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Telephone Account Manager

1 month ago

Edinburgh, Scotland, United Kingdom M&G plc. Full time
At M&G our purpose is to give everyone real confidence to put their money to work. As an international savings and investments business with roots stretching back more than 170 years, we offer a range of financial products and services through Asset Management, Life and Wealth. All three operating segments work together to deliver attractive financial outcomes for our clients, and superior shareholder returns.

Through our behaviours of 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 Role: Telephone Account Manager

A fantastic opportunity to be part of a dynamic, growing organisation where you will be valued and supported to deliver your full potential. With a wide breadth of propositions to take to the market your reward for success will be reflected with an attractive overall OTE package.

You will be joining Prudential's highly respected and market leading Intermediated Distribution team in Edinburgh to work with advisers in your region. Prudential is part of M&G plc and is continuing its journey to become a dynamic, digital and highly competitive provider. We are already very successful in our chosen markets and have ambitious plans for the future. This is a very exciting time on our transformation journey as we recognise our clients are increasingly looking to align their investments with their environmental and social values. Our ambitions to support our clients on this journey can be evidenced through our recent launch of the UKs first Smoothed Multi Asset ESG Solution in Prufund Planet.

The ideal candidate will be Level 4 diploma qualified and have experience and a successful track record of delivery within distribution in the financial services sector.

Key Responsibilities for this role:
  • To deliver your sales revenue target
  • Successful promotion of Pru life and pension wrappers and oeic proposition
  • New business development from adviser sales of Prudential products
  • Funds under management and adviser support retention
  • Client retention
  • Take all reasonable steps to make sure your business area fulfils its external regulatory, legal and industry obligations
  • Use your judgement to strengthen our positive risk and control culture, by identifying, assessing and managing risk within your business area

Key Knowledge, Skills & Experience:
  • Relevant professional qualification or close to completing (CII/PFS Level 4 Qualified or equivalent as a minimum)
  • Experience in the UK intermediary market and of the regulated sales environment
  • Strong presentation skills and good knowledge of Microsoft suite of digital applications
  • Working knowledge of industry best practice, good network/links with external bodies and individuals
  • Working knowledge of life and pensions products, markets and competitors
  • Working knowledge of financial services regulatory and legislatory frameworks

Closing Date: 16th August 2024
Recruiter: Phoebe Ewers
Work Level: Experienced Colleague

We have a diverse workforce and an inclusive culture at M&G plc, underpinned by our policies and our employee-led networks who provide networking opportunities, advice and support for the diverse communities our colleagues represent. Regardless of gender, ethnicity, age, sexual orientation, nationality, disability or long term condition, we are looking to attract, promote and retain exceptional people. We also welcome those who take part in military service and those returning from career breaks.