Client Relationship Manager

3 weeks ago


Exeter, Devon, United Kingdom Elite Recruitment Solutions Full time £30,000 - £33,000

Position: Client Relationship Manager, Full-time, Permanent - Hybrid - Life Insurance, Annual Company Bonus Scheme - £30,000 - £33,000 per annum

About the Role: Are you enthusiastic about fostering connections and meeting sales objectives? As a Client Relationship Manager, you will be instrumental in nurturing intermediary partnerships and propelling business expansion.

Your contributions will significantly impact our client's achievements within the financial services sector.



Key Responsibilities:

  • Sales Development: Attain sales goals by nurturing and enhancing intermediary partnerships.
  • Team Collaboration: Collaborate closely with Key Account Managers to pinpoint and capitalize on growth prospects.
  • Lead Management: Actively pursue leads generated from events and seminars.
  • Regulatory Compliance: Ensure all operations adhere to quality and regulatory standards.
  • Training Delivery: Facilitate engaging training sessions through webinars.
  • Internal Coordination: Maintain robust relationships with internal teams to provide outstanding service.
  • Data Oversight: Ensure Management Information (MI) is precise and current.
  • Client Engagement: Conduct sales and service calls, providing prompt quotations for both new and existing clients.


What We Are Looking For:

  • Industry Acumen: Understanding of the financial services landscape.
  • Qualifications: Cert CII (Health and Protection) preferred, or a willingness to pursue.
  • Experience: Background in Independent Financial Advice (IFA) and Regulated Intermediary sectors.
  • Technical Proficiency: Competence in MS Word, Excel, and database management systems.


About You:

  • Influential: Capable of effectively persuading and influencing others.
  • Communicative: Excellent verbal and written communication skills.
  • Proactive: Ambitious, confident, and proactive in recognizing opportunities.
  • Organized: Exceptional organizational and prioritization abilities.
  • Team-Oriented: Strong relationship-building and collaborative skills.
  • Customer-Centric: Outstanding customer service capabilities.

To achieve a higher salary, candidates must demonstrate their ability to meet the key criteria of the role through prior experience and during the interview process.

If you are looking for a new opportunity as a Client Relationship Manager and meet the outlined criteria, we encourage you to consider this position.



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