Account Manager

This 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 successful candidate 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., 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., 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 company's 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

This 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 right person 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 Cheviot's 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.

Quilter Incentive Scheme : All employees are eligible to participate in our incentive scheme, based on the company's 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.