Telephone Account Manager managing relationships with adviser firms for financial products. Driving sales through consultative selling while ensuring compliance and documentation standards.
Responsibilities
Build and manage relationships with a specific panel of adviser firms.
Use account management sales skills and sales techniques to achieve sales targets.
Consult with other Sales team members and departments to provide consistent account management services.
Open-up and develop new M&G plc growth opportunities with adviser firms.
Ensure all activity is documented according to channel standards on the CRM system (Salesforce).
Collaborate with colleagues to improve controls and enhance client outcomes.
Requirements
Level 4 Diploma in Financial Planning or equivalent qualification as a minimum.
Experience in the Financial Advice sector & experience of regulated sales environments.
Strong working knowledge of industry best practice and good network/links with external bodies and individuals.
Proven skills in relationship development, communication & influencing.
Detailed knowledge of life and pensions products, markets, and competitors.
Good knowledge of financial services regulatory and legislative frameworks.
Benefits
Valuable pension scheme of 18% with 13% employer contributions and 5% employee contributions.
Share Save and Share Incentive Plan.
Access to financial wellbeing and support services.
38 days annual leave including bank holidays with opportunity to purchase up to 5 extra days.
Flexibility through Time Off When You Need It policy.
Comprehensive support and paid parental leave under the Inspiring Families policy.
Health & Protection cover including Private Healthcare, Critical Illness cover, and Life Assurance.
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