Paymentshield revamps intermediary sales team

Paymentshield has announced changes to its intermediary sales team to bring them closer to advisers.

Related topics:  Finance News
Rozi Jones
1st March 2017
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"Over the next few months the TBDMs will be available to meet the advisers they’ll be supporting at as many network and industry events as possible"

From today, Paymentshield will assign dedicated telephone business development managers to each network rather than allocating territories by geographical location.

This move is set to help the TBDMs better understand the needs of appointed representatives and provide more tailored support.

A separate team will support directly authorised advisers on a regional basis, with the face-to-face team also continuing to provide support to both appointed representatives and directly authorised advisers on a regional basis.

James Watson sales and marketing director at Paymentshield, said: “At Paymentshield we’re continually working hard to improve our proposition. Since January we’ve already made changes to our Home Insurance offering, which also saw the introduction of a three-month free offer for remortgaging clients but our plans for this year don’t just cover product enhancements. We want to make sure we’re offering advisers the best possible support and this is why we’ve taken the decision to shake things up a bit so that we can provide support that’s more specific to the adviser’s situation.

“All our TBDMs have a wealth of knowledge, with many years’ experience helping advisers with marketing campaigns, product knowledge and increasing their GI conversions. Over the next few months the TBDMs will be available to meet the advisers they’ll be supporting at as many network and industry events as possible, as well as running training workshops and webinars throughout the year.”

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