Client Relationship Executive
3 weeks ago
Position: Client Relationship Executive, Full-time, Permanent - Hybrid - Life Insurance, Annual Company Bonus Scheme - £30,000 - £33,000 per annum
Are you enthusiastic about fostering connections and meeting sales objectives? As a Client Relationship Executive, you will be instrumental in managing intermediary accounts and propelling business expansion.
Your contributions will significantly impact our client's achievements in the financial services sector.
Sales Achievement:
Meet sales objectives by nurturing and enhancing intermediary accounts.
Team Collaboration:
Collaborate closely with Key Account Executives to pinpoint and capitalize on growth prospects.
Regulatory Adherence:
Ensure all operations comply with quality and regulatory benchmarks.
Educational Initiatives:
Facilitate engaging training sessions through webinars. Maintain robust connections with internal teams to provide outstanding service.
Information Management:
Ensure Management Information (MI) is precise and up-to-date.
Client Engagement:
Conduct sales and service communications, providing prompt quotations for both new and existing clientele.
Sector Expertise:
Possess familiarity with the financial services landscape.
Technical Proficiency:
Demonstrate competence in MS Word, Excel, and database management systems.
Collaborative Spirit:
Exhibit strong relationship-building and teamwork skills.
Customer-Centric Approach:
Deliver exceptional customer service experiences.
To secure a higher salary, candidates must showcase their ability to fulfill 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 Executive and meet the outlined criteria, we welcome your interest.
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