Telephone Account Manager Wealth

Join to apply for the Telephone Account Manager Wealth role at Conception X Enr. Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation. Part of our parent company Great‑West Lifeco, Canada Life UK has operated in the United Kingdom since 1903, and we have hundreds of respected and supported employees committed to doing the right thing for our customers and colleagues. Canada Life UK is transforming to create a more customer‑focused business by providing expertise on financial and tax planning, offering home finance and annuities propositions, and providing collective fund solutions to third‑party customers. Job Purpose We are recruiting a Telephone Account Manager to support the transformation and future growth within the Wealth Management function, enabling us to be a market‑leading, retirement‑led platform provider offering a holistic approach to Retirement Income, Tax and Estate Planning in the UK Wealth Advisory market. This role focuses on building strong, productive, long‑term relationships with Professional Advisers through a telephone contact strategy, writing high‑quality business and managing allocated accounts to optimise business. Delivery of agreed sales targets and behavioural objectives, aiming to exceed Distribution's business plan. Key Accountabilities Manage a panel of accounts in conjunction with a Regional Account Manager, ensuring effective follow‑up of quotes, webinars, events, leads and campaigns driven through Salesforce. Deliver or exceed sales targets with a suitable spread across Canada Life's wealth product areas and achieve activity targets in terms of call numbers. Develop strong relationships with professional advisers within the accounts through a telephone contact strategy to maximise sales of Canada Life wealth products and increase CL's market share. Maintain a high level of technical and industry knowledge in Canada Life's Wealth product range, with regular product knowledge testing as part of the role. Achieve and maintain competency under the Distribution T&C Scheme. Develop an account‑planning approach that includes research, competitor analysis, generating quotes, deal options, sales ideas, business generation initiatives, products and services, demonstrated through telephone calls where quality will be measured. Desired Knowledge / Experience / Skills Previous experience in a telephone sales role within financial services, with a proven track record of delivering sales targets. Understanding of the UK taxation system and how life assurance bonds are taxed. Platform knowledge and experience of selling platform products. Ability to work as part of a team with joint responsibility for delivering sales targets alongside a Regional Account Manager. Experience using a CRM system such as Salesforce. Ability to form strong professional relationships with adviser firms, fact‑find and pitch Canada Life's wealth products. Strong presentation skills. Qualifications Desirable: CII Diploma in Financial Planning – Level 4 (or at least studying for it). Benefits of working at Canada Life We believe in recognising and rewarding our people, so we offer a competitive salary and benefits package that is regularly reviewed. As a Canada Life UK colleague, you'll receive a comprehensive reward package that includes a generous pension and bonus scheme, along with income protection, private medical insurance, and life assurance. You also benefit from a range of training, flexible working and opportunities to grow and develop. How We Work At Canada Life Our culture is unique and incredibly important to us. We care about doing the right thing for our people, customers and community and helping others to build better futures. Our blueprint behaviours shape and influence how we work, and are central to the relationships we have with others. Every day we are encouraged to be more curious, own the outcome, face challenges together and find a way forward. We want colleagues to have rewarding careers with us, so we invest in the development of our people, technology and workplaces. That's why we offer a range of training, flexible working and opportunities to grow and develop. Flexibility We appreciate that everyone has different work and life responsibilities. We are happy to discuss flexible working arrangements, including part‑time, for any of our roles should this be a requirement for you. Diversity and Inclusion Building an inclusive workplace with a diverse workforce where everyone can feel they belong and achieve their potential is a key commitment for us. We are proud of the progress we're making in DEI and continue to make it a significant focus. "At Canada Life we believe in the power of great people from different backgrounds, experiences and perspectives coming together to build better futures. Emerging talent is crucial to our growth and creating an environment that continues to inspire us all." – Nick Harding, Chief People Officer, Canada Life UK #J-18808-Ljbffr