Protection Telephone Account Manager

SimplyBiz is looking for a motivated and experienced individual with knowledge of intermediated sales in the adviser market to join the business as a Telephone Account Manager. You could come from a background in sales or customer service, but most importantly, you will have a passion for supporting intermediaries and promoting the benefits of SimplyBiz, with a focus on protection insurance.

The ideal candidate will use a range of interpersonal styles and communication methods to gain acceptance of ideas and negotiate verbal agreements with a panel of accounts. You’ll be driven to make a positive difference for both SimplyBiz and its members.

Key Responsibilities:

• Account Management: Maintain and grow relationships with a portfolio of advisers, providing regular support and promoting SimplyBiz’s protection propositions.
• Sales & Promotion: Communicate the value and distinct benefits of SimplyBiz’s protection products to advisers, driving increased business and ensuring sales targets are met.
• Client Engagement: Utilise telephony, social media, online presentations, and email marketing to engage advisers and maximize sales opportunities.
• Influence: Use strong communication skills to negotiate agreements and deliver best outcomes with advisers.
• Strategic Contributions: Actively contribute to SimplyBiz’s protection sales targets and volume targets through strategic account management, representing a key segment of adviser customers.
• Data Analysis: Use data to analyse account performance, identify growth opportunities, and make informed business decisions.
  
  

What We're Looking For:

• Professional Development: A commitment to professional exams, with a minimum requirement of R01 & R05 (or equivalent qualifications).
• Communication Skills: Strong verbal and written communication, with excellent networking and collaboration skills.
• Sales Skills: Demonstrable experience in a sales environment, particularly within financial services and the protection market.
• Analytical Thinking: Adept at analysing and interpreting data to support decision-making and optimise business outcomes.
• Protection Expertise: Previous experience in financial services sales, particularly in the protection sector, is desirable.
  
  

Fintel plc and all the businesses within it adopt a zero-tolerance approach to discrimination on any of the protected grounds in the Equality Act 2010.

We are committed to providing equal opportunities to all current and prospective employees regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.

We aspire to have a diverse workforce because, in our view, diversity enables better business outcomes. We also believe that a more inclusive workplace, where people of different backgrounds work together, ensures better outcomes for all staff. From application to interview, we place inclusion at the heart of all we do.

For these reasons we strongly encourage suitably qualified applicants from a wide range of backgrounds.