Insurance Cash Sales Manager

Date live: 12/10/2026

Business Area: ICB UK GTB Specialist Sales

Area of Expertise: Relationship Management

Contract: Permanent

Reference Code: JR-0000132632

To drive revenue growth within Payments & Liquidity products by developing and executing cash management sales strategy for clients in the Insurance sector, identifying new business opportunities, deepening existing relationships, and positioning Barclays’ payments, liquidity and transaction banking solutions as the provider of choice.

Key Responsibilities include:

• Develop and manage relationships with Insurance clients within the Financial Institution Group.
• Originate new cash management, payments, clearing and liquidity opportunities to achieve revenue targets.
• Build and maintain a strong sales pipeline across domestic and international cash management products.
• Lead client meetings, presentations, RFP responses and commercial negotiations.
• Partner with Product, Coverage, Onboarding and Service teams to deliver end-to-end client solutions.
• Identify market trends, competitor activity and emerging client requirements within the Financial Institutions sector.
• Promote Barclays payment, clearing, liquidity and treasury solutions across global markets.
• Ensure all activity complies with regulatory, risk and control requirements.

To be successful in this role you will have:

• Extensive experience in cash management, payments or transaction banking sales with experience of having worked in Cash Management Sales covering the Insurance Sector
• Good Payments & Cash Management market knowledge of the Insurance Sector
• Demonstrated ability to generate new business and grow client revenues.
• Excellent stakeholder management, communication and negotiation skills.
• Good understanding of global payments, liquidity and treasury solutions.

Desirable skills include:

• Experience working with Insurance clients.
• Knowledge of payments, cash management, deposits & liquidity, clearing and settlement services.
• Understanding of digital payments, APIs and emerging payment technologies.
• Multijurisdictional or international client coverage experience

You may be assessed on the key critical skills relevant for success in role such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.

The role is based in our London office.

Purpose of the role

To generate revenue and promote the bank’s diverse product and service offerings to various customer segments.

Accountabilities

• Identification of potential customers, analysing their needs and preferences, and staying abreast of emerging market trends and competitor strategies.
• Creation of detailed profiles for target customer segments, outlining their demographics, financial habits, and pain points to tailor sales approaches and product recommendations.
• Relationship management of potential and existing customer relations through the execution of high-quality customer support, by responding to queries and resolving issues, gaining their customer trust, and understanding their financial goals and challenges.
• Understanding of the features, benefits, risks, and compliance requirements of various banking products and services offered. Understanding of the key features, benefits, risks, enhancements, and regulatory requirements of new and existing banking products, and communicate insights clearly to potential customers to address their financial needs.
• Development of compelling sales pitches and proposals that showcase the value proposition of the bank’s offerings to convert leads into customers, and negotiation of terms that are beneficial for both the client and the bank.
• Collection and analysis of customer feedback on various products, services, and overall experience, to support the development of reports that communicate key findings to relevant stakeholders, to inform product development and sales strategies.
• Monitoring of lead conversion rates, customer acquisition costs, and other relevant metrics to assess sales performance and identify areas for improvement.

Vice President Expectations

• To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures..
• If mana…