About the role
LVFS are seeking a confident and experienced Account Manager/Sales Specialist. You will be working on 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.
This role works alongside a Business Development Manager to acquire and maintain business for LV=. 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.
Working from home you will demonstrate motivation and prior sales experience in Savings and Retirement products (Pensions & Investments experience is essential).
About you
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.
Personal attributes to include: 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.
QCF Level 4 qualified or Certificate in Equity Release within 2 years of starting the role.
Understanding of the financial drivers and metrics, and how their individual, account and team goals relate to them.
Details
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.
Deliver to and exceed business objectives and KPIs including call volumes, quotations, applications and business retention.
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.
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.
Why work for us?
Here at LV= Life and Pensions we always love to hear from great people, so don't forget to follow us on Instagram, Twitter, LinkedIn and become a fan on Facebook. We're also proud to say we're an equal opportunity employer and value diversity and inclusivity at our company. We do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We're also open to conversations about flexible working as part of your application - if it's right for our customers, our business and for you then we'll do everything we can to make it happen.
Please note that we are unable to offer Skilled Worker Visa Sponsorship for this role. Therefore, you must ensure that you are eligible to work in the UK without our sponsorship in order for your application to be considered.
Rewards and Benefits
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.
A Sales Bonus based on personal performance.
Flexible benefits - Cycle to work scheme/Health Assessment/Personal Accident Insurance/Critical Illness/Private Medical Insurance/Dental Insurance.
A competitive pension for which LV= Life and Pensions will double match the amount you pay, up to 14%.
Group Life Assurance 4 x basic pay to your dependants - you'll have the option to increase to x 8 times cover.
Group Income Protection, if a member of the Pension scheme and reached 5 years' service.
Employee Assistance Programme (EAP) service for support through difficult times in your life.
Virtual GP service.
Shared parental leave.
You'll receive up to 20% discount on our life products for you and your immediate family.
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