Business Account Manager

About The Role

We have an excellent opportunity for a Business Account Manager to join our existing team here at LV=.

As a leading UK life and pensions mutual insurer with a proud history dating back to 1843, we exist to help people live financially confident lives – protecting their income while they work and maximising it when they stop. Today, over one million members and customers trust us to look after their futures, families, and finances.

Joining us means becoming part of a team that puts our members, customers, and advisers at the heart of everything we do.

We’re committed to creating an inclusive culture where colleagues can thrive. We are proud to have built a workplace where our colleagues feel welcomed, respected, supported, and valued – reflected in our recognition as one of the Financial Times UK’s Best Employers in 2025 and 2026.

We celebrate individuality and believe our differences make us stronger, so bring your true self and help shape the future of LV=.

In this role, you’ll support a panel of financial advice intermediary accounts across your sales territory, helping to grow new business and retain profitable relationships for LV= Equity Release.

Working closely with a Business Development Manager, you’ll strengthen adviser relationships, support business growth and help keep LV= front of mind.

You’ll use your market knowledge and technical expertise to competently present the LV= Equity Release proposition, showing advisers how we can support them and deliver the right outcomes for their customers.

This is a permanent role, based at our Hitchin office. We're able to consider hybrid working, in line with business need, so we can consider applications from candidates further afield. Please note that office presence will be required, ideally full-time, for your first six months within the role.

• Achieve agreed business targets, including business volumes and the right mix of business from firms within your panel.
• Work closely with a Business Development Manager to help your panel perform successfully.
• Deliver against key business objectives and KPIs, including call volumes, quotations, applications and business retention.
• Build and maintain strong relationships with advisers and firms through regular calls and Teams meetings, presenting the LV= proposition clearly and confidently.
• Grow the number of advisers supporting LV= across your firms, panel and territory.
• Keep your knowledge up to date across the LV= Equity Release proposition, competitor offerings and our position in the market.
• Maintain and develop your technical skills to work effectively and efficiently.
• Follow LV= standards, policies and procedures, including requirements relating to compliance and conduct risk.
• Keep accurate records and reports in line with GDPR requirements.
• Work collaboratively with colleagues to support shared company goals and business objectives.

Our ideal candidate will have:

• Knowledge of LV= products and an understanding of our wider Equity Release proposition, including the support and services we offer.
• Strong communication skills, with the ability to present clearly over the phone and on Teams.
• The ability to apply technical knowledge to adviser and client scenarios and explain information in a clear, practical way.
• A good understanding of the wider market, competitor offerings and how LV= is positioned.
• Experience of working in financial services, or another regulated environment.
• Strong numeracy and literacy skills, with excellent attention to detail.
• The ability to use tools such as PowerPoint, Microsoft Office and CRM systems.
• A QCF Level 4 qualification or certificate in Equity Release, or a willingness to gain this within two years of starting the role.
• An…