Telephone Account Manager Job Description Template
Our company is looking for a Telephone Account Manager to join our team.
Responsibilities:
- Daily contact with regular accounts and building key customer relationships;
- Dealing with any account issues with the Sales Managers;
- Actively manage a portfolio of levy paying employers through the end to end customer journey;
- Report and analyse if accounts progress to sales manager;
- Giving constant market information to accounts;
- Have input into the strategy used in promote and sell through any product;
- To develop an existing customer base – achieving set weekly and monthly activity and revenue/ profit targets;
- Advise and consult with customers to define and achieve value add for them;
- Work with internal departments to ensure all areas of the account are being run effectively / projects within time line;
- Identify opportunities within your account base across portfolio.
Requirements:
- Proposition Knowledge;
- Memberships with the Institute of Financial Planning and/or Personal Finance Society;
- Diploma in Financial Planning (or working towards);
- Able to adapt to a fast paced developmental sales environment where priorities, issues and schedules are constantly changing;
- An understanding of FCA regulation and resulting impact;
- Industry knowledge e.g. competitor activity, regulation.