7 months ago
Wealth Telephone Account Manager
AVIN - London - St Helens - 10th Floor
We have fantastic opportunities for Telephony Account Managers within the Wealth Telephony Team. This is a sales role, with close customer/distributor and internal relationships.
If Aviva is to meet its objective of becoming a leading player in the Savings & Investment market and leverage the creation of a new specialist S&I distribution model, this role is critical for the delivery of an increase in high quality new business through account ownership and management of identified accounts. A constant focus will be needed on identifying and developing new key intermediary relationships, and improving the relationship, quality and new business generated from existing accounts.
The role has two principle areas of focus; to drive New Business volume and to protect existing assets with Aviva
You’ll increase market share with key target accounts within the panel to achieve both, APE and market share targets, driving up retention and improving persistency of accumulation business with intermediary relationships in line with retention strategy. You will ensure Intermediaries understand appropriate target audiences for all product lines, ensuring consistent delivery of sales standards, culture and customer experience in line with Distribution’s risk appetite and regulatory standards.
You will fully understand Aviva’s Wealth ambition and articulate the message both internally and externally, as well as understanding the wider Individual Accumulation in order to identify both opportunities and threats. You’ll also understand the market landscape and regulatory changes, especially in the Platform market.
You’ll have a proven track record in a Sales environment within financial services, managing a panel of accounts, and will hold a Diploma in Financial Planning or be willing to study towards one.
Salary range from £22,000 - £25,000 depending on experience, with monthly bonus. OTE is £44,000
We currently have roles in South Wales (including part of Bristol), Bedfordshire, Buckinghamshire and Hertfordshire, West Scotland, East Scotland, Newcastle, Liverpool and North Wales/Cheshire.
Essential Knowledge & Skills:
• Strong and thorough knowledge of Aviva Individual S&I products
• Strong knowledge of the Investment Process, funds and Platform market
• Good knowledge of Wealth distribution landscape and our Distribution strategy and model
• Understand the IFA market and knowledge of the financial services industry
• Excellent influencing, selling and relationship Building skills
• Knowledge of the uses of technology to support sales activity
Bring to Aviva what makes you different and we’ll support you to do the best work of your life. We encourage applications from everyone who wants to help us achieve our purpose of helping our customers to Defy Uncertainty.
About UsWe help our 33 million customers to save for the future and manage the risks of everyday life. To give these customers the best possible products and service we know we must make Aviva the most attractive choice for talented, entrepreneurial people with diverse backgrounds and an evolving range of expertise and insight.
So, we’re passionate about helping our 29,500 people to do the best work of their lives, to enable them to make a positive difference to the lives of our customers.Retirement Income Telephony Consultant | Sheffield, More...
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