Regional Account Manager Wealth

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. 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 our customers with 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 looking for a Regional Account Manager to support with growth of the business within our Wealth Management function, as a market leading International Investment Bond and Tax and Estate Planning provider to the UK Wealth Advisory market.

This is a field-based role covering a geographical region that covers the West Midlands, Gloucestershire and Mid/South Wales. Job summary To build strong, productive, long-term relationships with a concentrated panel of professional adviser firms through a multi-level contact strategy including regular face-to-face, screen to screen, telephone and email contact. To write good quality business in the Canada life wealth division and manage allocated accounts to optimise business.

To demonstrate a clear understanding of the adviser firms' new business process and organisational structure. Delivery of agreed sales targets and behavioural objectives, and aim to exceed, in line with Distribution's business plan. Key Accountabilities Manage a defined number of adviser firms within a geographic area in conjunction with a Telephone Account Manager. Panel management includes daily/weekly face to face activity, virtual meetings, effective follow up of quotes, webinars, events, leads and campaigns which are all driven through Salesforce.

Deliver or exceed sales target with a suitable spread across Canada Life's wealth product areas as well as delivering activity targets in terms of meetings. Develop strong relationships with professional advisers within the allocated firms to maximise sales of Canada Life wealth Products and increase CL's market share. A clear contact strategy should be implemented and executed effectively to ensure that all advisers within the region are contacted and business is driven from a wide base of advisers within that region.

Develop and maintain a high level of technical and industry knowledge in Canada Life's International product range. Regular product knowledge testing is performed as part of the role. Achieve and maintain competency under the Distribution T&C Scheme. In line with agreed sales strategy, develop an approach to account planning including carrying out research, competitor analysis, generating quotes, deal options, sales ideas, business generation initiatives, products, services etc.

This should be demonstrated through meeting observations where the quality will be measured. Desired Knowledge / Experience / Skills Previous experience of working in a face to face sales role in financial services is desirable with a proven track record of delivering sales targets.

Experience of working with financial advisers and understanding how they operate would be preferable. An understanding of the UK taxation system and the International bond market is desirable. An understanding of Platforms and Discretionary Fund Managers is desirable. The ability to work as part of a team is essential as there will be joint responsibility of delivery of sales target alongside a Telephone Account Manager.

Previous experience of using a CRM system, such as Salesforce. The ability to form strong professional relationships with adviser firms, fact find and pitch Canada Life's wealth products. Strong presentation skills. Qualifications CII Diploma in Financial Planning - Level 4 (or a desire to progress towards).

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