Telephone Account Manager

Telephone Account Manager

March 2022
    • Engage with existing member firms and advisers across the network collaborating with RKAM's within the same region to:
      • Support, develop and work with members to support mortgage, protection, general insurance activities and the wider Sesame propositions.
      • Input and support targets for retaining member firms and advisers.
    • Recruit and retain firms with Sesame, whilst supporting and developing firms with their needs and objectives, to assist Sesame in meeting its business objectives.


  • Achieve set business targets through campaigns, development, and management of adviser panels.
  • Create, execute, and manage recruitment campaigns, whilst working collaboratively with the RKAM's to achieve net adviser growth and income year on year.
  • Utilise Dynamics 365 / CRM to record and monitor calls made and ensure high quality data input to demonstrate effort and success rate via MI reporting.
  • Demonstrate the highest professional standards in all dealings with prospective Members.
  • Develop meaningful business relationships through a robust contact and engagement strategy with new and existing Members.
  • Highlight the key sales differentiators to promote the Sesame proposition.
  • Build knowledge of Sesame Appointed Representatives within panel to understand the accounts business and size of the opportunity.
  • Work closely with others in the team and the wider Distribution Function to co-ordinate efforts and share ideas.
  • Undertake projects, organise events and take responsibility for functional requirements as and when required, to support the needs of the business or to achieve departmental objectives.
  • Where the need arises as approved by the HOABD, to attend field events
  • To assist the planning and delivery of Cluster events with the wider team.
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Full time
Up to £26k depending on experience
Sale (hybrid working)
Closing Date: April 30 2022

Essential Skills Required

Excellent telephone skills
Experience in Outbound call activity
Excellent communication & listening skills
Ability to influence and persuade
Ability to deal with difficult clients, customers and stakeholders thus managing conflict efficiently
Ability to work on own initiative as well as work as part of a team
An understanding of the marketplace

Critical Knowledge Required

Telephone based role experience
Experience in a sales-based or account management roles
Good standard of education to include English and Maths grade C or above GCSE Level or equivalent NVQ Customer Service
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