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Customer Account Manager – Manchester

Job Title: Customer Account Manager

Job Type: Full-time

Based: Swinton

Salary: £26,522.50 basic + average OTE £37,500

Job Overview:

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.

Key Responsibilities:

  • 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
    Employee benefits
    Career progression opportunities

If you meet the above criteria please forward your CV to

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