Telephone Account Manager

Telephone Account Manager
£32,000 + bonus | Hybrid working – 2 days WFH | Exeter
Are you a natural relationship‑builder who thrives in a collaborative, people‑focused environment? Our client, a respected and award‑winning organisation within the financial services sector, is growing and this is an excellent opportunity to join a forward‑thinking business with a genuine commitment to employee development and customer excellence.

The Role
As Telephone Account Manager, you’ll play a key role in supporting and growing intermediary relationships. You’ll work closely with Key Account Managers to achieve a team target, act as a trusted point of contact, and confidently deliver training via webinars to support product understanding and maximise engagement. This is a newly created role as this team is growing.

Key responsibilities include:

• Managing and developing a portfolio of accounts

• Identifying opportunities to drive growth and following up warm leads

• Supporting events and maintaining regular communication across channels

• Delivering engaging online training sessions

• Building strong internal relationships to ensure a joined‑up customer experience

• Committing to ongoing learning and professional development

What You’ll Bring

• Strong communication and relationship‑building skills

• Experience in an account management or customer‑focused role

• Knowledge of financial services or intermediary markets (advantageous)

• Confident presenter with the ability to organise and prioritise effectively

• IT proficiency, including MS Office and CRM/database systems
What’s in It for You
This organisation offers a supportive, inclusive working culture where well‑being, growth, and recognition genuinely matter. You’ll enjoy a generous and well‑rounded benefits package, including:

• 27 days’ holiday plus bank holidays

• Pension scheme

• Private health insurance and health assessments

• Life assurance

• Holiday trading options

• Employee Assistance Programme

• Paid volunteering days

• Your birthday off

• Continuous learning and development opportunities
If you’re motivated, people‑centric, and excited by the opportunity to make a real impact, we’d love to hear from you. Apply with your CV today