Telephone Account Manager, RS&AM

Birmingham, England, United Kingdom (Hybrid)

Job Type: Permanent

Location: This role can be based in either of our offices;
London, Edinburgh or Birmingham (minimal expectation to travel). We recognise the benefits of flexible working and will discuss what is important to you and balancing this with business requirements during the recruitment process. You can read more about Phoenix Flex here.

Salary and Benefits: from £45,700 (subject to experience) plus bonus, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more.

We have an incredible opportunity to join us here at Phoenix Group as a Telephone Account Manager to join our Retirement Solutions Distribution Team, as part of the Retirement Solutions & Asset Management (RS&AM) function.

We want to be the best place that any of our 6,600 colleagues have ever worked.

We’re Phoenix Group, we’re long‑term savings and retirement business. We offer a range of products across our market‑leading brands, Standard Life, Sun Life, Phoenix Life and ReAssure. Around 1 in 5 people in the UK has a pension with us. We’re an FTSE 100 organisation that is tackling key issues such as transitioning our portfolio to net zero by 2050, and we’re not done yet.

Working alongside a field‑based Senior Investment Development Manager, you will work with a panel of Financial Adviser firms to identify and secure profitable opportunities for the Standard Life Group.

The objective of the role is to increase business levels across all aspects of the investment proposition primarily through virtual meetings with financial advisers across a specified region.

These opportunities include both Standard Life's wholesale proposition and our Individual Retirement Solutions proposition.

• Experience with in a similar telephony business development role with a demonstratable and successful track record ideally in Financial Services, with good technical knowledge of financial services market and solutions.
• Experience in engaging, maintaining and developing Financial Adviser relationships through telephone and virtual contact.
• Experience of working with and achieving targeted business activity; including meeting targets, identifying business needs, explaining our value proposition and following up within agreed timescales.
• Ability to create and deliver business plans for aligned area including defining strategic objectives to exceed national and business centre targets across all Pension and Investment products, identifying and realising regional opportunities for growth.
• Experience in analysing business plans, using panel and sales MI, and drive activity and future direction, to inform and evolve business plans for short, medium and longer term.
• High level knowledge of industry standards, regulations, and best practices and able to articulate and present these.

We want to hire the whole version of you.

We are committed to ensuring that everyone feels accepted and welcome applicants from all backgrounds. If your experience looks different from what we’ve advertised and you believe that you can bring value to the role, we’d love to hear from you.

Find out more about #Life At Phoenix

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• Job Identification 19763
• Job Category Corporate Development
• Posting Date 02/25/2026, 01:02 PM
• Locations 10 Brindleyplace, Birmingham, B1 2JB
  , GB 30 Lothian Rd, Edinburgh, EH1 2DH
  , GB 20 Old Bailey, London, EC4M 7AN
  , GB Windsor House, Telford, Shropshire, TF3 4NB
  , GB (Hybrid)