Telephone Account Managers L1 – Financial Services
Southport Area
Starting Salary £16,410 + Bonus + Benefits
Hours: 9am to 5.15pm Monday to Friday
- 25 days holiday
- Performance & company related bonus
- Matching 3% pension contribution scheme
- Death in service (4x basic salary)
- Employee Share Scheme
- Childcare vouchers
- Cycle scheme vouchers
- Gym discount
Purpose
To maintain and develop existing account relationships, as part of a defined panel of accounts, to an agreed sales plan.
Main tasks within the role:
- Make proactive outgoing sales calls on a daily basis with target accounts to strengthen relationships and promote the product proposition
- Develop an appropriate business plan to maximise sales with senior level influencers and sellers to maximise business results from panel of accounts
- Develop and maintain an understanding of internal & external customer needs in order to assist the Company in meeting its’ business objectives
- Understand and adhere to Company and Industry compliance standards
- Positively articulate company products, propositions and marketing messages for existing and any new developments.
- Undertake a number of administrative, customer and market facing tasks in support of a wider set of PSL business objectives such as activation calls and fact find calls, researching market, product development research and pricing details on an adhoc basis
- Handle all inbound group calls from the call centre
- Assist in Inertia (quotation software) training and actively target other sellers in a business to train.
Essential :
- Strong sales focus with a competitive drive to succeed combined with excellent telephone skills
- Self starter with high energy with the ability to work both individually and in a team environment to achieve an agreed business plan
- Ability to build professional and influential customer relationships and a strong team player internally
- Excellent negotiation skills to manage customer expectations and capitalise on sales opportunities
- Excellent interpersonal skills
- Excellent customer service skills
- Business development and planning experience
- Effective planning and prioritisation of work
- Target driven.
Desirable :
- Familiarity with Excel, Outlook and Word and a thorough understanding of the processes that underlie the business;
- Technical understanding of the general insurance range of
products;
- Good commercial awareness;
- Basic Excel skills
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