Account Manager

London, UK
Full-time

Company Description

About Octopus:

At Octopus we’re transforming the industries we operate in and improving the lives of millions of people. We’ve built market-leading positions in a number of specialist sectors, including smaller company financing, renewable energy, healthcare and property finance. We employ in excess of 750 people and manage more than £8.3 billion on behalf of more than 50,000 investors. Our products don’t just help real people solve real life problems, they also make a positive impact on the world around us.

The Octopus Group incorporates Octopus Energy, Octopus Real Estate, Octopus Moneycoach, Octopus Investments, Octopus Ventures and Octopus Labs. Our aim is to have an impact in everything we do, and to make a vital contribution to the UK economy by helping people, companies and institutions generate wealth. And we’re always on the look-out for smart, talented people who share our values.

Job Description

About the Role

About the role                                                                         

This role will be responsible for maintaining a fantastic working relationship with advisers across multiple regions. To do this, you will have an excellent knowledge of the products and services Octopus investments offer and a passion for building relationships with adviser.

This is a new role, so you will need to be open minded and flexible. As it will be varied based on the region you will need to be organised and self-motivated. 

You will work alongside experienced Business Development Manager(s) helping them build, track and execute their business plan. 

Essential Job Functions

  • Provide a personalised service to advisers in your region(s) who need urgent or bespoke information for their clients
  • Work with the Business Development Managers to identify new advisers and key players to target
  • Speak to financial advisers to provide information on existing clients they are due to see
  • Support the creation and delivery of model weeks and model months
  • Collaborate with the Business Development Managers and Sales Support to develop analytics dashboard and sales focused insights for the region
  • Organise events for the region(s) – including sending out invites, booking the venue, ensuring high attendance levels and managing responses
  • Prepare daily qualified call lists for BDMs
  • Liaise with the Strategic Partnerships and OI Marketing teams to mine and qualify potential opportunities
  • Use sales tools to create presentations for events the BDMs will run
  • Complete research on Financial advisers on behalf of region(s)
  • Provide specialist knowledge to advisors with relevant changes/ updates
  • Speak to financial advisers to provide information on existing clients they are due to see
  • Chase ISA transfers where applicable
  • Promote events to advisers by phone and email
  • Complete research on financial advisers on behalf of region(s)
  • Maintain data on the financial advisers in your region(s)
  • Ensure that notes on the CRM system meeting notes are of the highest quality and highlight all future opportunities

Qualifications

Job Specific Experience/Technical Skills/Abilities

  • Be highly self-motivated, driven and organised
  • Be passionate and eager to succeed
  • Have excellent communication skills
  • Have the ability to work to tight deadlines
  • Experience using Excel
  • Experience with CRMs, Microsoft Dynamics preferred
  • Be a great team player and put the Region(s)’ success first
  • Be comfortable delivering complex or difficult messages
  • Proactive, highly organised and self-motivated

Additional Information

Our Values and DNA

At Octopus we don't just focus on what we do but also how we do it. Everyone shares our values of being straightforward, helpful and bold. And while these are the principles that guide us as an organisation, our DNA goes even further, by revealing our inner strengths:

- We are loyal: we fully buy-in to the company's vision and believe in everything that Octopus stands for.

- We are respectful: we live and breathe the Octopus values of being helpful, straightforward and bold.

- We are resilient: we have an inner strength that means we never give in.

- We are intellectually curious: we seek to understand how the world works and we’re always learning, adapting and improving.

- We understand who our customers are and because we know them really well, we always give them our very best.

What we offer:

Octopus has built an exciting and inclusive high-performance culture where employees feel empowered. This means we welcome discussions around flexible working hours. We also understand the value of diversity, and we have a team dedicated to promoting gender, ethnic, socio-economic, LGBT and disability equality, to make sure we back up our words with actions. All Octopus employees are given the opportunity to develop new skills, aim higher and accelerate their careers.

Location