Partnerships Account Manager

Office based telephony Partnerships Account Manager with occasional travel to accounts as and when required.

To grow and develop Age Partnerships business - to - business referral proposition and stimulate additional referral volumes from across the network.

To promote the entire range of Age Partnerships services with a particular focus on equity release, pension income and LPA.

Key Outputs

• Build and maintain strong, long lasting relationships with a view to increasing referral volumes through existing channels


• Operating as the lead point of contact for any matters specific to your Accounts


• Plan, develop and deliver a regional targeting and sales strategy, appropriately prioritising sales prospects to deliver the best results


• Overseeing partner account management, including supporting the Head of Partnerships negotiating contracts and agreements to maximise profit


• Review, track, and forecast key account metrics using Management information and data analysis


• Identify and engage new introducers and affiliate partners to generate additional referrals into the business


• To adopt a multi - channel approach to prospecting, utilising all available tools to increase the companys reach


• Ensure that Age Partnership is providing the best referral service available in the fields of independent equity release advice and our range of pension income services


• Identify opportunities to improve Age Partnerships systems and customer experience


• Work closely with various internal teams (including Customer Services, IT and Marketing) to identify new opportunities and ensure the effective delivery of B2B tools and communications


• Provide exhibition and event support


• Promote Age Partnership as the very best in its field at all times


• To help build Age Partnerships brand within the financial services sector such that it becomes synonymous with excellence


• Other ad - hoc duties as required by the business from time to time
  
  This is a role for somebody who can change our business for the better. The right candidate will have an incredible level of get - up - and - go. They will possess exceptional initiative and drive. They will love people, love talking to them and love influencing them., Excellent negotiation and relationship management skills


• Demonstrable ability to communicate, present and influence key stake holders at different levels


• A proven track record of delivering results, being able to spot opportunities and take advantage of them


• Ability to multitask several account responsibilities simultaneously


• Excellent verbal and written communication skills


• Highly numerate with a working knowledge of Microsoft Office


• Experience of working in a regulated financial services environment


• Excellent organisational and time - management skills, General education


Degree - level education or equivalent and financial services qualifications are preferable; however, the candidates experience and qualifications will be judged as a whole.

Financial services qualifications

Additional Financial Services qualifications would be beneficial CeMAP, CeRER, FPC (Financial Planning Certificate)

Not your typical financial services firm…

Established in 2004, Age Partnership has held true to its pledge to improve the markets in which we operate for the benefit of customers. We do this by delivering world - class customer experiences, continually innovating and embracing digital technology to make dealing with the company both efficient and engaging.

At Age Partnership we accept nothing other than being the best at what we do, and this objective is reinforced by an environment in which colleagues are encouraged to engage, to learn and to flourish. Significant in - house training and development facilities and empowerment of colleagues are just a couple of components that have helped this culture to thrive.

Package

£25 - 32k Basic plus bonus. Travel expenses will be covered when needed.

Hours of work

37.5 hours per week (hours of work will be flexible and dictated by the needs of the business, therefore it is expected that the successful applicant will work those hours necessary to successfully discharge the duties of the role).,
• Be Respectful Treat customers and colleagues at all levels with dignity and respect.


• Show awareness Be aware of how your actions and behaviours affect customers, colleagues and the business.


• Go Above & Beyond Always aim to exceed expectations, giving your very best to every customer and colleague.


Raise the bar


• Embrace Change Treat change as an opportunity to improve, welcoming new ideas and ways of working.


• Commit to Development Take responsibility for your personal development and that of the business.


• Be Proud & Lead By Example Take pride in yourself and your work, acting as a positive role model for others.


Do the right thing


• Be Accountable Take responsibility for your actions and learn from any mistakes.


• Keep Your Promises Do what you say youll do, when you say youll do it.


• Be Courageous & Honest Speak up for what you believe in and welcome the opportunity to give and receive constructive feedback.


Win together


• Collaborate & Share Be generous with your time and ideas, working with and for the wider team.


• Appreciate others Recognise the contribution made by every colleague to the success of our business.


• Focus on Solutions Show resilience and determination, focusing on the solution not the problem.