Account Manager - Pension/Protection

 Location: Edinburgh
 Salary: £Excellent
 Job type: Permanent
 Closes: closed

Meraki Talent’s industry leading Financial Services client are looking for an Account Manager to join an expanding Pensions/Protection team

This is a key role as you will deliver agreed new business targets from a panel of intermediaries in a manner that satisfies all regulatory and compliance responsibilities.

Responsibilities of the Position:

  • Deliver personal sales targets
  • Develop intermediary relationships
  • Identify and promote new sales opportunities by telephone
  • Ensure a smooth, efficient and professional sales process for all customers
  • Communicate requirements clearly and effectively with colleagues ensuring an excellent service is provided
  • Create, maintain and deliver plan to develop a panel of intermediaries
  • Prepare and deliver agreed monthly sales activity plan
  • Maintain up to date knowledge of compliance and other regulatory issues
  • To ensure quality of output to all customers is technically correct at all times and meets corporate standards
  • To make a positive contribution to the team by working well with colleagues, effectively discuss challenges that arise and participate in departmental meetings.

Background of the Position:

  • Knowledge of Pension and Protection business
  • Ability to discuss and debate industry issues
  • Influencing skills
  • Customer skills
  • Continuous improvement
  • Knowledge of competitors proposals
  • Intermediate Microsoft Office user
  • Ability to use 3rd party "retirement options" software to facilitate the discharge process


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account manager intermediary pension protection sales

Meraki Talent values diversity in our own workforce and we actively support our clients to build diverse and inclusive workplaces. For all our roles, both internal and those on behalf of our clients, we welcome enquiries from everyone

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Business Manager - Financial Services

Andrew Beattie

Andrew joined the Meraki Talent team in 2017, and is a key member of the financial services division. Andrew is an experienced recruiter with over eight years' experience and an extensive knowledge of the financial services sector. Andrew is passionate about recruitment and finding exceptional talent for his clients.