Apply Treating Customers Fairly (TCF) Culture and Principles Within Area of Responsibility

Name: /
Grading Level and Job Title: / Intermediary Relationship Manager
Reports To: / Team Leader - Intermediary Relationship Management
Direct Reports: / None
Working Relationships: / Internal:
Other members of Business Development team
Customer Services team
Marketing & Communications team
Other B&CE staff
External:
Employee Benefit Consultants
Independent Financial Advisers
Accountants
Pensions Providers and their representatives
Customers – employers and their representatives
Other business partners s partners
Financial Dimensions: / Expenses management
Location: / Home based

Main Purpose:

·  Support the development of and execute a strategic approach to both intermediated (and on occasion) direct sales of B&CE’s pension and other products to achieve targeted objectives. These will be focussed on increasing investment funds under management, product sales, drive long-term business growth, promoting operational efficiency and securing client retention wrapped in ‘first class’ customer service.

Apply Treating Customers Fairly (TCF) culture and principles within area of responsibility.

Key Responsibilities:

·  Examine and understand the intermediary organisation’s structure, politics and key drivers

·  To create and implement an engagement plan for all key accounts, setting strategic approach and key objectives.

·  Meet with all key accounts at appropriate frequency to identify business opportunity and gather client intelligence to gain an increase in funds under management and long term growth

·  To establish working relationships with clients at all levels including Director to Director and CEO to CEO if appropriate

·  Actively look to improve the service provided and to identify operationally efficient new business streams promoting super user functionality

·  To have the flexibility to deal with any third party/ advisory relationships as new products come on-line

·  Responsible for completion and accuracy of internal CRM system in a timely fashion and the creation of monthly reports against agreed KPI’s

·  Liaise closely with operational team to ensure the transactional experience for key intermediaries is at the highest possible standard

·  Support intermediaries through the provision of information to update technical changes, disclosure, governance and legislative updates

·  Participate in any sales-related projects / tasks as necessary.

Job Holder Specification:

Formal Education: / ·  Educated to A Level standard or equivalent
·  QCF Level 3 (CFP,FPC or RPC) as a minimum
·  Progression towards Diploma in Financial Planning and AF3 (or equivalent) is desirable.
·  PMI AE Qualification (Desirable)
Experience: / ·  Field sales experience of B2B
Technical Experience: / ·  Extensive knowledge of employee benefits and pension products
·  Experience and understanding of sales processes
·  Competent in Word/Excel/PowerPoint/E-mail/Internet applications.
·  Presenting to clients at a senior management/board level.
·  Experience and understanding of sales processes
·  Competent in Word/Excel/Powerpoint
Essential:
/ ·  Financial services experience working with Employee Benefit Consultants, Independent Financial Advisers.
·  Ability to work effectively unsupervised
·  Ability to identify and convert new business opportunities.
·  Influencing and negotiating with multiple decision makers.
·  Ability to analyse reports and understand statistical information.
·  Strong planning and organisation skills.
·  Excellent communication, interpersonal and presentation skills at senior and strategic levels
Proven ability to: / ·  Work as part of a team
·  Deliver results against service levels and KPIs
·  Be flexible and adapt to pressure to meet targets and deadlines

Personal Qualities:

·  Strategic Thinker

·  Capable of understanding complex issues

·  Self-starter with high degree of initiative

·  Passion for excellence and for getting things right first time

·  Positive ‘can-do’ mentality, with an ability to find ways round obstacles and willingness to exploit all the available resources in order to accomplish objectives

·  Intelligent, articulate and persuasive and able to negotiate with key decision makers

·  Detailed understanding of the pensions/employee benefits industry and its key stakeholders

·  Numerate with good attention to detail

·  Confident and calm under pressure

Job Holder signature: ______

Line Manager signature: ______

Date:______

Intermediary Relationship Manager