Account Manager

Date Posted:26/07/2023

Office and Remote



Account Manager

Business Area
Sales & Marketing

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 Purpose of role: 

Account Managers are at the heart of what we do here at SELECT, their role is to help mortgage professionals to navigate their way through the conveyancing process, whilst making it a simple and efficient process. Account Managers are the first point of contact with mortgage professionals utilising SELECT services. Therefore, the successful candidate must have the ability to build and maintain relationships to ensure that they are maximising new business opportunities whilst increasing volume and in turn revenue from existing relationships. The customer is at the heart of what we do, supporting our brokers and ensuring Select remains a best in class service is first and foremost the task you must take responsibility for. 

The ideal candidate will have sales experience working in a target driven, fast paced environment with a proven track record of achieving targets month on month. The candidate will have the ability to analyse their own data and to consistently provide feedback to enable us to enhance the service that we provide and build on the technology used to provide this. Understanding of the conveyancing process is not a necessity when applying for this role. 

This role will provide the opportunity to grow and develop on the skills the successful candidate already has. As the candidate develops in the role they will be required to present and demonstrate SELECT both in person, at events and via Teams. 

Main tasks and responsibilities: 

  • Deliver the SELECT proposition and understanding the needs of prospects to register for our services. 
  • Utilise different methods of communication to identify and speak with key decision makers. 
  • Use effective communication to ensure SELECT users are kept up to date with enhanced products and services. 
  • Deliver an agreed number of registrations and conveyancing instructions through the relationships that you build. 
  • Provide regular feedback to the Sales Manager on how we can improve the service that we offer. 
  • Be expected to deliver on your monthly/yearly objectives and with the full support of the business exceed those objectives agreed between you and your manager. 
  • Perform other tasks on an ad hoc basis as required by management. 

Physical conditions: 

Normal weekly hours will be 37.5 per week, between 9.00am and 5.30pm, Monday to Friday with a one hour break for lunch. LMS operate a hybrid working model between head office and home working. Whilst in training you will attend the office 5 days a week, once training has been passed it is expected that the successful candidate will work in the office at least 2 days a week. 

Additional Information 

All roles in LMS have an element of basic IT knowledge, this means all employees must be able to set up be familiar with the functions of a laptop and MS Office suite, be able to set up a workstation i.e. – connect a monitor, keyboard, mouse to a laptop /docking station, be able to carry out some minor trouble shooting, i.e., check cable connections, Wi-Fi connection.


Knowledge / Qualifications


  • Educated to GCSE / O Level standard or equivalent
  • Using Microsoft Excel / Word/ Teams/ CRM


Knowledge of Financial Services or Conveyancing processes




  • Excellent telephone manner Analysing data
  • Sales techniques
  • Excellent communication skills (written & verbally)
  • Ability to organise and prioritise daily tasks
  • Self-motivated and proactive attitude


  • Analysing data




  • Sales
  • Dealing with B2B relationships
  • Working to targets


  • Legal/conveyancing background
  • Attending events/public speaking


Customer Driven: We put our customers at the heart of our business and we are committed to meeting the expectations and requirements of all customers both internal and external. We should always act with them in mind and understand the importance of consistently providing a high-quality service to our customers. Putting yourselves in your customers’ shoes can give you a whole new perspective. When you live up to their expectations, customers will start to trust and respect you, which are foundations of a strong, valuable relationship which benefits both you and the customer. 

Accountable: The success of LMS derives from our people taking ownership and delivering on promises made. It takes many people, working together and being accountable for their bit to achieve their full, combined potential. It is important you fulfil your role effectively, taking responsibility and being accountable for the outcomes while demonstrating a professional and positive, can-do attitude. Through the appraisal process, we expect you to take ownership of your own development too by seeking developmental feedback and acting on it to improve your personal effectiveness. 

Collaborative: We are all responsible for delivering high level services and results, so It’s vital we work together and support each other to achieve our common goals and achieve great results for our business. We need to work together effectively and build long-term relationships, working with individuals around you, rather than against them and identifying how you can play to one another’s strengths, or compensate for each other’s weaknesses. 

Empowered: We can all contribute to the performance of our team, department and the Company by utilising our strengths in different ways. LMS will support you in developing your skills and managing ourselves effectively to become confident individuals who recognise your potential and take the necessary steps to achieve this. By doing so, you contribute towards achieving successful results for you and the business. 

Prepared to Challenge and Change: Our business undergoes constant change and our people, at all levels, are a vital part in implementing change effectively. Being proactive by using your initiative in identifying improvements and new ways of working are key and being supportive of and adaptable to change is critical to our organisational success. 

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