Partnerships Account Manager
2 weeks ago
Package
£25-32k Basic plus bonus. Travel expenses will be covered when needed.
Hours of work
37.5 hours per week (hours of work will be flexible and dictated by the needs of the business, therefore it is expected that the successful applicant will work those hours necessary to successfully discharge the duties of the role).
The role
Overview
Office based telephony Partnerships Account Manager with occasional travel to accounts as and when required.
To grow and develop Age Partnership’s business-to-business referral proposition and stimulate additional referral volumes from across the network.
To promote the entire range of Age Partnerships services with a particular focus on equity release, pension income and LPA.
Key Outputs
Build and maintain strong, long lasting relationships with a view to increasing referral volumes through existing channels Operating as the lead point of contact for any matters specific to your Accounts Plan, develop and deliver a regional targeting and sales strategy, appropriately prioritising sales prospects to deliver the best results Overseeing partner account management, including supporting the Head of Partnerships negotiating contracts and agreements to maximise profit Review, track, and forecast key account metrics using Management information and data analysis Identify and engage new introducers and affiliate partners to generate additional referrals into the business To adopt a multi-channel approach to prospecting, utilising all available tools to increase the company’s reach Ensure that Age Partnership is providing the best referral service available in the fields of independent equity release advice and our range of pension income services Identify opportunities to improve Age Partnership’s systems and customer experience Work closely with various internal teams (including Customer Services, IT and Marketing) to identify new opportunities and ensure the effective delivery of B2B tools and communications Provide exhibition and event support Promote Age Partnership as the very best in its field at all times To help build Age Partnership’s brand within the financial services sector such that it becomes synonymous with excellence Other ad-hoc duties as required by the business from time to time
About us
Not your typical financial services firm…
Established in 2004, Age Partnership has held true to its pledge to improve the markets in which we operate for the benefit of customers. We do this by delivering world-class customer experiences, continually innovating and embracing digital technology to make dealing with the company both efficient and engaging.
At Age Partnership we accept nothing other than being the best at what we do, and this objective is reinforced by an environment in which colleagues are encouraged to engage, to learn and to flourish. Significant in-house training and development facilities and empowerment of colleagues are just a couple of components that have helped this culture to thrive.
We strive in becoming a household name that is synonymous with excellence. Added to this we want to work, collaborating with all our partners and suppliers to enable our customers benefit from the relationship. It sounds simple but it needs to be worked on to achieve.
Our Values:
Customer first
Be Respectful – Treat customers and colleagues at all levels with dignity and respect. Show awareness – Be aware of how your actions and behaviours affect customers, colleagues and the business. Go Above & Beyond – Always aim to exceed expectations, giving your very best to every customer and colleague.
Raise the bar
Embrace Change – Treat change as an opportunity to improve, welcoming new ideas and ways of working. Commit to Development – Take responsibility for your personal development and that of the business. Be Proud & Lead By Example – Take pride in yourself and your work, acting as a positive role model for others.
Do the right thing
Be Accountable – Take responsibility for your actions and learn from any mistakes. Keep Your Promises – Do what you say you’ll do, when you say you’ll do it. Be Courageous & Honest – Speak up for what you believe in and welcome the opportunity to give and receive constructive feedback.
Win together
Collaborate & Share – Be generous with your time and ideas, working with and for the wider team. Appreciate others – Recognise the contribution made by every colleague to the success of our business. Focus on Solutions – Show resilience and determination, focusing on the solution not the problem.
The person:
Overview:
This is a role for somebody who can change our business for the better. The right candidate will have an incredible level of get-up-and-go. They will possess exceptional initiative and drive. They will love people, love talking to them and love influencing them.
Skills & knowledge:
Essential
Excellent negotiation and relationship management skills Demonstrable ability to communicate, present and influence key stake holders at different levels A proven track record of delivering results, being able to spot opportunities and take advantage of them Ability to multitask several account responsibilities simultaneously Excellent verbal and written communication skills Highly numerate with a working knowledge of Microsoft Office Experience of working in a regulated financial services environment Excellent organisational and time-management skills
Qualifications:
General education
Degree-level education or equivalent and financial services qualifications are preferable; however, the candidate’s experience and qualifications will be judged as a whole.
Financial services qualifications
Additional Financial Services qualifications would be beneficial CeMAP, CeRER, FPC (Financial Planning Certificate)
This job description is not exhaustive and serves only as a broad outline of the duties required. This job description may be amended as necessary.
This job description is not exhaustive and serves only as a broad outline of the duties required. This job description may be amended as necessary.
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