Reporting to: Technical Sales Manager - Field Based
Maintain and develop relationships with a select panel of accounts via face-to-face, telephone and email communication.
Present appropriate solutions/education to intermediaries to increase the volume and quality of sales.
Develop an understanding of AIG Lifes product range and specialist propositions, and present them in a cohesive and professional manner - both verbally and written.
Work with other key departments within the company to ensure a high level of service is achieved.
Work closely with all members of the Intermediary Sales Team in identifying opportunities for the company to promote its product range to its target audience.
Achieve set business level targets through active management and planning.
Ensure accounts are kept fully informed of existing products/propositions and forthcoming developments.
Keep abreast of developments within the market and how this might affect our competitive position.
Attend and actively participate in team meetings and share best practice with colleagues.
Take responsibility for own personal development as a means of improving sales and reputation.
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Secure sales from panel accounts via face-to-face engagement, telephone, email and webinar tools.
Fact-find and develop ideas and support material for engaging with advisers, including ideas to help them sell more protection business.
Work towards agreed annual objectives and KPIs including activity targets.
Support sales and marketing initiatives including product launches, promotional campaigns and exhibitions/ industry events.
Undertake regular reviews with panel accounts to identify areas of risk and increase business quality.
Keep accounts fully informed regarding any issues or complaints they have raised.
Provide regular feedback to the Technical Sales Manager and contribute to ad-hoc project work.
Work closely with others in the Intermediary Sales Team to co-ordinate efforts and share ideas.
Work with the Customer Services and Underwriting teams to ensure the smooth handover of tasks required by panel accounts.
Understand AIG Lifes systems and tools to ensure competent promotion of our propositions.
Be able to engage advisers and articulate views via face-to-face meetings, workshops and presentations, over the telephone and via email.
Understand AIG Lifes protection products, propositions, systems and processes, and how we compare with competitors.
Closely manage and develop effective relationships with a panel of intermediary firms.
Empathise with advisers, understand their business, recognise the importance of using their time sparingly and respond promptly and punctually.
Be organised in researching panel business, planning key discussion issues, scheduling meetings, escalating and resolving issues.
Be a team player - share best practices, and work closely/collaboratively with other internal departments.
Experience in account management within a financial services environment.
Experience of face-to-face and/or telephone selling, with performance targets.
Experience of financial protection and/or wealth management sales.
A-Levels and GCSE passes in English and Maths or equivalent.
Completed or willingness to study towards an appropriate QCF Level 3 qualification in Financial Services.
An effective communicator, both verbally and written.
IT literate - including Outlook, Internet Explorer, Excel, Word and PowerPoint.
Organised and methodical.
Driven, results orientated with a positive outlook.
It has been and will continue to be the policy of American International Group, Inc., its subsidiaries and affiliates to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories.
At AIG, we believe that diversity and inclusion are critical to our future and our mission " creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.