Account Manager - Protection

Bradley David Associates is looking for a motivated and commercially focused Account Manager to build and strengthen relationships with a portfolio of financial advisers and intermediary partners. You'll play a key role in positioning our protection products—including Life Insurance, Income Protection, and Critical Illness Cover—as the preferred choice in the market.

This is a relationship-driven role where you'll be responsible for growing business levels, increasing policy volumes, and maintaining strong retention across your adviser panel. Success will be rewarded through a competitive quarterly incentive scheme linked to both performance and behavioural objectives.

Working with a diverse range of adviser firms, from experienced protection specialists to strategic employee benefits partners, you'll identify new business opportunities, develop existing relationships, and help deliver long-term profitable growth.

• Monday to Friday 9am-5pm
• Home based but must have ability to travel to either London, Bristol or Watford when required
• Salary £45,000 - £55,000 + 45% Bonus OTE (quarterly)
• 30 days + bank holidays
• Market leading perks, benefits and pension

Key Responsibilities:

• Build, develop and maintain strong relationships with a dedicated panel of financial advisers and intermediary partners.
• Deliver support through face-to-face meetings, virtual appointments and telephone contact.
• Drive new business growth while maintaining profitability and retention targets.
• Conduct regular account reviews and strategic planning meetings with adviser firms.
• Identify and develop new partnership opportunities, including employer schemes and distributor agreements.
• Keep advisers informed of product developments, market updates and proposition enhancements.
• Deliver presentations, training sessions and tender submissions when required.
• Support advisers in making full use of protection technology solutions and digital tools.
• Gather and share market intelligence, including competitor activity, pricing trends and proposition developments.
• Collaborate closely with internal teams including Marketing, Proposition, Underwriting and Senior Management to deliver exceptional adviser support.

About You:

We're looking for someone who combines strong relationship-management skills with commercial awareness and a genuine passion for the protection market.

You'll ideally have:

• Previous experience within the Protection Insurance market.
• Experience in account management, business development or intermediary relationship management.
• Strong knowledge of Life, Critical Illness and Income Protection products.
• Excellent communication, presentation, negotiation and influencing skills.
• The ability to build credibility and trust with experienced financial advisers.
• A proactive and self-motivated approach, taking ownership of your objectives and performance.
• Strong stakeholder management skills and the ability to work effectively across multiple business functions.
• A commercial mindset with a clear understanding of business growth and profitability objectives.
• A commitment to continuous learning and staying up to date with market developments, legislation and competitor activity.

Qualifications:

• GR1 qualification achieved or currently working towards completion.
• A strong interest in developing technical and legislative expertise within the protection market.

Benefits:

• Additional leave
• Casual dress
• Company events
• Company pension
• Cycle to work scheme
• Employee discount
• Free parking
• Health & wellbeing programme
• Life insurance
• On-site gym
• On-site parking
• Private dental insurance
• Private medical insurance
• Work from home

If you are interested and have the relevant experience, please click apply to be contacted by a member of the team. You can also text your full name + 'AccountManager’ to 07470 312674