SimplyBiz is looking for a motivated and experienced individual with knowledge of intermediated sales in the adviser market to join the business as a Telephone Account Manager. You could come from a background in sales or customer service, but most importantly, you will have a passion for supporting intermediaries and promoting the benefits of SimplyBiz, with a focus on protection insurance.
The ideal candidate will use a range of interpersonal styles and communication methods to gain acceptance of ideas and negotiate verbal agreements with a panel of accounts. You’ll be driven to make a positive difference for both SimplyBiz and its members.
Key Responsibilities:
* Account Management: Maintain and grow relationships with a portfolio of advisers, providing regular support and promoting SimplyBiz’s protection propositions.
* Sales & Promotion: Communicate the value and distinct benefits of SimplyBiz’s protection products to advisers, driving increased business and ensuring sales targets are met.
* Client Engagement: Utilise telephony, social media, online presentations, and email marketing to engage advisers and maximize sales opportunities.
* Influence: Use strong communication skills to negotiate agreements and deliver best outcomes with advisers.
* Strategic Contributions: Actively contribute to SimplyBiz’s protection sales targets and volume targets through strategic account management, representing a key segment of adviser customers.
* Data Analysis: Use data to analyse account performance, identify growth opportunities, and make informed business decisions.
What We're Looking For:
* Professional Development: A commitment to professional exams, with a minimum requirement of R01 & R05 (or equivalent qualifications).
* Communication Skills: Strong verbal and written communication, with excellent networking and collaboration skills.
* Sales Skills: Demonstrable experience in a sales environment, particularly within financial services and the protection market.
* Analytical Thinking: Adept at analysing and interpreting data to support decision-making and optimise business outcomes.
* Protection Expertise: Previous experience in financial services sales, particularly in the protection sector, is desirable.
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