National Accounts Tele-Account Growth Manager

M&G; Stirling; Hybrid; GBP 42,000 - 60,000; Full time

Benefits offered by this job

Pension up to 18%

Share Save and Share Incentive Plan

38 days annual leave (incl. bank hols)

Job summary

M&G Life, part of M&G plc, is seeking a Telephone Account Manager (National Accounts) to manage a panel of national adviser firms from our hybrid offices in the UK. You will use your account-management skills and a broad set of sales techniques to meet targets via Teams, calls and occasional face-to-face meetings.

Reporting to the National Accounts Director, you will collaborate with the National Accounts Sales team and other departments to deliver a consistent service while developing growth

Qualifications

• Experience in Financial Advice sector and distribution in regulated sales.
• Strong knowledge of national advice firms and consolidators.
• Level 4 PFS or equivalent qualification minimum.
• Strong relationship, communication & influencing skills.
• Knowledge of M&G propositions, systems, and distribution approach.
• Knowledge of investment markets and multi-asset fund solutions.
• Knowledge of Platform, Funds and tax wrapper strategies.
• Knowledge of life and pensions products, markets and competitors.
• Good knowledge of regulatory frameworks.

Responsibilities

• Provide high-quality service to advisers and stakeholders using skills and experience.
• Open up and develop new growth opportunities via consultative selling techniques and new propositional developments.
• Effective ongoing business planning for the franchise in line with sales management and channel direction.
• Ensure all activity and processes are documented according to channel standards on the CRM system (Salesforce).
• Maintain current knowledge of company propositions and competitors.
• Ensure activities comply with policy, legislation and risk appetite.
• Collaborate with colleagues to improve controls and client outcomes.

Skills

Relationship development

Communication

Influencing

Team working

Education

Level 4 PFS or equivalent

Job description

M&G Life, part of M&G plc, is seeking a Telephone Account Manager (National Accounts) to manage a panel of national adviser firms from our hybrid offices in the UK. You will use your account-management skills and a broad set of sales techniques to meet targets via Teams, calls and occasional face-to-face meetings.

Reporting to the National Accounts Director, you will collaborate with the National Accounts Sales team and other departments to deliver a consistent service while developing growth