Relationship Manager

Dorchester, Dorset
salary up to 25k plus ote 30/40k
15 Sep 2017
13 Oct 2017
Contract Type
Full Time

Relationship Manager

up to £25k basic dependent on experience with realistic OTE of £30-£40k per annum

Working Hours - Monday – Friday 09:00 – 17:30 (Full time)

Dorchester – free on -site parking

We are excited to be looking for a ‘Relationship Manager’ to add to our dynamic, driven and professional mortgage and insurance brokerage based in Dorchester. This is a unique opportunity for the right motivated and committed individual.

We’re looking for an applicant with current or previous sales experience preferably in the protection sector (life, critical illness and income protection) but this is not essential as training will be provided. You’ll be making calls and sending communications to our extensive portfolio of clients with the intention of trying to reinforce the Blueberry Brand. You will need to be self-motivated, organised and have the ability to manage yourself.

Responsibilities, but not limited to: -

·Regularly contacting clients by telephone following insurance sale

·Take ownership and pride in the after sales process

·Identifying clients’ needs and requirements

·Ability to manage financial losses/cancellations

·Accuracy in collecting client specific information to maximise the services we can offer our clients.

·You will enable the referral of clients for cross sale opportunities.

·Explaining the benefits of having their policies in trust and speaking to all parties to explain their role in the event of a claim

·Achieving set targets

·Adherence to compliance requirements

·To comply with any company policies and procedures

All applicants MUST have the following skills & experience: -

·Background in sales / call centre

·Financial services experience in a sales capacity is essential

·IT literate with good keyboard skills

·Organisational skills and able to prioritise tasks

·Motivated with a desire to exceed targets

·Professional with a great telephone manner

·Good work ethic with the desire to earn £40k plus


If you feel that your skills and experience match the role criteria then please send your cv by return,

Apply for Relationship Manager

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