Account Manager

hace 7 días

Arca, La Coruña, España LV= A tiempo completo

LVFS have an exciting new opportunity for an experienced FS Account Manager to join the LONDON & SOUTH EAST team.

You will be based in London/South East of the UK and spend 40% of your time in Face 2 Face meetings, the rest you will be working from home.


You will be developing new business opportunities and long lasting business relationships with a panel of financial adviser intermediaries, within a sales territory.

This role works with a more senior Business Development Manager to acquire and maintain business for LV=.

You will have the flexibility, where appropriate, to spend time in the field completing face to face appointments in high value accounts to build and maintain relationships.


This is achieved by being technically competent and highly knowledgeable in our chosen market segments, with the ability to present and position the LV= Savings and Retirement proposition to intermediaries whilst delivering the correct customer outcome at all times.


To fully understand the financial advice firm (accounts) requirement and to align LV = products, services and corporate strategy to maximise value for both internal and external customers.


About you:

  • Significant experience within Pensions and Investment products and sales experience
  • Good understanding of pensions & Investments regulations is essential
  • Experience working with a Platform Provider
  • Excellent communication skills
  • Strong Market knowledge
  • Good Excel, Word, PowerPoint, CRM systems
  • Relevant Qualifications, or willingness to work towards these
  • Self motivated, driven & organised

Details:

  • Deliver and meet targeted business volumes and business mix from firms within your territory or panel, through face to face meetings, calls and Zoom meetings.
  • Work with a Business Development Manager to achieve the territory or panel target, input into business planning and the review of financial objectives.
  • Maintain consistent and increased levels of support from existing supporting and develop nonsupporting advisers and firms.
  • Competently deliver face to face Smoothed Managed Fund sales presentations to intermediaries. Face to Face meetings should be at a team meeting and or smaller adviser business.
  • Ability to translate LV= proposition into a compelling presentation to drive business volumes.
  • Increase the number of supporting advisers at firm & panel level within the territory.
  • Maintain and develop knowledge of; The LV= Savings & Retirement proposition as a whole, competitor product offerings and our competitive positioning, technical and Sales skills to enhance personal effectiveness and efficiency.
  • Be fully competent in adhering to LV= standards, policies and procedures within your role; including but not limited to Compliance and Conduct Risk,
  • Maintain accurate record keeping and reporting into the business.
  • Work as a member of the Savings & Retirement Sales team to achieve the corporate goals & business objectives, placing the achievement of team and LV= goals above the achievement of personal goals.
  • Operate within agreed budget parameters, including expenses.

Why work for us?:

At LV= Life & Pensions you'll find we thrive on the benefit of everyone's differences. Whoever you are, whatever you are and in whatever way you identify, you're welcome here. We'll make reasonable adjustments to specific needs to make sure your individual requirements are accommodated as far as possible.

Being totally committed to equal opportunities opens up massive benefits, not just to our organisation and people but also to our members and our products.

We're proud of our people, we only recruit and promote on merit.

Go on, bring your true self to LV=.

Rewards and Benefits:

This role is a Band B in the LV= Structure. To find out more about our bands, click to view our FAQ page here.

We want you to love what you do that's why we've put together a benefits package that recognises and rewards a job well done.


At LV= Life and Pensions, you'll go above and beyond to do the right thing for our customers and we'll reward you with an attractive, competitive salary and benefits package in exchange for your hard work.


  • 26 days' holiday which increases after two years' service to 28 days
  • The opportunity to buy or sell up to five days' holiday
  • An annual bonus scheme based on company and personal performance
  • Cycle to work scheme
  • A competitive pension for which LV= Life and Pensions will double match the amount you pay, up to 14% (please click here to read more about it)
  • You'll receive up to 20% discount on our life products for you and your immediate family.
To find out more about our benefits and rewards, please click here.

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