Telephone Account Manager - M&G plc. in Stirling

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.

The Telephone Account Manager role is an office-based role within M&G Life distribution, covering a specific panel of adviser firms in a geographic area aligned to a Region. The role uses account management sales skills and extensive sales techniques (on Teams and on the telephone) to achieve delivery of sales targets. The role consults with other members of the Sales team, Sales Support team and other key departments within the plc to ensure that we provide a consistent account management services approach to a defined panel of accounts.

Key Responsibilities for this role:

• An appropriate level of high-quality sales activity with panel of advice firms to deliver a sales revenue target for a regional sales team.
• To open-up and develop new M&G plc growth opportunities with low & non-producing adviser firms in the defined geographical area/panel of accounts via consultative selling techniques & new propositional developments.
• Effective ongoing business planning in line with sales management 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.

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.
• 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 & Experience (preferred):

• Experience in the Financial Advice sector & experience of regulated sales environments.
• Strong working knowledge of industry best practice, good network/links with external bodies and individuals.
• Level 4 Pfs or equivalent qualification as a minimum.
• Have strong proven skills in relationship development, communication & influencing.
• Knowledge of M&G propositions, systems, and distribution approach.
• Strong knowledge of the investment markets, different multi-asset fund solutions and CRP/CRP design and application within an advice process.
• Knowledge and experience in Platform, Funds and MPS market.
• Detailed knowledge of life and pensions products, markets, and competitors.
• Good knowledge of financial services regulatory and legislative frameworks.
• Strong team working ethic and showing high drive and delivery.

What we offer:

• A valuable pension scheme of 18%, with 13% made up of Employer Contributions and 5% Employee Contributions.
• Share Save and our Share Incentive Plan, together with access to financial wellbeing and support services.
• 38 days annual leave including bank holidays, with the opportunity to purchase up to 5 extra days.
• Health & Protection cover including Private Healthcare, Critical Illness cover and Life Assurance for you, with family options.

We have a diverse workforce and an inclusive culture at M&G, underpinned by our policies and our employee-led networks who provide networking opportunities, advice and support for the diverse communities our colleagues represent. 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.