National Accounts Telephone Manager

Prudential Distribution Ltd; Greater London; Hybrid; GBP 32.000 - 48.000; Vollzeit

Benefits dieser Stelle

Pension scheme up to 18%

Share Save Plan

38 days annual leave

Time Off When You Need It

Inspiring Families policy

Health & Protection cover

Life Assurance

Zusammenfassung

M&G Life distribution is hiring a Telephone Account Manager (National Accounts) to manage a UK panel of national adviser firms from office locations in Edinburgh, Stirling, Reading or London with hybrid working 2–3 days per week. You will drive growth, develop new opportunities, and maintain CRM‑driven processes while staying compliant with regulatory standards and company policies.

The role emphasizes relationship building, strategic account management and knowledge of M&G propositions

Qualifikationen

• Experience in the Financial Advice sector & distribution in regulated sales environments.
• Strong knowledge of the needs and operation of national advice firms and consolidators.
• Level 4 PFS or equivalent qualification as a minimum.
• Have strong proven skills in relationship development, communication & influencing.
• Knowledge of M&G propositions, systems, and distribution approach.
• Strong knowledge of the investment markets, multi‑asset fund solutions CIP/CRP design and application within a robust and scalable advice process.
• Knowledge and experience in Platform, Funds and tax wrapper strategies.
• Detailed knowledge of life and pensions products, markets, and competitors.
• Good knowledge of financial services regulatory and legislative frameworks.
• Strong team working ethic and showing high drive and delivery.

Aufgaben

• To deliver high‑quality sales activity with a panel of accounts to meet the sales revenue target for our growing national accounts channel.
• To open‑up and develop new growth opportunities with advisers and outlets in the defined panel via consultative selling techniques & new propositional developments (e.g. Prufund on 3rd Party Platform, Onshore and Offshore Bonds & our guaranteed income and capital solutions).
• Effective ongoing business planning for the franchise in line with sales management and channel direction.
• To ensure all activity and processes are documented according to channel standards on the channel CRM system (Salesforce).
• Maintain current and relevant knowledge for company and competitor propositions.
• To ensure all activities remain compliant with policy, legislation, and risk appetite.
• Collaborate with colleagues and take responsibility for improving controls to enhance the control environment, improve client outcomes, and reduce M&G plc's operational risk.
• To support M&G Life growth ambitions and sales plan delivery through a high growth segment of the intermediary market.

Kenntnisse

Financial services sales

Relationship development

Communication & influencing

Regulatory knowledge

Strategic account management

Ausbildung

Level 4 Financial Planning/Advice or equivalent

Tools

Salesforce CRM

Jobbeschreibung

M&G Life distribution is hiring a Telephone Account Manager (National Accounts) to manage a UK panel of national adviser firms from office locations in Edinburgh, Stirling, Reading or London with hybrid working 2–3 days per week. You will drive growth, develop new opportunities, and maintain CRM‑driven processes while staying compliant with regulatory standards and company policies.

The role emphasizes relationship building, strategic account management and knowledge of M&G propositions