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Telephone Account Manager - Reading

South East

South East
Customer Service and Call Centres, Sales
Working Pattern:
Full time
Date Posted:
Friday, 20th July 2012
Flexibility Offered:
Job Ref:
Prudential - Telephone+Account+Manager+-+Reading

Overall Job Purpose

The main purpose of the Telephone Account Manager role is to meet and exceed agreed sales targets from a defined panel of Intermediary customers by working closely with other members of the Regional Sales Unit (RSU). An RSU comprises a field based Regional Account Manager, an office based Telephone Account Manager and a Sales Support Executive who will work towards achieving a common sales target.
Telephone Account Managers coordinate their activities with the other two members of the RSU typically through proactive outgoing sales calls to strengthen relationships and promote the Pru's product proposition in the intermediary marketplace. They make a valuable contribution to the development of plans to maximise sales and will utilise cutting-edge CRM systems to create and maintain account plans, run campaigns and record account contact activity.
In addition, Telephone Account Managers have the opportunity to demonstrate their flair for sales by having their own small panel of development accounts for which they carry an individual sales target.
  • Contribute to the the delivery of the RSU sales target
  • Deliver agreed sales target from their own small panel of accounts
  • Achieve agreed activity targets
  • Achieve agreed product mix objectives
  • Manage the persistency levels of the existing business of accounts on both panels
  • Build relationships with business owners and Registered Individuals
  • Work proactively with the members of the RSU to exploit opportunities
  • Ensure sales and marketing activity is aligned to wider business objectives of Prudential
  • Ensure all appropriate internal product, technical, presentational and skills competency assessments required by Prudential are passed
  • Manage own development in conjunction with your manager
  • Demonstrate the ability to positively articulate company products, propositions and marketing messages
  • Strong aptitude for technology, including software applications, e-mail and CRM management
  • Treating Customers Fairly. Understands the FSA's TCF principles and how they apply to the role
  • Compliance - ensure that you understand and adhere to Prudential's Code of Conduct and comply with all relevant regulatory policies
  • Financial Controls - Operate within the expense budget
  • To demonstrate a positive risk, compliance and control culture through the identification, assessment, monitoring and management of risks and issues within the business area, alongside ensuring timely and appropriate resolution of control weaknesses, actions and failures that arise.
Job Dimensions - Financial
  • This role has both a team and a personal sales target
  • The Telephone Account Manager will have a varying degree of decision making authority based on experience in role
  • Work in conjunction with the Regional Account Manager to ensure expenditure is within budgetary constraints, and all resources are applied effectively to build sustainable profitable relationships for the Pru 
Job Dimensions - Non Financial
  • Office - based
  • The focus of the role is to create new and manage existing relationships with a panel of accounts defined by the current segmentation
  • This is accomplished via the telephone focusing on key proposition areas in line with company strategy
  • High levels of teamwork required with colleagues 
Key Interfaces - Internal
  • Other Internal Sales Executives / Support
  • Regional Account Managers -Regions
  • TAMs
  • Regional Directors / RSDs / Telephony Sales Director
  • Value Added and Marketing Support Services
  • TSM / SSTM 
Key Interfaces - External
  • Accounts / RIs
  • Industry contacts

Experience and Skills/Knowledge 
  • CFP qualified with the ability and desire to pass Diploma in Financial Planning
  • Proven telephony sales experience
  • Background in Pensions or Investments.
  • Strong sales focus
  • Detail orientated and well organised with ability to demonstrate excellent time management.
  • Self starter with high energy with the ability to work both individually and in a team environment to achieve an agreed business plan
  • Ability to prioritise workload
  • Demonstrate ability to build professional and influential customer relationships
  • Good negotiation skills to manage customer expectations and capitalise on sales opportunities
  • Strong perseverance and objection handling skills
  • Strong written and oral communicator
 Location - Reading


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