Telephone Account Manager - Hybrid

Description:

The Telephone Account Manager handle the day-to-day support of the field Sales teams and Sales Director.

You will be dealing directly with our Sales team and our network of advisers to enable them to operate more efficiently, by aiding implementation of new initiatives throughout.

You will:

• Provide effective communication and handle day to day operational issues, following up on any corrective action plans.

• Develop business relationships with accounts and field sales structure.

• Onboard new advisers

• Be responsible for proactive follow up of any current or new initiatives.

• Maintain contact and agree actions with Regional Sales Directors.

• Understand central functions and develop relationship with all head office members of staff.

• Maintain contact with Regional Sales Directors to confirm any feedback and action plans.

• Have a full understanding of all key projects including delivery programme – providing feedback from proactive call out plans.

• Have marketing and brand awareness, assist in implementation of any marketing campaigns and provide feedback.

• Adhere to all company policies and procedures as set by the company and National Sales Director.

• Maintain generic knowledge of the financial services industry and knowledge that is deemed necessary.

• Have a key understanding of systems including and banking.

• Work closely with product providers and maintain key contacts to assist in any problem solving.

• Act in accordance with the requirements of the GDPR at all times.

• Deputise for other members of staff as required by the business

• Ensure knowledge and understanding in areas of compliance and regulation is maintained as required

Full training will be provided to ensure you can quickly get up to speed, but to be successful in this role you need to demonstrate:

• An engaging personality with the ability to build rapport quickly with customers and lenders.

• A professional approach with the ability to influence at all levels

• Exceptional communication skills, both written and verbal

• Excellent relationship building skills

• A confident telephone manner with good objection handling skills

• You’re self-motivated with a positive and "can-do" attitude

• The ability to work to challenging targets and deadlines and to maintain the quality of results whilst under pressure

• The ability to work effectively under your own initiative.

• Advanced Microsoft Excel skills