Telephone Account Manager

Job Description

What the Hiring Manager SaysThis is a great opportunity to join a growing, highly motivated distribution team supporting the National Account Manager and wider Quilter Cheviot Distribution Team. This is an exciting position for a candidate with a strong entrepreneurial spirit and sales acumen, who has an appetite to learn, perhaps with aspirations for career growth within the sales team. The Telephone Account Manager position will provide the successfulcandidate with an opportunity to develop a new role within the Quilter Cheviot sales team which will be critical to our successful engagement with national financial planning firms, networks and other strategic partners. There will be a requirement to gain level 4 industry qualifications if not already held. About the RoleLevel: Sales Support - Level 3 Department: Quilter Cheviot Distribution Location: Flexible - London, Birmingham, Leeds Contract type: Permanent Reporting to the National Account Manager, the role holder will be working with the QC Distribution Team, supporting them with many aspects of the sales process as well as developing a panel of advisers to develop and service remotely. Key Responsibilities to include but not limited to:

• To support the National Account Manager in building relationships with advisers from key National and Network Firms
• To collate data from various providers and internal sources to create and execute a contact strategy to build relationships from non-supporting financial advisers.
• To create and execute a contact strategy for both non supporting and supporting advisers to maximise opportunities that have been identified.
• To work with the Business Development Managers to maximise opportunities within the regions.
• To gain a thorough understanding of the companys products and services and the circumstances in which they may be appropriate for existing and potential clients and promote these to advisers.
• To collate information on the National & Network financial advisers from various sources available to Quilter Cheviot, and to support the distribution team in building and maintain panels
• To attend National distribution team meetings and provide a summary of any action points.

• To research market and competitor information which would be useful to the distribution team on given topics.
• To own and edit content on the Distribution Intranet (Sharepoint) and Training (Degreed) web pages on National & Network firms.
• Work towards the proactive management of an approved adviser list
• To gain an industry Level 4 Diploma

About YouThis role is for a self-motivated candidate who is either already successful in a similar role or someone that wants to move into a sales position, having previously gained some industry experience in a business with a comparable proposition. For the rightperson the role provides the opportunity for career progression by developing to become a Business Development Manager, servicing the financial adviser market, if this is of interest. The role-holder will be required to manage their own workload and work closely with all members of the distribution team and colleagues across the regions when appropriate. It is expected that the successful candidate will already have or be enthusiastic about developing, with Quilter Cheviots support, significant skills and expertise delivering remote sales presentations to financial advisers across the UK. Key Behavioural Skills: Distribution team focus:

• Reliable
• Adaptable
• Openness to learning
• Entrepreneurial thinking
• Independent working
• Background in Distribution/Sales/Marketing would be of benefit

Technical:

• Simple understanding financial services
• Willingness to extend knowledge to become Level 4 qualified if not already

Time Management:

• Effectively balances priorities to meet agreed deadlines for individual and teamwork. Demonstrates flexibility to adapt to changing business needs.

Teamwork:

• Strong team player communicating with the distribution team and wider Quilter colleagues on a regular basis
• Delivering on the requirements of the team to a high standard

Decision Making:

• Accepts responsibility, solves problems and makes appropriate decisions. When drawing conclusions, demonstrates resilient behaviour in the face of setbacks or pressure.

We are committed to creating an inclusive culture which embraces diversity. We promote equal opportunities and ensure that no applicant is subject to less favourable treatment on the grounds of gender, marital status, nationality, ethnicity, age, sexual orientation, responsibilities for dependants, physical or mental disability. We select candidates for interview based on their skills, qualifications, experience and potential. #LI-VS1 #QC Core Benefits Holiday: 26 days Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the companys performance and their contribution to it Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions Private Medical Insurance: Single cover as standard, cover can be increased at your own cost Life Assurance: 4x your salary, cover can be increased at your own cost Income Protection: 75% of salary payable after 26 weeks of absence In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.