We are the UK's leading provider of outsourced regulatory and business support to the retail financial service market.
As part of Fintel , we are committed to simplifying and improving the complex world of financial services and to creating a better outcome for everyone.
Job Overview: Are you looking for an exciting opportunity to join a growing company?
SimplyBiz is seeking a Telephone Account Manager (Protection) to support financial advisers by promoting our protection insurance services.
If you have a background in sales and customer service, and love building strong relationships, this role could be perfect for you!
You'll be responsible for managing accounts, promoting SimplyBiz services, and negotiating agreements—all while helping our business grow and succeed.
Key Responsibilities: Account Management : Build and maintain relationships with a panel of advisers, offering support and promoting SimplyBiz protection services.
Sales & Promotion : Highlight the benefits of our protection products to advisers, driving new business and hitting sales targets.
Client Engagement : Use phone calls, social media, online presentations, and email to connect with advisers and maximise sales opportunities.
Negotiation : Use your communication skills to negotiate agreements and achieve the best outcomes for SimplyBiz and its clients.
Strategic Contribution : Play an important role in meeting company protection sales targets and advising customers.
Data Analysis : Analyse account performance data to find growth opportunities and make informed decisions.
What We're Looking For: Communication Skills : Strong verbal and written communication skills, with an ability to build relationships and collaborate with others.
Sales Experience : Proven experience in sales, particularly in financial services or the protection market.
Analytical Thinking : Ability to use data to make informed business decisions.
Protection Knowledge : Experience in financial services, especially protection insurance, is an advantage.
Professional Development : Qualifications such as R01 & R05 are beneficial, but not required.
We'll support you in earning them.
What You'll Get for This Role: Bonuses : Percentage of annual salary based on individual and Company performance.
Pension : Access to the company pension scheme.
Time Off : 25 days of holiday, plus bank holidays, with the option to buy an additional 5 days.
Perks : Access to employee benefits Flexibility : Remote working options, with a focus on maintaining work-life balance.
Development : Opportunities for professional growth, including support for industry qualifications.
Community : Paid volunteering day to contribute to causes you care about.
Fintel plc and all the businesses within it adopt a zero-tolerance approach to discrimination on any of the protected grounds in the Equality Act 2010.
We are committed to providing equal opportunities to all current and prospective employees regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.
We aspire to have a diverse workforce because, in our view, diversity enables better business outcomes.
We also believe that a more inclusive workplace, where people of different backgrounds work together, ensures better outcomes for all staff.
From application to interview, we place inclusion at the heart of all we do.
For these reasons we strongly encourage suitably qualified applicants from a wide range of backgrounds.