Institutional Telephone Account Manager Wealth

Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation.
Part of our parent company Great-West Lifeco, Canada Life UK has operated in the United Kingdom since 1903. We have hundreds of respected and supported employees committed to doing the right thing for our customers and colleagues.
Canada Life UK is transforming to create a more customer-focused business by providing our customers with expertise on financial and tax planning, offering home finance and annuities propositions, and providing collective fund solutions to third party customers.
Job Purpose
We now need a Telephone Account Manager to support the transformation and the future growth of the business within the Wealth Management function, so it can be a market-leading, retirement-led platform provider offering a holistic approach to Retirement Income, Tax and Estate Planning to the UK Wealth Advisory market.
Job summary
To build strong, productive, long-term relationships with a concentrated panel of Professional Advisers, through a telephone and where necessary in-person contact strategy. To write high quality business in the Canada life Wealth Division and manage allocated accounts to optimise business and market share.
Delivery of agreed sales targets and behavioural objectives, and aim to exceed, in line with Distribution's business plan. This role involves working with a small panel of large key adviser firms typically defined as institutions eg Private Banks, Accountancy firms and family offices and an understanding of their structure and business process is essential.
Key Accountabilities

• Manage a small panel of strategically important adviser firms throughout the UK in collaboration with an Institutional Relationship Manager. Panel management includes effective follow up of quotes, webinars, events, leads and campaigns which are all driven through Salesforce.
• Deliver or exceed sales target with a suitable spread across Canada Life's wealth product areas, as well as delivering activity targets in terms of telephone and in person call numbers
• Develop strong relationships with professional advisers in the allocated firms, through a telephone and where necessary in person contact strategy, to maximise sales of Canada Life Wealth Products and increase Canada Life's market share. A clear contact strategy should be implemented and executed effectively to ensure that all advisers within the firm are contacted, and business is driven from a wide base of advisers within that firm.
• Develop and maintain a high level of technical and industry knowledge in Canada Life's Wealth product range in particular offshore bonds and solutions for high-net-worth individuals. Regular product knowledge testing is performed as part of the role.
• Achieve and maintain competency under the Distribution T&C Scheme
• In line with agreed sales strategy, develop an approach to account planning, including carrying out research, competitor analysis, generating quotes, deal options, sales ideas, business generation initiatives, products, services etc. This should be demonstrated through telephone and where necessary in person calls where the quality will be measured.

Desired Knowledge / Experience / Skills

• Previous experience of working in a telephone sales role in financial services, with a proven track record of delivering sales targets
• Knowledge of the pension landscape is preferable.
• An understanding of the UK taxation system and how life assurance bonds are taxed is essential.
• A strong knowledge of the institutional adviser market is expected, covering competitor analysis, pricing and DFM solutions.
• Platform knowledge and experience of selling platform products is desirable.
• The ability to work as part of a team is essential as there will be joint responsibility of delivery of sales target alongside an Institutional Relationship Manager. Operating guidelines will be provided however the jobholder will be expected to demonstrate a collaborative approach to working in order to achieve the best results from the panel
• Previous experience of using a CRM system such as Salesforce
• The ability to form strong professional relationships with adviser firms, fact find and pitch Canada Life's wealth products.
• Strong presentation skills

Qualifications
CII Diploma in Financial Planning - Level 4 (or at least studying for)
Benefits of working at Canada Life
We believe in recognising and rewarding our people, so we offer a competitive salary and benefits package that's regularly reviewed. As a Canada Life UK colleague, you'll receive a competitive salary and comprehensive reward package including a generous pension and bonus scheme, along with, income protection, private medical insurance and life assurance. We have a fantastic number of other benefits and support services as well as regular personal and professional development.
How we work at Canada Life
Our culture is unique and incredibly important to us. We care about doing the right thing for our people, customers and community and helping others to build better futures. Our blueprint behaviours shape and influence how we work, and are central to the relationships we have with others. Every day we are encouraged to be more curious, own the outcome, face into things together and find a way forward.
We want colleagues to have rewarding careers with us so we invest in the development of our people, technology and workplaces. That's why we offer a range of training, flexible working and opportunities to grow and develop.
Diversity and inclusion
Building an inclusive workplace with a diverse workforce where everyone can feel they belong and achieve their potential regardless of gender, ethnicity or any other characteristic is a key commitment for us. We are proud of the progress we're making in DEI, and we continue for it to be a significant focus.
"At Canada Life we believe in the power of great people from different backgrounds, experiences and perspectives coming together to build better futures. Emerging talent is crucial to our growth and creating an environment that continues to inspire us all." Nick Harding, Chief People Officer, Canada Life UK
We appreciate that everyone has different work and life responsibilities. We're happy to discuss flexible working arrangements, including part time, for any of our roles should this be a requirement for.