Account Relationship Consultant

M&G; City of Edinburgh; On-site; GBP 40,000 - 50,000; Full time

Job summary

A financial services firm in Edinburgh seeks an experienced Account Relationship Consultant. You'll be responsible for maximizing sales opportunities and building strong relationships with advisers. The ideal candidate will have a positive mindset, excellent communication skills, and relevant professional qualifications. The role offers flexible working arrangements and a strong focus on personal development.

Benefits

Pension scheme of 18%

38 days annual leave

Private Healthcare

Critical Illness cover

Paid parental leave

Qualifications

• Extensive knowledge of a wide range of propositions.
• Ability to project manage and facilitate challenges.
• Commercial focus with business planning.

Responsibilities

• Identify and follow up on sales lead generation opportunities.
• Own a segment of accounts to develop and grow.
• Support advisers with product, proposition, and pre-sales enquiries.

Skills

Influence with positive intent

Communication skills

Stakeholder management

Problem-solving ability

Project management

Education

Relevant professional qualifications (R01 and R04 or equivalent)

Tools

Sales tools

Digital adoption tools

Job description

Overview

Our purpose is to give everyone real confidence to put their money to work. With a heritage dating back more than 175 years, we have a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions.

Our two distinct operating segments, Asset Management and Life, work together to provide access to balanced, long-term investment and savings solutions.

Through telling it like it is, owning it now, and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent.

We will consider flexible working arrangements for any of our roles and also offer work place accommodations to ensure you have what you need to effectively deliver in your role.

The Role

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

Key Responsibilities

• 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.

Key requirements

Skills:

• Influence with positive intent
• Communication, influence and stakeholder manage with sales audiences
• Shape, design and deliver to train/upskill new Consultants
• Proactive support to new starts as they embed on panel
• Self-starter, self-motivated, ability to prioritise own workload and flag pain points with solutions
• Deputising for SSMs, ability to problem solve and manage challenges
• Project / 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 priorities

Knowledge & Qualifications

• Extensive knowledge with our wide rage of propositions
• Champion our Value Proposition
• Why Service to the right place is vital to deliver a commercial business
• Business acumen
• Our AX runway
• Relevant professional qualifications (R01 and R04 or equivalent) or working towards

Attributes

• Have a proactive and positive mindset
• Role models our best practice. Set the bar for others to follow
• Leadership, professionalism, a role model that sets the standard
• Leads on message
• Has a centre of excellence mindset

Location: Edinburgh, Kildean

Work Level: Experienced Colleague

Reports to: Sales Support Manager

Recruiter: Phoebe Ewers

What we offer

At M&G, we’re committed to helping you thrive and supporting your wellbeing, both at work and beyond. Our benefits are designed to help you balance your professional and personal life, while planning confidently for your future. Our UK benefits include:

• As a savings and Investments firm we are proud to offer a valuable pension scheme of 18%, with 13% made up of Employer Contributions and 5% Employee Contributions. We also offer Share Save and our Share Incentive Plan, together with access to financial wellbeing and support services - to help give you real confidence to put your money to work.
• Enjoy 38 days annual leave including bank holidays, with the opportunity to purchase up to 5 extra days and additional flexibility through our Time Off When You Need It policy – to balance your work and personal commitments.
• Our market leading Inspiring Families policy includes comprehensive support and paid parental leave covering maternity, adoption, surrogacy, and paternity leave - as supporting families is a core aspect of our inclusive culture.
• Health & Protection cover including Private Healthcare, Critical Illness cover and Life Assurance for you, with family options - for peace of mind.

To explore more about life at M&G and our full benefits offering, visit Life at M&G

We have a diverse workforce and an inclusive culture at M&G, underpinned by our policies and our employee-led networks who provide networking opportunities, advice and support for the diverse communities our colleagues represent. Regardless of gender, ethnicity, age, sexual orientation, nationality, disability or long term condition, we are looking to attract, promote and retain exceptional people. We also welcome those who take part in military service and those returning from career breaks.

M&G is also proud to be a Disability Confident Leader, and we welcome applications from candidates with long-term health conditions, disabilities, or neuro-divergent conditions.

If you need assistance or an alternative means of applying for a role due to a disability or additional need, please let us know by contacting us at: [e-mail]