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Form of workAbout the role
LVFS have an exciting new opportunity for an experienced FS Account Manager to join the SOUTH WEST & South Wales team.
You will be developing new business opportunities and long lasting business relationships with a panel of financial adviser intermediaries, within a sales territory.
This role works with a more senior Business Development Manager to acquire and maintain business for LV=. You will have the flexibility, where appropriate, to spend time in appointments for high value accounts to build and maintain relationships. You will be based in the South West of the UK and spend approximately 40% of your time in Face 2 Face meetings, the rest you will be working from home.
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.
To fully understand the financial advice firm (accounts) requirement and to align LV = products, services and corporate strategy to maximise value for both internal and external customers.
You will need a valid Driving License and your own Vehicle
About you
- Deliver and meet targeted business volumes and business mix from firms within your territory or panel through calls and Zoom meetings.
- Work with a Business Development Manager to achieve the territory or panel target, input into business planning and the review of financial objectives.
- Maintain consistent and increased levels of support from existing supporting and develop non-supporting advisers and firms.
- Competently deliver face to face Smoothed Managed Fund sales presentations to intermediaries.
- Ability to translate LV= proposition into a compelling presentation to drive business volumes.
- Increase the number of supporting advisers at firm & panel level within the 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.
- Operate within agreed budget parameters, including expenses.
Key skills
- Significant experience within Pensions and Investment products and new business sales generation experience
- Good understanding of pensions & Investments regulations is essential
- Worked with IFA's
- Experience & understanding working with Platforms
- Excellent communication skills
- Strong Market knowledge
- Good Excel, Word, PowerPoint, CRM systems
- Relevant Qualifications, or willingness to work towards these
- Self motivated, driven & organised
Rewards & Benefits
This role is a Band B in the LV= Structure. To find out more about our bands. We want you to love what you do that’s why we’ve put together a benefits package that recognises and rewards a job well done.
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 competitive bonus scheme based on performance & car allowance
- 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
