Account Relationship Consultant

M&G; City of Edinburgh; On-site; GBP 45,000 - 70,000; Full time

Benefits offered by this job

8% non-contributory pension

Life Assurance & Death in Service

Flexible culture and ways of working

30 days holiday + 5 days

Health & wellbeing focus

Job summary

M&G in Edinburgh invites an Account Relationship Consultant to drive strategic objectives, educate advisers on our propositions, and grow panel business through effective sales support and digital adoption. You will design education sessions, respond to adviser enquiries, and partner with Account Managers to turn leads into opportunities, while maintaining high standards of compliance and client focus.

Join a team focused on growth, training, and delivering value to advisers and their clients,

Qualifications

• Professional qualifications (R01 and R04 or equivalent) or working towards
• Ability to influence and drive sales with advisers
• Experience in training and education delivery (Teams)
• Strong stakeholder management and commercial focus

Responsibilities

• Design and deliver high-quality education sessions over Teams for key advisers and their teams
• Develop and deliver training programmes for new recruits on panel
• Provide quality assurance through feedback and coaching to improve performance
• Support advisers with product, proposition and pre-sales enquiries
• Promote extensive tools and calculators to maximise adviser usage
• Collaborate with Account Managers to pursue sales leads and growth opportunities
• Manage and nurture a segment of accounts to drive referrals and new business

Skills

Self-motivation

Time management

Influence

Project management

Commercial mindset

Leadership

Centre of excellence mindset

Education

R01 and R04 or equivalent

Job description

• The Account Relationship Consultant will play a key role in delivering our strategic objectives and proposition
• Strategic Objective:
• We help our advisers strengthen and grow their business and make M&G their provider of choice, helping both them and their clients achieve positive outcomes through promotion of our products and propositions, with PruFund at the heart
• We work in partnership with the Intermediated Distribution sales teams to achieve their growth ambition, develop sales opportunities, and help deliver sales targets
• Adviser Proposition:
• We build trust and confidence with our advisers, developing and nurturing our relationships, through our knowledge, experience, underpinned by a growth mindset
• We help educate our advisers to save time by becoming self-sufficient with our digital and products journeys, making us easy to deal with
• Centre of Excellence focus
• To ensure we continue to deliver on our centre of excellence objectives
• Design and delivery of high quality education sessions over Teams to our key panelled Strategic Advisers and their teams, in order to drive digital adoption
• Development of requirements, design and delivery of our training programme to our regular wave of new recruits
• Quality Assurance of our compliance requirements (call listening and email checks; providing feedback to improve performance and our overall capability)
• Contribute to project and proposition design & developments – providing essential insight and contribution to shape the successful outcome
• Design and develop the perfect pitch to use with our sales opportunities
• Support Key Account Directors to give ‘sales time back’ supporting HO escalated enquiries, Product & Proposition enquiries, project manage Events & Webinar execution, facilitation of Distribution Ops requirements
• Work in partnership with our account managers (deploying defend and grow strategies) proactively identifying and following up on all our sales lead generation opportunities, helping to maximise sales aligned to our panels business plans (extensive use of MI)
• Own a segment of accounts to develop and help grow, respond to sales enquiries and, with a growth mindset, generate sales opportunities
• Quality Fact Finds conducted with Advisers, and opportunity spotting, to generate referrals for our Account Managers. This drives AM Activity, quotes, and new business flows
• Support our advisers with their product, proposition, and pre-sales enquiries
• Promote to maximise the use with our extensive range of tools and calculators
• Help Advisers to navigate our systems (to drive digital adoption), to become self-sufficient and commercial. Further, guide service enquiries to the right place and where right to do so, facilitate service issue resolutions when all else has failed, through the escalation process
• Reports to: Sales Support Manager

Benefits

• 8% non-contributory pension plus up to 5% matching
• Life Assurance & Death in Service
• Support, feedback and development programmes to help you reach your full potential
• Flexible culture and ways of working
• Focus on health & wellbeing
• 30 days holiday as standard (excluding bank holidays), with the ability to purchase an additional 5 days
• Time off when you need it includes carer’s leave, faith leave, grandparent leave and career breaks
• New parents receive up to 26 weeks of full pay while on leave
• 4-week back-to-work transition for new parents: work 80% of your contractual hours, be paid for 100%
• New parents can take family leave in flexible blocks within the first year of birth/adaoption

Communication, influence and stakeholder manage with sales audiencesSelf-starter, self-motivated, ability to prioritise own workload and flag pain points with solutionsInfluence with positive intentProject / issue management. Facilitation with the problem statement, bring Adviser insight and sell the impact assessment (link back to influencing skills to positively drive change)Commercial focus with business planning, making the right decisions growth prioritiesShape, design and deliver to train/upskill new ConsultantsDeputising for SSMs, ability to problem solve and manage challengesProactive support to new starts as they embed on panelOur AX runwayBusiness acumenExtensive knowledge with our wide rage of propositionsWhy Service to the right place is vital to deliver a commercial businessChampion our Value PropositionRelevant professional qualifications (R01 and R04 or equivalent) or working towardsHave a proactive and positive mindsetLeads on messageLeadership, professionalism, a role model that sets the standardRole models our best practice. Set the bar for others to followHas a centre of excellence mindset