Work in partnership with our account managers (deploying defend and grow strategies) proactively identifying and following up on all our sales lead generation opportunities, helping to maximise sales aligned to our panels business plans (extensive use of MI)
Own a segment of accounts to develop and help grow, respond to sales enquiries and, with a growth mindset, generate sales opportunities
Quality Fact Finds conducted with Advisers, and opportunity spotting, to generate referrals for our Account Managers. This drives AM Activity, quotes, and new business flows.
Support our advisers with their product, proposition, and pre-sales enquiries.
Promote to maximise the use with our extensive range of tools and calculators
Help Advisers to navigate our systems (to drive digital adoption), to become self-sufficient and commercial.
Further, guide service enquiries to the right place and where right to do so, facilitate service issue resolutions when all else has failed, through the escalation process.

Influence with positive intent
Communication, influence and stakeholder manage with sales audiences
Shape, design and deliver to train/upskill new Consultants
Proactive support to new starts as they embed on panel
Self-starter, self-motivated, ability to prioritise own workload and flag pain points with solutions
Deputising for SSMs, ability to problem solve and manage challenges
Project / issue management. Facilitation with the problem statement, bring Adviser insight and sell the impact assessment (link back to influencing skills to positively drive change)
Commercial focus with business planning, making the right decisions growth priorities
Extensive knowledge with our wide range of propositions
Champion our Value Proposition
Relevant professional qualifications (R01 and R04 or equivalent) or working towards.

As a savings and Investments firm we are proud to offer a valuable pension scheme of 18%, with 13% made up of Employer Contributions and 5% Employee Contributions.
We also offer Share Save and our Share Incentive Plan, together with access to financial wellbeing and support services
to help give you real confidence to put your money to work.
Enjoy 38 days annual leave including bank holidays, with the opportunity to purchase up to 5 extra days and additional flexibility through our Time Off When You Need It policy – to balance your work and personal commitments.
Our market leading Inspiring Families policy includes comprehensive support and paid parental leave covering maternity, adoption, surrogacy, and paternity leave
as supporting families is a core aspect of our inclusive culture.
Health & Protection cover including Private Healthcare, Critical Illness cover and Life Assurance for you, with family options
for peace of mind.

Account Relationship Consultant

Key skills