Job Title: Account Manager

Salary: £35,000 to £45,000 plus bonus

Location: Poole

Hours:

Monday to Friday 37.5 hours - 8.30am to 5.00pm with one hour for lunch.

Hybrid working is available for all employees and can be tailored to suit the individual.

Description:

Working as an Account Manager in the Asset Finance department for a well-established financial services business with Platinum Investors in People accreditation, you would be part of a values driven, award-winning business passionate about creating a flexible and inclusive environment.

This company is renowned for employee retention and the benefits package that all employees receive is extensive. It includes generous holiday allowance, with a day off for your birthday, paid community volunteering, company-wide, profit-sharing bonus, pension plan with employer contributions of up to 10% of your annual salary, life assurance and personal accident cover.

Duties and responsibilities:

Develop and Manage Business Opportunities

Source new loan opportunities and maintain ongoing engagement with new and existing customers
Introduce new business while supporting existing and strategic accounts

Relationship Building

Build and maintain strong relationships with introductory sources, clients and internal/external stakeholders
Attend networking events to identify and secure new business opportunities

Deliver Outstanding Customer Service

Provide exceptional service to clients, prospective clients and all internal and external customers

Maximise Business Potential

Use best practices, effective planning and tenacity to maximise business opportunities and achieve goals

Achieve Performance Targets

Meet allocated targets for new deals, business volume and income by:
Building and maintaining a pipeline of new enquiries
Conducting sales meetings with prospective clients/introducers
Completing risk templates for facility sanction and managing follow-ups on outstanding enquiries or paperwork
Maintaining the CRM system and attending sales team meetings
Making the prescribed number of calls per day

Travel Requirements

The occasional overnight stay may be required with this role

Experience Required:

Proven experience working in a high volume, transactional sales environment
Previous experience within asset finance would be preferred
Proficient in telephone based sales, including cold calling and prospecting
Competence in preparing basic finance proposals for underwriting is an advantage
Strong IT skills, particularly in Microsoft Office applications such as Excel and Outlook
Capable of effective planning, organisation and time management
Highly organised, with the ability to work efficiently under time pressure when required
Self-motivated and able to work independently while contributing as part of a team
Strong presentation and interpersonal abilities
Excellent numeracy and literacy skills, with a customer-focused approach to service delivery

In return for your hard work, you will earn a starting salary of between £35,000 and £45,000 plus excellent benefits.

For more information, please call or email your CV.

Morgan Parkes Recruitment Ltd operates in the UK and can only process applications from candidates who are currently eligible to live and work in the UK. We operate a strict equal opportunities policy.

Personal data you supply will be used for contacting you via telephone or email about our service. Your data will be kept securely and retained in line with GDPR regulations. You have the right to withdraw your consent to the use of your personal data for the specified purpose at any time.