Hybrid Account Manager

Posted 3 hours ago

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About the role

  • 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.

Job title

Account Manager

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Professional Certificate

Location requirements

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