Sales Support Executive

ENGINEERINGUK; City of Edinburgh; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

An exciting opportunity awaits as a Sales Support Executive in a dynamic team focused on empowering Financial Advisers. This role offers a chance to enhance your career while supporting clients to achieve their financial goals. You will be instrumental in providing exceptional service, helping Advisers navigate tools and resources, and driving positive outcomes. With a commitment to flexibility, you will enjoy a hybrid working model after training, allowing you to balance office and remote work. Join a forward-thinking organization that values integrity, collaboration, and professional growth.

Qualifications

• Experience in a customer-facing role is essential.
• Desirable experience in Financial Services with a commercial mindset.

Responsibilities

• Educate Advisers on digital tools for efficiency.
• Support Advisers with product inquiries and issue resolutions.
• Identify new business opportunities with Advisers.

Skills

Customer Service Experience

Financial Services Knowledge

Effective Communication

Problem Solving

Time Management

Education

Relevant Professional Qualification (R01 or equivalent)

Job description

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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. All three operating segments work together to deliver attractive financial outcomes for our clients, and superior shareholder returns.

Through our behaviours of 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 workplace accommodations to ensure you have what you need to effectively deliver in your role.

The Role: Sales Support Executive

Location: Edinburgh or Stirling

An exciting opportunity to join the Sales Support Team within the Prudential Intermediaries Operations function. We are looking for someone who demonstrates passion to help customers to achieve great outcomes.

As a Sales Support Executive ("SSE"), you will help Financial Advisers strengthen and grow their business and make M&G their provider of choice, helping both them and their clients achieve positive outcomes. You will work in partnership with the Intermediated Distribution sales teams (Prudential Account Managers) to achieve their growth ambition and deliver their sales targets.

Our aim is to build trust and confidence with our advisers, developing and nurturing our relationships, through our knowledge and experience in order to deliver the collective business objectives.

This role presents a great opportunity to build extensive knowledge on our wide range of propositions, working alongside talented individuals, and is a great place to work to support your career development and professional qualifications aspirations.

The role is full-time, 9am to 5pm Monday to Friday and based at our Edinburgh office (South Gyle) or our Kildean, Stirling office. After an initial training period, a hybrid model of working is implemented, with part of the week in the office (3 days) and part working from home.

Key Responsibilities for this role:

• To educate our Advisers how to save time by becoming self-sufficient with our digital and product journeys.
• Support our Advisers with their product & proposition enquiries, helping them navigate our systems to maximise the use of our online tools, with the aim of a seamless journey.
• To inform Advisers and their teams of our extensive range of tools, calculators, marketing and technical support available.
• Facilitate service issue challenges through to resolutions when all else has failed, managing adviser expectations in line with Prudential's timescales.
• Working in partnership with our Account Managers, you will proactively identify and follow up with advisers on lead generation opportunities, helping to maximise sales aligned to our panels business plans.
• Identifying and supporting potential new business opportunities by engaging with Advisers.

Key Knowledge, Skills & Experience:

• Experience of working in a customer-facing role is essential.
• Experience of working within Financial Services is desirable, where you will have developed a commercial mindset.
• Relevant professional qualification (R01 or equivalent is ideal), or demonstrates a willingness to work towards this.
• Resilient, confident and enthusiastic.
• Ability to work well under pressure, remaining calm to handle objections, demonstrating an ability to 'think outside the box'.
• Can work independently and as part of a team, with the ability to plan, prioritise and organise workload on an inter-daily basis, dynamically responding to the requirements of the role.
• Demonstrates accountability and ownership for delivery.
• Effective communication skills with an ability to interpret and articulate requirements, resolve issues and manage complex/technical enquiries.

Work Level: Colleague

Recruiter: Sarah Mathers

We have a diverse workforce and an inclusive culture at M&G plc, 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. Being a Disability Confident Leader means that candidates who meet the minimum criteria of a job will be offered an interview if they 'opt in' to the scheme when applying.

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]