Location: Yorkshire
Salary: £40k to £75k ote
Job Overview: Well established and respected PMI and protection provider is looking for a key account manager / BDM/ Broker Sales Consultant/ to cover a large part of the Eastern Part of the UK from Newcastle down as far as Cambridge/Norfolk.
You will be able to build rapport and develop good working relationships with IFA's and associated distributors.
Organised, hardworking,ethical and keen to enhance the brand by the way you conduct business.
Experience of working in a similar role, ideally with a protection or PMI focus, but certainly with a good track record if success when working with Intermediaries
Responsibilities will include but not be limited to those listed below.
To act as the company’s primary contact for identified Financial Advisors and be responsible for promoting the company’s image whilst achieving the sales targets
To identify and develop new sources of business from intermediary markets
To develop, maintain and grow existing business from Financial Advisors in conjunction with the sales plan
To work closely with the Head of Sales & Marketing, and the Intermediary Sales Support team to deliver company targets and strategy
Adhering to all legal, regulatory and budgetary requirements
To maintain, and develop key accounts by organising and holding regular structured business meetings
To manage risk within the company by educating Financial Advisors about the company and its products and underwriting procedures and by providing support through workshops and seminars
To undertake group presentations, seminars and workshops with clear, identifiable goals and outcomes
To organise and host business development seminars and product workshops to provide training and education to Financial Advisors on the company’s products and services, as well as any regulatory requirements involved in the sales process, to include TCF
To undertake proactive sales campaigns on specific products or product features in conjunction with the Head of Sales & Marketing
To undertake sales calls to targeted accounts
To provide regular feedback to the Head of Sales & Marketing on market intelligence and to actively contribute in the development of the sales proposition
To keep up-to-date on industry knowledge and developments including current issues, pressures and changes
Adherence to the relevant financial regulators principles and rules, including Treating Customers Fairly, and the company’s risk management policies
Promote core values and behaviours at all times
Take care of own health and safety and that of others in the workplace
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