Telephone Account Manager - National Accounts

Prudential UK Services; Greater London; Hybride; GBP 40 000 - 60 000; Plein temps

Résumé du poste

M&G plc is seeking a Telephone Account Manager (National Accounts) to manage a panel of national adviser firms from our distribution team. This office-based role blends hybrid working with regular collaboration across the National Accounts Sales, Account Relationships, and other key departments to deliver a consistent account management service.

You will use your account management and sales skills to meet targets, engage advisers via Teams and calls, and occasionally meet face-to-face as

Qualifications

• Experience managing national account portfolios.
• Strong sales and negotiation skills.
• Experience with financial adviser networks.

Responsabilités

• Provide high-quality account management and sales activity to a panel of national accounts to meet revenue targets.
• Open up and develop growth opportunities with advisers and outlets via consultative selling and new propositions.
• Engage in effective business planning for the franchise in line with sales management and channel direction.
• Ensure all activity is documented in the channel CRM system (Salesforce) and stays compliant with policies.
• Maintain up-to-date knowledge of company propositions and the competitive landscape.
• Collaborate with colleagues to strengthen risk controls and support M&G Life growth ambitions.

Connaissances

Account management

Sales skills

Client relations

Outils

Salesforce

Microsoft Teams

Description du poste

At M&G, our purpose is to give everyone real confidence to put their money to work. With a heritage dating back more than 175 years, we have a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions.

Our two distinct operating segments, Asset Management and Life, work together to provide access to balanced, long-term investment and savings solutions.

Through 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 offer workplace adjustments to ensure you have the support you need to succeed in your role.

The Role: Telephone Account Manager (National Accounts)

Location: Edinburgh, Stirling, Reading or London office (Hybrid 2-3 days per week)

Help drive our growth

Join our national accounts team at an exciting time for the business and the sector. We are looking for talented individuals to help drive the channel forward and support our significant growth ambitions.

Work with leading advice businesses

You will draw on our heritage, extensive reach, established relationships and rapidly evolving proposition to work with many of the UK's leading advice businesses. You will be pivotal in positioning us as a key business partner, providing solutions that support high-quality, robust and scalable centralised retirement propositions.

About M&G Life

This role sits within M&G Life, a division of M&G plc that runs the Prudential Assurance Company. M&G Life is responsible for the manufacture and review of all insurance products, including our legacy back book life and pension products that are open to new business in the UK retail market. Our national accounts distribution team promotes all our open book propositions to the UK financial adviser marketplace, working to position itself as the CRP, Investment Bond and Estate planning partner of choice in the market.

About the role

The Telephone Account Manager (National Accounts) is an office-based role within M&G Life distribution. You will manage a panel of national advice firms as part of our dedicated nationals sales team.

Sales and account management

You will use your account management skills and a broad range of sales techniques to meet sales targets, engaging with clients through Teams, telephone calls and occasional face-to-face meetings.

Working collaboratively

You will work with the National Accounts Sales team, the Account Relationships team and other key departments across M&G plc to provide a consistent account management service to our fast growing number of national clients.

Key Responsibilities for this role:

• An appropriate level of high-quality sales activity with a panel of accounts to deliver a sales revenue target for our growing national accounts channel.
• To open-up and develop new M&G plc growth opportunities with low & non-producing advisers and outlets in the defined panel of accounts 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.

Key Accountabilities:

• To provide a high-quality service to advisers and other stakeholders using skills and experience built up via significant practical experience and/or training.
• Working within established frameworks and procedures, with the freedom to interpret them to solve a range of problems.
• Makes suggestions for improvements to the work of the team, driving better working practices and outputs on a collaborative basis.
• Responsible for self-development and taking responsibility for further advancement and learning on the back of company-sponsored training and skills sessions.
• Use own judgement to strengthen our positive risk and control culture, by identifying, assessing, and managing risk within your business area or role - taking all reasonable steps to make sure your business area fulfils its external regulatory, legal and industry obligations.
• Understanding our Code of Conduct and how it applies to your work.
• Comply with all relevant policies, including annual mandatory training and CPD requirements.

Key Knowledge, Skills & Expe