Telephony Account Manager (Holistic)

Royal London Group

Telephony Account Manager (Holistic)

Salary Not Specified

Royal London Group, Edinburgh

  • Full time
  • Permanent
  • Remote working

Posted 1 week ago, 3 Jul | Get your application in now before you miss out!

Closing date: Closing date not specified

job Ref: 12b8b56b05bf46d6801aa3f240d25999

Full Job Description

We are looking for a Holistic Account Manager to join our Pensions Account Management Unit at Royal London.

You will help us meet our new business goals for pension and later life planning products.

Our financial adviser clients benefit from our consultative sales approach, which helps them save time, increase profit, and achieve better outcomes for their clients.

We do this by building relationships and focusing on the medium to long term, aligned with our vision of supporting financial resilience, moving fairly to a sustainable world, and strengthening the mutual choice for customers.

About the role

  • You will create, maintain, and deliver a strategy plan to develop a panel of financial advisers and will deliver Pensions new business objectives from a broad range of firms on the panel.

  • You will deliver sales presentations to Intermediaries, promoting new and existing sales opportunities whilst developing and maintaining strong business relationships with your panel.

  • You will be responsible for identifying and promoting new sales opportunities through various channels whilst ensuring a smooth, efficient, and professional sales process for the adviser.

  • You will always comply with the Royal London sales Process and Compliance reporting requirements, ensuring competent status is maintained and all business risks are managed and mitigated effectively and reported through relevant channels.

    You will have attained or can demonstrate working towards Diploma Level 4 qualifications specific to CII or LIBF or equivalent.

  • You will have experience in intermediary Business to Business sales within financial services, preferably pensions products and propositions.

  • Ideally you will be competent and have an excellent understanding of technology used by advisers including research and analysis systems, platforms, Model portfolio services etc.

  • You will have the ability to discuss and debate industry issues, technical and legislative updates in a competent and influential manner to all levels of stakeholders including company directors.

  • To demonstrate knowledge of our and competitor propositions would also be advantageous.

  • Excellent Communication and influencing skills, and the ability to develop relationships internally and externally.

  • Problem solving & decision-making skills.

  • Demonstrable continuous improvement skills and experience.

    We're the UK's largest mutual life, pensions and investment company, offering protection, long-term savings and asset management products and services.


  • Our People Promise to our colleagues is that we will all work somewhere inclusive, responsible, enjoyable and fulfilling. This is underpinned by our Spirit of Royal London values; Empowered, Trustworthy, Collaborate, Achieve.

    We've always been proud to reward employees by offering great workplace benefits such as 28 days annual leave in addition to bank holidays, an up to 14% employer matching pension scheme and private medical insurance. You can see all our benefits here - Our Benefits

    Inclusion, diversity and belonging

    We're an Inclusive employer. We celebrate and value different backgrounds and cultures across Royal London. Our diverse people and perspectives give us a range of skills which are recognised and respected - whatever their background.