Hybrid Telephone Account Manager Investments Sales

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.

Location:

Edinburgh or Stirling office (3 days per week)

This role sits within M&G Life which is a division of M&G plc and runs the Prudential Assurance Company, responsible for the manufacture and review of all insurance products including our legacy back book life and pension products which are open for new business within the UK retail market. Our distribution team is responsible for the promotion of all our open book propositions to the UK financial adviser marketplace.

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.

• 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 (e.g. Prufund on 3rd Party Platform & PGIP).
• 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.

• 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.

• 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…