Telephony Account Manager

You'll be responsible for owning a panel of accounts with varying client needs in the IFA market. You're tasked with engaging these accounts regularly to discover their individual needs and then offer solutions through Scottish Widows. You'll be phone based however the use of modern face to face meeting methods (WebEx/Teams) is encouraged to improve relationship building. By building positive relationships with these account you'll be able to support them in the use of Scottish Widows Pensions (personal/corporate), protection and annuity products. You will be working as part of a team (Regional Business unit) which has predetermined business and service standards which will form part of you job profile.

Having the ability to build relationships from scratch will be a key asset, if you like working to targets, enjoy the fast paced and ever changing world of the intermediary advise market than this could be the role for you.

Professional Financial Qualifications - Level 4 Diploma (desirable not essential) you will be support to complete this as part of the job role and maintain CPD.

Our ideal account manager, holistic advice will:

• Handle client and customer relationships by using client systems and protocols
• Personally, meet IFA needs related to standard products and services
• Work towards predetermined targets and customer service standards (e.g. productivity targets, turnaround times, etc.)
• Work independently to collate and analyse data using pre-determined tools, methods, and formats
• Closely monitor progress and reports variances to more senior colleagues while working within established finance systems
• Develop personal capabilities through growing own skills and using existing formal and informal training opportunities, whilst mentoring others as the need arises
• Investigates questions related to existing programmes, processes, and procedures

To deliver this role effectively, you'll need:

• To build and maintain excellent relationships with customers and colleagues
• Enjoy working to targets, in the fast paced and constantly evolving world of the intermediary advice market
• An ability to engage with others easily through excellent written and verbal communication skills
• Level 4 Diploma would be desirable however we'll support you to complete this as part of the job role

This role provides the opportunity to develop personally, work flexibly and collaboratively with a results-oriented team, to help us transform our colleague experience and bring to life the Group's vision of being the Best Bank for Customers & colleagues.

Our Benefits Package

• A performance related bonus
• Generous pension contribution
• 28 Days leave plus bank holidays
• A flexible cash pot (4% of base salary) to spend on benefits
• Private health cover
• Wider corporate benefits and perks

Our continued commitment to helping Britain prosper means that as a colleague you can make a difference to customers, businesses and communities.

Together we have a key role to play in shaping the bank of the future, whilst the scale and reach of our Group means you'll continue to have opportunities to learn, grow and develop.

We're focused on creating a values-led culture, and our approach to inclusion and diversity means that we all have the opportunity to make a real difference, together.

Together we make it possible!