Account Manager - Pensions/Protection

Meraki Talent's industry leading Financial Services client are looking for an Account Manager to join an expanding Pensions/Protection team

This is a key role as you will deliver agreed new business targets from a panel of intermediaries in a manner that satisfies all regulatory and compliance responsibilities.

Responsibilities of the Position:

• Deliver personal sales targets
• Develop intermediary relationships
• Identify and promote new sales opportunities by telephone
• Ensure a smooth, efficient and professional sales process for all customers
• Communicate requirements clearly and effectively with colleagues ensuring an excellent service is provided
• Create, maintain and deliver plan to develop a panel of intermediaries
• Prepare and deliver agreed monthly sales activity plan
• Maintain up to date knowledge of compliance and other regulatory issues
• To ensure quality of output to all customers is technically correct at all times and meets corporate standards
• To make a positive contribution to the team by working well with colleagues, effectively discuss challenges that arise and participate in departmental meetings.

Background of the Position:

• Knowledge of Pension and Protection business

• Ability to discuss and debate industry issues
• Influencing skills
• Customer skills
• Continuous improvement
• Knowledge of competitors proposals
• Intermediate Microsoft Office user

• Ability to use 3rd party "retirement options" software to facilitate the discharge process