Account Relationship Consultant

Overview

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 also offer work place accommodations to ensure you have what you need to effectively deliver in your role.

The Account Relationship Consultant will play a key role in delivering our strategic objectives and proposition.

We help our advisers strengthen and grow their business and make M&G their provider of choice, helping both them and their clients achieve positive outcomes through promotion of our products and propositions, with Pru Fund at the heart.

We work in partnership with the Intermediated Distribution sales teams to achieve their growth ambition, develop sales opportunities, and help deliver sales targets.

We build trust and confidence with our advisers, developing and nurturing our relationships, through our knowledge, experience, underpinned by a growth mindset.

We help educate our advisers to save time by becoming self-sufficient with our digital and products journeys, making us easy to deal with.

To ensure we continue to deliver on our centre of excellence objectives;

• Design and delivery of high quality education sessions over Teams to our key panelled Strategic Advisers and their teams, in order to drive digital adoption.
• Development of requirements, design and delivery of our training programme to our regular wave of new recruits
• Quality Assurance of our compliance requirements (call listening and email checks; providing feedback to improve performance and our overall capability)
• Contribute to project and proposition design & developments – providing essential insight and contribution to shape the successful outcome
• Design and develop the perfect pitch to use with our sales opportunities
• Support Key Account Directors to give ‘sales time back’ supporting HO escalated enquiries, Product & Proposition enquiries, project manage Events & Webinar execution, facilitation of Distribution Ops requirements

• Work in partnership with our account managers (deploying defend and grow strategies) proactively identifying and following up on all our sales lead generation opportunities, helping to maximise sales aligned to our panels business plans (extensive use of MI)
• Own a segment of accounts to develop and help grow, respond to sales enquiries and, with a growth mindset, generate sales opportunities
• Quality Fact Finds conducted with Advisers, and opportunity spotting, to generate referrals for our Account Managers. This drives AM Activity, quotes, and new business flows.
• Support our advisers with their product, proposition, and pre-sales enquiries.
• Promote to maximise the use with our extensive range of tools and calculators
• Help Advisers to navigate our systems (to drive digital adoption), to become self-sufficient and commercial. Further, guide service enquiries to the right place and where right to do so, facilitate service issue resolutions when all else has failed, through the escalation process.

Skills:

• Influence with positive intent
• Communication, influence and stakeholder manage with sales audiences
• Shape, design and deliver to train/upskill new Consultants
• Proactive support to new starts as they embed on panel
• Self-starter, self-motivated, ability to prioritise own workload and flag pain points with solutions
• Deputising for SSMs, ability to problem solve and manage challenges
• Project / issue management. Facilitation with the problem statement, bring Adviser insight and sell the impact assessment (link back to influencing skills to…