Telephone Account Manager

• 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.

Responsibilities:

• 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.