View Jobs Description
About the Role
LVFS are seeking a confident and experienced Business Account Manager.Working on a panel of accounts for Financial Advice Intermediaries within a sales territory, alongside a Business Development Manager, you will gain and retain profitable business into the LV= Savings and Retirement department.
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 YouOur ideal candidate will...
- Possess a high level of LV= product knowledge and awareness of our overall retirement proposition, including services and technical support
- Demonstrate excellent communication skills, and competently be able to present information via phone and video conferencing
- Accurately apply technical knowledge to adviser/client scenarios
- Hold strong market and competitor knowledge
- Be a good listener, with empathy towards our customers
- Possess strong literacy and numeracy skills
- Be a competent user of computer software such as Excel, Word, Power Point, Outlook, and appropriate CRM systems
- Be self-motivated, organised, and able to prioritise workload
- Work independently and as part of a team
- Be QCF Level 4 qualified or hold a certificate in Equity Release within 2 years of starting the role
- Understand the financial drivers and metrics, and how your individual, account and team goals relate to them
- Have strong experience of working with life, pensions, savings and retirement products.
Your duties will include...
- Meeting and exceeding targets and deadlines
- Working alongside the Business Development Manager to achieve the territory or panel target, input into business planning, and review financial objectives
- Meeting and exceeding business objectives and KPIs, including call volumes, quotations, applications, and business retention
- Maintaining consistent and increased levels of support from existing supporting advisers and firms, by making calls, using Web Ex and other video conferencing functionality to present the LV= proposition
- Increasing the volume of supporting advisers at firm and panel level within your territory
- Maintaining and developing your 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
- Consistently adhering to LV= standards, policies, and procedures within your role, including but not limited to Compliance and Conduct Risk
- Maintaining accurate record keeping and reports for the business.
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, Linked In and Facebook. We’re proud to be 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.
Go on, bring your true self to LV=.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 BenefitsAt LV= Life and Pensions, you’ll go above and beyond to do the right thing for our customers. We’ll reward you with an attractive, competitive salary and benefits package in exchange for your hard work. This includes:
- 26 days' holiday, which increases to 28 days after 2 years of service
- The opportunity to buy or sell up to 5 days’ holiday
- A Sales Bonus based on personal performance
- Flexible benefits, including a cycle to work scheme, health assessment, Personal Accident Insurance, critical illness cover, Private Medical Insurance and Dental Insurance
- A competitive pension for which LV= Life and Pensions will double-match the amount you pay, up to 14%
- Group Life Assurance of 4 x basic pay to your dependents - you’ll have the option to increase to 8 x cover
- Group Income Protection, (if you're a member of the Pension scheme and reach 5 years of service)
- Employee Assistance Programme (EAP) service for support through difficult times in your life
- Virtual GP service
- Shared parental leave
- Up to 20% discount on our life products for you and your immediate family.
Pay: Up to £39,000.00 per year
Additional pay:
- Bonus scheme
- Yearly bonus
Benefits:
- Canteen
- Company events
- Company pension
- Cycle to work scheme
- Employee discount
- Free flu jabs
- Free parking
- Life insurance
- On-site parking
- Referral programme
- Sick pay
- Work from home
Schedule:
- Monday to Friday
Experience:
- Pensions & Savings: 1 year (required)
Work authorisation:
- United Kingdom (required)
Work Location: Hybrid remote in Bournemouth