Sales Account Manager

Part time
Locationreigate Calendar15/05/2018   Part time Competitive

We currently have an exciting opportunity for a part-time Sales Account Manager to work for an award winning company and Sales team in Reigate.


Are you driven, enthusiastic and looking for a new challenge within a sales environment? This would be perfect for anyone looking for flexibility and part-time hours in their next role!


We are looking for someone to work 21 hours a week. Preferably split between Monday, Tuesday and another day of your choice. We would however be open to discussion about how the hours could be structured throughout the week.


Reporting to: Business Development Team Manager

  • To effectively maintain and develop relationships with a group of accounts via telephone and email communication.
  • Listening to customers’ requirements and presenting appropriate solutions / knowledge to increase sale levels.
  • Develop understanding of the AIG Life product range and presenting these in a cohesive and professional manner both verbally and written format.
  • To work with other key departments within the company to ensure a set level of service is achieved.
  • To work closely with all members of the sales team in identifying opportunities for the company to promote its product range to its target audience.


Key Responsibilities

  • To achieve set business level targets through active management and planning.
  • To ensure clients are kept fully informed of both AIG Life proposition and forthcoming product developments.
  • To keep up to date on developments within the IFA protection marketplace and how this can affect our position.
  • To ensure that all appropriate client information and notes are inputted in a timely and coherent manner.
  • To attend and actively participate in team meetings and sharing best practice with colleagues.
  • To keep clients fully informed regarding any issues or complaints they have raised.



  • To secure sales from IFAs by engaging with them on the telephone, via email and through Webinar tools.
  • To develop ideas and support material for engaging with IFAs, including sales ideas to help them sell more protection business.
  • To highlight AIG Life’s key sales differentiators so as to promote the proposition
  • To work towards agreed annual and quarterly KPI’s including activity targets.
  • To fact find to understand the accounts business and size of the opportunity.
  • To provide market feedback to Business Development Team Manager on AIG Life proposition.
  • To take responsibility for personal own development as a means of improving sales.


Relationship Management:

  • To follow the contact model for the account management of the allocated IFA firms.
  • To record IFA information in a uniform and clear way so as to build IFA firm profiles.
  • To work closely with others in the team and the wider Sales division so as to co-ordinate efforts and share ideas.
  • To work with Customer Services and Underwriting to ensure the correct and smooth handover of tasks required by IFAs.



  • To understand strategic partner network firms proposition and their set up.
  • To understand the IFA protection market including the different IFA types, their distribution and business models.
  • To keep up-to-date with market developments including knowledge of key competitors’ propositions and activities.


Systems & Processes:

  • To understand AIG Life systems and processes so as to ensure competent promotion of whole proposition.
  • To utilise all available systems and tools to research IFA businesses.
  • To record all details obtained from the accounts on the Sales CRM system.


Principal Skills

  • To be able to engage IFAs and articulate views over the telephone and by email
  • To understand the AIG Life protection proposition, including products, systems and processes and how we compare with competitors
  • To empathise with the IFA, understanding their business, recognising the importance of using their time sparingly and responding promptly and punctually to issues raised
  • To closely manage and develop effective relationship with a number of IFAs
  • To be organised in researching IFA sales, planning key discussion issues, scheduling calls, documenting conversations, escalating and resolving issues.
  • To be a team player sharing best practices amongst the wider team, and working closely and collaboratively with customer services and others.


Technical Skills and Expertise

  • Experience in account management within a financial services environment
  • Experience of telephone selling, or selling life protection insurance with performance targets
  • Experience working in a team
  • 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
  • IT literate
  • An effective communicator, both verbally and written
  • Driven, results orientated with a positive outlook
  • Organised and methodical



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.