Telephone Account Manager Investments
- Recruiter
- Finley George Recruitment Ltd
- Location
- Bristol
- Salary
- 45000.00 GBP Annual
- Posted
- 25 May 2017
- Closes
- 30 May 2017
- Sectors
- Banking & Financial Services
- Contract Type
- Permanent
- Hours
- Full Time
We have fantastic opportunities for Wealth 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 GBP22,000 - GBP25,000 depending on experience, with monthly bonus. OTE is GBP44,000+.
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.....
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 GBP22,000 - GBP25,000 depending on experience, with monthly bonus. OTE is GBP44,000+.
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.....