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Account Manager - Financial Services

Added on: 15 Jul 2021

Location: Homebase / Tunbridge Wells

Salary: Up to £35,000 ae + high OTE, uncapped commission

Job Outline:

Fantastic opportunity for an Account Manager to join an award winning, FCA regulated finance company.

Based from home and with the help of a telemarketer, you will be responsible for generating new business and managing accounts of business customers.  With a wide range of financial solutions to offer clients you will be responsible for servicing SMEs who are expanding their business or acquiring further assets such as technology. 

Main responsibilities:

  • Develop strong working relationships with customers, vendors and introducers, as well as colleagues to achieve success on all counts
  • Understand client requirements, engage with them, identify and explain suitable products to meet their requirements
  • Generate income against annual commission plan
  • Build a pipeline of opportunities through targeted prospecting and networking
  • Service and retain existing account base so as to maximise customer life, renewal and cross-selling opportunities
  • Achieve KPIs relating to customer care
  • Maintain customer records and keep track of activity on CRM database

About you:

  • You should have 2 years’ business to business sales / account management experience, preferably in the finance sector
  • You be commercially astute and able to understand SME requirements for finance and explain products clearly
  • Confident and competent at dealing with senior customer contacts, pricing, selling and deal structuring in a fair and transparent manner
  • Excellent customer service and focus on treating customers fairly
  • You should have excellent communication and interpersonal skills
  • You must also be organised, focused and computer literate (MS Office, CRM systems)
  • The position offers considerable earnings potential and will suit an ambitious and self-motivated person

Job Details:

  • Salary according to experience with high uncapped OTE
  • Full-time hours 37.5 hours per week from home with the ability to attend meetings, training or work days in Tunbridge Wells office
  • Company pension, 20 days holiday + bank holidays, social events and career progression


Apply Now