Telephone Account Manager

We’re Standard Life, a retirement specialist focused entirely on retirement savings and income. We champion the belief that everyone’s journey to and through retirement can be better, and for more than 200 years, we’ve been helping our customers plan and prepare for their financial futures.

 Life today is increasingly complicated, uncertain and unpredictable. People move through different careers, face unexpected moments and navigate important choices. We offer our colleagues flexibility, trust and benefits that work for whatever life brings. In return we expect curiosity, connection, accountability and high standards. We make room for what matters - so you can bring your best, every day.

We’re on the search for a high performing, ambitious Telephone Account Manager professional to join our growing business

The successful candidate will play a key role working with Financial Advisers in the wealth area to identify and secure profitable opportunities for the Standard Life Group, from a panel Financial Adviser ('Adviser') firms; these opportunities will include both Standard Life's retail intermediary investment proposition and our retirement and long term savings products. 

To be successful in this role, you will be a proven high achiever who is well versed in exceeding targets on a regular basis. The objective of the role is to increase business levels across all aspects of the investment proposition primarily through meeting (face to face and or virtually) financial advisers across a specified region.

• Responsible for engaging with and regularly meeting advisers in order to build, maintain and develop relationships, both over the Telephone and Virtual Media.

• Accountable for achieving targeted business activity.  This will include meeting targets, identifying business needs, outlining our value proposition, and follow up within agreed timescales.  Keeping client records up to date in line with this activity. 

• To support and contribute to the production of regional business plans to target and engage with a panel of advisory firms to exceed national and business centre targets across all Pension and Investment products.. 

• To be able to analyse business plans and using panel and sales MI to drive actions.

We are committed to ensuring that everyone feels accepted and welcome applicants from all backgrounds. If your experience looks different from what we’ve advertised and you believe that you can bring value to the role, we’d love to hear from you. 

 If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best. 

We’re reviewing applications as they come in, so apply early to avoid missing out.

• Guide for Candidates: standardlifeplc.pagetiger.com/guideforcandidates
• Find or get answers from our colleagues: www.standardlifeplc.com/careers/talk-to-us

#LI-MF1