Account Director
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This vacancy has been independently reviewed by the OppaJob Transatlantic Career Intelligence Desk to confirm authentic direct employer recruiting, verify compensation transparency, and eliminate applicant processing fees.
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Position Overview & Specifications
- Delivery against financial objectives of each of the adviser relationships
- Maximising opportunities to tender and win new clients in order to achieve and exceed targets by demonstrating a high degree of understanding and expertise in large client requirements
- Work closely with Workplace Solutions management team to secure and strengthen panel positions and maximise partnering opportunities
- Leading, managing, facilitating and winning provider selection exercises (to include team meetings, 1:1 meetings, research surveys, site visits, tenders and Beauty Parades)
- Developing a team approach to other Workplace key account opportunities, ensuring greatest chances of success for the WP business
- Developing and leading strong and profitable business relationships with key personnel within strategically important Workplace consultants, to positively influence Aegon UK Workplace credentials and position
- Shaping our approach to Workplace Solutions implementation and tender support and cross business engagement
- Leads Aegon ownership of relationships with senior personnel of leading EBC accounts and manage access to those relationships for AUK specialists and leadership team
- Drafts and implements Account Plans which focus on maximising new client opportunities and developing stronger, deeper business relationships with leading EBCs
- Clearly understands account’s current and future business strategy and how that strategy could impact on positioning of Aegon propositions and services
- Identifies current and future business opportunities, along with any potential threats to existing client retention
- Develop strong and effective relationships across the Aegon business to support your delivery to EBC accounts
- High quality presentation and pitch delivery skills, specific to the workplace market
- Strong relationship management and consultative selling skills in corporate sector
- Negotiation
- Organisational
- Communication
- A strong understanding of Aegon workplace solutions, processes, systems and services
- A strong understanding of Aegon workplace operating structure and key departments and personnel
- A solid understanding of the processes and procedures to take financial or marketing promotion to market
- Demonstrate capability and understanding of complex large client requirements and future needs
- Demonstrate knowledge/understanding of ‘world class’ presentation skills
- A strong understanding the workplace market, the role of the corporate, the trustee and the consultant
- Preferable (but not essential) consulting experience with a leading UK consultant, working with a diverse panel of clients on all aspects of retirement saving and employee benefits
- A very strong working knowledge of all aspects of DC, both trust and contract and in tune with client needs in today’s market
- Experience working as a team player in a dynamic and ‘growth focused’ team
- Non-contributary pension between 8-12% dependant on age
- Life assurance cover
- Private medical cover and health assessments
- Access to Peppy – a digital health app for employees of all genders with a range of support covering areas such as general health, menopause, fertility, baby etc
- Critical Illness cover
- A suite of enhanced parental leave policies to support you in the moments that matter
- Holiday trading
- Private GP appointments with Doctor at Hand
- Cycle2Work scheme
- 2 paid days per year for charitable volunteering
- Employee wellbeing is key to our culture. We offer a range of online classes to support this, including yoga and meditation
Candidate Selection & Onboarding Process
Application & Resume Screening
Submit your tailored CV/Resume directly to the talent acquisition portal.
Technical & Competency Interviews
Virtual interviews with the hiring manager and multidisciplinary team.
Formal Offer & Benefits Negotiation
Written agreement outlining compensation, equity, retirement vesting, and relocation allowances.
Onboarding & Corporate Integration
Equipment provisioning, team orientation, and commencement of duties.
United Kingdom Right to Work & Skilled Worker Visa Guide
Employment in the United Kingdom requires legal Right to Work verified under the Home Office Points-Based Immigration System:
Sponsoring employers must hold an active Home Office A-rated Sponsor License and assign a valid Certificate of Sponsorship (CoS). Role must meet the general minimum salary threshold (£38,700) or occupation going rate.
Continuous employment under Skilled Worker status establishes eligibility for Indefinite Leave to Remain (ILR) after 5 continuous years, leading to British Citizenship.
Candidate Preparation Blueprint: Insurance Carriers
Based on transatlantic hiring benchmarks for Account Director roles across Aegon's corporate sector, successful applicants typically excel across three core dimensions:
Demonstrated portfolio evidence, architecture/system design case studies, or validated professional certifications directly applicable to Insurance Carriers.
STAR method competency responses highlighting cross-functional leadership, conflict resolution, and delivering measurable enterprise ROI under tight timelines.
Total compensation expectation aligned within the benchmarked £32,100 - £49,565 bracket, including retirement vesting and health parity.
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