, and self-disciplined
- Self-driven, dynamic individual with proven ability to achieve and exceed target
- Strong influencing and interpersonal skills with the ability to quickly build new relationships
- Positive and challenging mind set with a collaborative style
Benefits:
- Plan for the future with our generous pension scheme
- Enjoy life with a minimum 24 days’ holiday plus Bank & Public Holidays
- Take a break with an extra day off on your Birthday
- Make a difference with 2 days paid leave each year for volunteering
- Peace of mind for loved ones with free life cover (four times salary)
- Feel protected by free income protection cover
- Look after your health with free health insurance
- Annual Company Bonus Scheme
- Access to Perkbox, a global employee benefits and rewards platform.
Please click on the APPLY button to send your CV and Cover Letter for this role.
Candidates with the relevant experience or job titles of; Business Development Executive, Sales Executive, Sales Agent, Internal Sales Executive, Sales Consultant, Key Account Manager, Business Development Executive, BDM, BDE, Business Development Manager, Sales, Lead Generation, Business Development, Account Manager, Business Developer may also be considered for this role.
