Telephone Account Manager Savings and Investments

Finley George Recruitment
Bristol, Avon
08 Jun 2017
08 Jul 2017
Contract Type
Full Time

We have fantastic opportunities for Telephony Account Managers working with our client a leading Financial Services Provider based in Stoke Gifford. This is a sales role, with close customer/distributor and internal relationships.

You will be building relationships and increasing high quality new business through account ownership and management of identified accounts.

A constant focus will be needed on identifying and developing new key intermediary relationships, and improving the relationship, quality and new business generated from existing accounts.

The role has two principle areas of focus; to drive New Business volume and to protect existing relationships.

Salary range from £22,000 - £25,000 depending on experience, with monthly bonus. OTE is £44,000+.

You’ll have a proven track record in a Sales environment within financial services, managing a panel of accounts, and will hold a Diploma in Financial Planning.

Essential Knowledge & Skills:

  • Strong knowledge of the Investment Process, funds and Platform market
  • Good knowledge of Wealth distribution industry
  • Understand the IFA market and knowledge of the financial services industry

For more information call Rachel.....