About The Role

As a leading UK life and pensions mutual insurer with a proud history dating back to 1843, we exist to help people live financially confident lives – protecting their income while they work and maximising it when they stop. Today, over one million members and customers trust us to look after their futures, families and finances. Joining us means becoming part of a team that puts our members, customers and advisers at the heart of everything we do.

Key Responsibilities

• Develop, maintain and report on a panel of wealth management / IFA accounts.
• Initiate and develop business relationships, and agree an appropriate contact strategy with firms, to increase our distribution footprint.
• Visit wealth management / IFA accounts according to an agreed contact and engagement strategy, and as directed by the Divisional Sales Manager.
• Deliver agreed targets by business mix and volume within budget.
• Collabo...