National Accounts Relationship Manager – Hybrid

M&G plc; Greater London; Hybrid; GBP 40.000 - 60.000; Vollzeit

Benefits dieser Stelle

Pension scheme (up to 18%)

Share Save & SIP

38 days annual leave

Time Off When You Need It

Parental leave benefits

Private Healthcare

Zusammenfassung

M&G plc is recruiting for a Telephone Account Manager (National Accounts) to manage a panel of national advice firms. The role focuses on sales, account management and delivering growth through consultative selling, with collaboration across divisions.

The position is office-based with hybrid working 2–3 days per week in the UK, reporting to the National Accounts Director. You will drive targets, maintain CRM records, and build strong client relationships across the adviser market.

Qualifikationen

• Experience in the Financial Advice sector and distribution in regulated sales environments.
• Strong knowledge of national advice firms and consolidators.
• Level 4 PFS or equivalent qualification.
• Strong relationship development, communication and influencing skills.
• Knowledge of M&G propositions, systems and distribution approach.
• Knowledge of investment markets and multi-asset fund solutions CIP/CRP design and application.
• Knowledge of Platform, Funds and tax wrapper strategies.
• Knowledge of life and pensions products and competitors.
• Good knowledge of financial services regulatory and legislative frameworks.
• Strong team working ethic and delivery.

Aufgaben

• Provide high-quality service to advisers and stakeholders.
• Work within established frameworks with freedom to solve problems.
• Suggest improvements to team work and outputs.
• Commit to self-development via company training.
• Use judgement to strengthen risk and control culture and comply with external obligations.
• Understand and apply our Code of Conduct and policies.
• Support growth ambitions and sales plan delivery for the national accounts channel.

Kenntnisse

Relationship building

Communication skills

Influencing

Regulated sales experience

Ausbildung

Level 4 PFS or equivalent

Tools

Salesforce

Jobbeschreibung

M&G plc is recruiting for a Telephone Account Manager (National Accounts) to manage a panel of national advice firms. The role focuses on sales, account management and delivering growth through consultative selling, with collaboration across divisions.

The position is office-based with hybrid working 2–3 days per week in the UK, reporting to the National Accounts Director. You will drive targets, maintain CRM records, and build strong client relationships across the adviser market.