Corporate Pensions Manager, Intermediary Sales

Alexander Lort
19 Mar 2017
18 Apr 2017
Contract Type
Full Time

To deliver the annual premium new business sales target from the panel of adviser firms targeted by the National Accounts channel

Purpose of role:

To deliver agreed new business target from a panel of adviser firms

Key Contribution Areas - Sales

  • Deliver personal sales target from a panel of adviser firms

  • Establish and maintain positive relationships with senior leaders and business influencers at the targeted firms

  • Deliver sales presentations to cover all business development opportunities

  • Present beauty parades to win new clients

  • Take responsibility for all corporate pension tenders issued

  • Work with adviser firms to ensure an excellent and professional service is provided

  • Support and follow-up central sales campaigns and national adviser events

  • Host front foot and site visits as appropriate

  • Plan and record all sales activity in line with agreed sales process standards

Teamwork / Collaboration - internal & external

  • Engage, align and work with appropriate colleagues and resources to maximise profitable new business production and to protect existing business

  • Communicate requirements clearly and effectively with colleagues to ensure customer needs are identified and satisfied

  • Provide regular feedback to line manager

  • To be proactive in making positive contributions to team meetings

Qualifications/ Knowledge/ Experience required

  • Excellent communication skills (verbal and written)

  • Proven ability to establish and maintain strong positive business relationships with senior personnel

  • Excellent presentation skills

  • Excellent technical knowledge of the pensions market and competitor propositions

  • Proven track record of success in corporate pensions intermediary sales

  • Professional qualifications - QCF Level 4 (plus AF3 or equivalent preferred)

  • Ability to work alone or as part of a team

  • Full driving license

Benefit package for corporate pensions manager is;

Base up to 56k OTE 100k + Car Allowance + Benefits

Panel based London