Team – Health Key Accounts
Working Pattern – Bournemouth. Full time, 35 hours per week.
We are happy to discuss flexible working!
Top 3 skills needed for this role:
- Exceptionally organised and commercially sharp, able to prioritise fast-moving opportunities and keep a busy sales pipeline on track.
- A confident, influential communicator who builds trust quickly, handles objections with ease and engages partners at every level.
- Highly driven and results-focused, bringing energy, resilience and ambition to turn opportunity into conversion.
What this role is all about:
You’ll be the trusted virtual sales partner for Specialist Intermediary firms within our Key Accounts channel, playing a central role in growing our Micro SME new business pipeline and turning high-quality opportunities into successful outcomes. Using digital channels as your primary way of working, you’ll build strong, meaningful broker relationships through engaging virtual meetings, new business reviews, product training and insightful portfolio performance discussions. Working closely with our Business Development Managers and National Sales Manager, you’ll help strengthen strategic intermediary partnerships, spot new Micro SME opportunities through specialist firms and aggregators and use sales insight and data to drive conversion. You’ll keep everything clearly tracked in Salesforce to ensure strong pipeline visibility and momentum, and when it really counts, you’ll also get out with the field team on accompanied visits to support relationship growth and key opportunities.
Key Actions
- Ensure all activity complies with the FCA Consumer Duty, delivering good outcomes for customer and meeting local, role-specific regulatory requirements.
- Successfully complete and maintain a high standard across all required product accreditations.
- Act with integrity, professionalism, and due skill, care and diligence at all times.
- Ensure customer outcomes consistently align to the Consumer Duty principles, with communications across all channels that are clear, fair and not misleading.
- Complete mandatory internal training relating to the systems, processes, and regulatory requirements relevant to the role, including ongoing Consumer Duty updates.
- Proactively identify and elevate (via your line manager) any risks that may impact customer outcomes, the business, or third parties.
- Report system, process, or service issues promptly to support continuous improvement and positive customer outcomes.
What do you need to thrive?
- Excellent organisation and time management skills, with the ability to multitask and prioritise effectively.
- Strong interpersonal and communication skills, with confidence engaging and influencing people at all levels.
- A confident, credible and authoritative communicator, comfortable handling objections and persuasive conversations.
- Results-focused mindset, with high personal ambition, resilience and a strong drive to succeed.
- Self‑motivated and persistent, able to work on your own initiative as well as collaboratively within a team.
- Experience building and managing customer or broker relationships (desirable).
- A proven track record of achieving or exceeding sales targets.
- Previous experience working with brokers, IFAs or intermediaries (desirable).
- Familiarity with Salesforce or similar CRM systems (desirable).
- Strong presentation and training skills.
- CII IF7 accreditation (desirable).
Benefits
- Bonus Schemes – A bonus that regularly rewards you for your performance.
- A pension of up to 12% – We will match your contributions up to 6% of your salary.
- Our award-winning Vitality health insurance – With its own set of rewards and benefits.
- Life Assurance – Four times annual salary.
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