Business Development Specialist

hace 2 meses


La Coruña, La Coruña, España Lv= A tiempo completo

About the Role

LVFS is seeking a confident and experienced Account Manager/Sales Specialist to join our team. As a key member of our sales team, you will be responsible for working with a panel of accounts of Financial Advice Intermediaries, within a sales territory to bring new business income and retain profitable business into the LV= Savings and Retirement business.

Key Responsibilities

  • Deliver to and exceed targeted business volumes and business mix from firms within your territory or panel.
  • Work alongside 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 advisers and firms, using communication strategies such as telephone calls, WebEx and other video conferencing functionality to present to advisers the LV= proposition.
  • Increase the number of supporting advisers at firm & panel level within your territory.

Requirements
  • Good level of knowledge in LV= product knowledge and awareness of our overall retirement proposition, including services and technical support.
  • Excellent communication skills, including confidence in presenting to teams over the telephone and via video conferencing.
  • An ability to apply technical knowledge to adviser client scenarios.
  • Strong Market and competitor knowledge.
  • QCF Level 4 qualified or Certificate in Equity Release within 2 years of starting the role.

About You
  • Excellent communication skills; professional personal presentation; the ability to listen, and have empathy with customer needs, numeracy and literacy, including the ability to write fluently.
  • Excellent capability in the use of computer software such as Excel, Word, PowerPoint, Outlook, and appropriate CRM systems.
  • Self-motivation, planning and organisational skills & enthusiasm and reliability.
  • Ability to work independently and as part of a team.


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