Account Manager

Insignis Cash is a fast-growing, FinTech company looking for a talented and enthusiastic individual to join our team. We are expanding, making this a perfect position if you would like to have a significant impact on our company’s growth and develop your role and career as the business evolves. You will join a team where your ideas will be welcomed and valued.We are growing the Account Management team, the person joining will have the responsibility for a portfolio of our Adviser partners. Our ideal candidate will demonstrate integrity, be detail-oriented whilst also being personable and confident in building working relationships.What will you be doing? Build and strengthen adviser partner relationships to achieve long-term partnerships and maximise the opportunity within your portfolio of accounts Supporting the successful onboarding of new clients Serve as the point of contact for customers in your portfolio Ensure the timely turnaround of communications, enquiries, illustrations, and applications Resolve any issues to maintain and strengthen adviser and client trust Work with sales and other internal teams to develop strategic marketing plans and ensure KPIs are being met Utilise our internal systems to report on and analyse trends in our sales data Develop a thorough understanding of our products and service offerings to identify the opportunity within your portfolio Maintain accurate client records We would love to hear from you if you have the following: Previous experience in an account management or sales role preferably in a similar industry e.g., Finance, FinTech, Platforms, Wealth Management or Financial Advice
Ability to multitask, excellent planning and organisational skills Strong written and verbal communication skills Excellent organizational skills and attention to detail Proven track record of meeting or exceeding quotas
Strong team player with excellent people skills Capacity to excel in a fast-paced environment
Competitive compensation 25 days holiday (exc. Bank holidays) Pension contributions Private medical insurance Employee health and wellness discounts Cycle to Work Scheme Monthly happy hours and team lunches Lunch and learn training sessions. Working PatternHybrid working pattern in London office, 3 days in the office, 2 days remote.
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