Regional Account Manager for Scotland & NI Protection and Healthcare

TQR Search and Selection
Edinburgh Technopole, UK
14 Aug 2019
04 Sep 2019
Contract Type
Full Time
An outstanding opportunity to join a well respected brand in an expanding market. Key to this role will be the ability to connect with intermediaries in a way that adds value and helps them develop new business. It is a vibrant company that aims to build on an already well established market position.

Purpose of the position:
  • To develop new and manage existing relationships across all Intermediary disciplines within a defined regional area for an excellent suite of protection products
  • To meet and exceed Annual Premium Income targets across all Insurance propositions set in line with objectives and targets, including sales quality
  • To develop and maintain purposeful relationships with Network representatives, Intermediaries and other business providers, being the brand representative for the company

Key Responsibilities:
  • To achieve agreed sales targets through identification and development of accounts across a range of products and propositions
  • Work closely with the Head of Sales and the Head of Strategic Partnerships to identify sales and marketing ideas and business growth opportunities through maintaining regular contact with accounts in the defined geographical area
  • Develop existing and build new relationships with accounts to become the preferred provider
  • Analyse performance of defined geographical area to identify trends, offering solutions and recommendations internally to drive improved business performance using all available tools, including (not exclusively) Touchstone, CRM, DQM, Trade Press
  • Agree and manage implementation of regional sales plans to achieve business targets and growth
  • Work in an effective partnership with telephone based colleagues
  • Manage a geographical territory to fully explore all sales opportunities, maximising relationship time by planning activity
  • Seek to improve sales quality ensuring that all actions are up to date and that sales are aligned with internal requirements and regulatory principles
  • Deliver confident, engaging and dynamic training, seminars and workshops to business partners to create and maintain engagement
  • Maintain a high level of product knowledge across all product lines, understanding current and future legislation that may affect relationships, along with key competitor contracts to enable objection handling
  • Maintain a high level of presentation skills and, in conjunction with Head of Sales, develop and deliver one to one, group presentations and training sessions to firms in the defined geographical area Plan and record meetings by ensuring agenda, minutes and action log are kept for all clients/firms within region
  • Demonstrate commitment to personal development, professional advancement and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks
  • Maintain a strong and visible link with all internal departments

Person Profile:
  • 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
  • Confident at delivering presentations to challenging individuals and larger audiences
  • Clear communication skills with an attention to detail
  • Strong organisational, planning and time keeping abilities
  • The capability to retain information across multi-product proposition and communicate this to the chosen audience clearly

Experience and Qualifications:
  • Experience of working with Intermediaries, IFAs and Wealth Managers
  • Knowledge of protection and healthcare products is essential
  • Proven track record of developing new and existing books of business
  • Strong background in relationship and territory management
  • Ideally hold a relevant industry qualification
  • Computer literate -
  • Full UK driving licence

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