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Telephone Account Manager

Posted 6 March by Legal & General Ended

Achieve agreed targets and KPI’s across a range of products and propositions so that LGR achieves its divisional objectives and importantly increases its market share.

Build and maintain a portfolio of intermediaries who can add sustainable value to our business, whilst maintaining a clear focus on risk and compliance aspects to avoid exposing the business

Develop and maintain an in depth understanding of the panels intermediaries in terms of business needs, issues and areas of focus. Drive development of these firms through a telephone based contact strategy, demonstrating well developed fact finding skills, so that the business opportunities are maximised and sales target’s/KPI’s are achieved.

When required, proactively follow up LGR events including National and Network seminars/Conferences to ensure we fully maximise on our investment

Take ownership , and ensure satisfactory resolution , of sales-related enquiries ensuring accounts are furnished with the information needed to fulfil their enquiry.

Ensure daily completion of Customer Relationship Management tool (CRM) to provide valuable and ongoing feedback and insight into the intermediary market.

Demonstrate a full commitment to personal development through proactive attendance of training and workshops and keeping abreast of industry news through trade publications

From a TCF perspective, ensure dialog with panel on all of the L&G Retirement proposition to avoid product bias (Which will be monitored by Telesales Manager)

Skills Required

Some experience of telephone sales and ability to influence a decision during a telephone conversation.

Effective in selling and presenting on products and propositions

Understanding of telephone-based sales and relationship techniques

Some knowledge and understanding of the intermediary market

Required skills

  • Financial Services
  • Sales
  • Selling

Reference: 34615672

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