Customer Account Manager – Manchester
Job Title: Customer Account Manager
Job Type: Full-time
Salary: £26,522.50 basic + average OTE £37,500
Are you an enthusiastic individual who enjoys working in a fast paced, professional and dynamic environment? Do you want to build a career within a market leading financial company?
As we continue to grow our business we are expanding and investing in our sales team to develop new business from warm leads.
The role involves managing a client development pipeline, assessing client needs, identifying, communicating and providing a range of financial solutions to suit individual clients’ circumstances whilst adhering to business compliance regulations using best advice model.
- Receiving warm leads from clients in financial difficulties
- Dealing with assets and valuations
- Complete Insolvency Practice checklists
- Complete initial telephone call to assess case viability
- Adherence to call scripts
- Client documentation collected for verification
- Matching verbal figures from client to documentation provided by client
- Documents are logged and scanned onto the system
- Case is assessed against CRM Criteria
- Dealing with Vulnerable Clients
- Advising on financial solutions
- Effective questioning to Clients
- Focus on best practice (Industry regulations)
- Generating sales in accordance with the performance targets set individually and by department by the Company, whilst maintaining the required compliance
- Ensure client’s best interests are met at all times and integrity, compliance, and case quality is met and adhered to
- Ensuring all existing and potential client data obtained by way of day to day activities is recorded in the relevant Company systems and GDPR legislation is adhered to
- Ensuring all Company processes and policies are adhered to
- Any other duties as required
The successful candidate should:
- Have a professional, influential, high-energy and dynamic personality
be able and driven to sell with a proven track record
have excellent communication skills
have the ability and resilience to cope with rejection
be capable of working independently and as part of a team
have the capability to flourish in a competitive environment
be competent in managing and converting a large sales pipeline
have experience in working towards business KPI’s for both quality and quantity
What do we offer?
- Excellent bonus package
Career progression opportunities
If you meet the above criteria please forward your CV to email@example.com
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