Regional Development Consultant

M&GPrudential; Greater London; Remote; GBP 40,000 - 60,000; Full time

Job summary

An exciting opportunity awaits as a Regional Development Consultant in a prominent financial services firm. This role is pivotal in driving growth by engaging with adviser firms, enhancing premium inflows, and fostering strong relationships. As part of a dynamic sales team, you will leverage your extensive experience in financial advice to open new avenues for success. The company values resilience, communication, and integrity, ensuring a supportive environment where your contributions will make a significant impact. If you are passionate about financial services and eager to make a difference, this role is perfect for you.

Qualifications

• Minimum Level 4 Diploma in Financial Planning or equivalent required.
• Extensive experience in financial advice and regulatory sales environments.

Responsibilities

• Develop new growth opportunities with adviser firms.
• Grow premium inflow for the regional sales teams.
• Build strong relationships with quality opportunity firms.

Skills

Financial Advice Experience

Regulated Sales Environment

Consultative Selling

Negotiation Skills

Analytical Skills

Account Management Knowledge

Knowledge of Life and Pensions Products

Compliance Understanding

Driving License

Education

Level 4 Diploma in Financial Planning (PFS/CII)

Job description

Regional Development Consultant

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Locations: England, Scotland

Time Type: Full time

Posted on: Posted 6 Days Ago

Time Left to Apply: End Date: January 20, 2025 (25 days left to apply)

Job Requisition ID: R15389

At M&G, our purpose is to give everyone real confidence to put their money to work. As an international savings and investments business with roots stretching back more than 170 years, we offer a range of financial products and services through Asset Management, Life, and Wealth.

This is an exciting new regional role in M&G plc within the Life Assurance Division. We have a clear strategy to grow our market share over the next few years by launching new propositions to market and further leveraging our financial strength and strong brand in the UK advisory marketplace.

The role is a field (home-based) Development Consultant role within M&G plc (UK Distribution). The role covers a specific panel of adviser firms (who have very good growth potential) in a wider geographic area than an Account Manager, aligned directly to a Regional Director and is part of a Regional Sales Team.

Minimum Requirements:

Level 4 Diploma in Financial Planning (PFS/CII) or equivalent qualification is required as a minimum for this role.

Work Level: Manager Expert

Role Reports to: Regional Director

Location: Home based in one of the following regions - South East, South West, Midlands, North East, North West, Scotland

Key Responsibilities:

• Develop and open up new M&G plc growth opportunities with low & non-producing adviser firms in the defined geographical area/panel of accounts.
• Grow premium inflow for the regional sales team(s) from said advisory firms.
• Develop and maintain strong collaborative relationships with a defined panel of quality opportunity firms.
• Co-ordinate resources to maximise opportunities with the defined panel of advice firms.
• Ensure all activities remain compliant with policy, legislation, and risk appetite.
• Build relationships with external platforms in the defined geography.

Key Knowledge, Skills & Experience:

• Extensive experience in the Financial Advice sector & experience of regulated sales environments.
• Level 4 Diploma (PFS/CII) or equivalent qualification (as a minimum).
• Highly attuned questioning & listening skills.
• Consultative and value-based selling.
• Negotiation and influencing.
• Analysis & problem-solving.
• Strategic perspective.
• Account Management theory knowledge and practical experience.
• Evidence of previous success in opening up non-supporting accounts to drive new business inflows.
• Strong working knowledge of industry best practices.
• Strong knowledge of life and pensions products, markets, and competitors.
• Good knowledge of financial services regulatory and legislative frameworks.
• Knowledge and experience in the Wealth, Platform and MPS (Model Portfolio Services) markets.
• Strong risk and compliance understanding and awareness.
• Compliance with all relevant policies, including mandatory training and CPD.
• Valid UK driving license and travel required.

Key Attributes for the Role:

• Resilience & adaptability
• Team player
• Communication
• Honesty & integrity
• Diligent & organised
• High energy & pace

Recruiter: Phoebe Ewers

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We have a diverse workforce and an inclusive culture at M&G plc. We are looking to attract, promote and retain exceptional people. We welcome applications from candidates with long-term health conditions and disabilities.

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]

About Us

M&G plc is a leading international savings and investments business, managing money for around 4.6 million individual clients and more than 900 institutional clients in 38 offices worldwide. Our purpose is to give everyone real confidence to put their money to work.

With a heritage dating back more than 175 years, M&G plc has a long history of innovation in savings and investments.