Telephone Account Manager

Overview

Telephone Account Manager – £32,000 + bonus | Hybrid working - 2 days WFH | Exeter

Are you a natural relationship‑builder who thrives in a collaborative, people‑focused environment? Our client, a respected and award‑winning organisation within the financial services sector, is growing and this is an excellent opportunity to join a forward‑thinking business with a genuine commitment to employee development and customer excellence.

As Telephone Account Manager, you ll play a key role in supporting and growing intermediary relationships. You ll work closely with Key Account Managers to achieve a team target, act as a trusted point of contact, and confidently deliver training via webinars to support product understanding and maximise engagement. This is a newly created role as this team is growing.

• Managing and developing a portfolio of accounts
• Identifying opportunities to drive growth and following up warm leads
• Supporting events and maintaining regular communication across channels
• Delivering engaging online training sessions
• Building strong internal relationships to ensure a joined‑up customer experience
• Committing to ongoing learning and professional development

• Strong communication and relationship‑building skills
• Experience in an account management or customer‑focused role
• Knowledge of financial services or intermediary markets (advantageous)
• Confident presenter with the ability to organise and prioritise effectively
• IT proficiency, including MS Office and CRM/database systems

This organisation offers a supportive, inclusive working culture where well‑being, growth, and recognition genuinely matter. You ll enjoy a generous and well‑rounded benefits package, including:

• 27 days  holiday plus bank holidays
• Pension scheme
• Private health insurance and health assessments
• Life assurance
• Holiday trading options
• Employee Assistance Programme
• Paid volunteering days
• Your birthday off
• Continuous learning and development opportunities

If you re motivated, people‑centric, and excited by the opportunity to make a real impact, we d love to hear from you. Apply with your CV today