Telephone Account Manager - National Accounts
Core
Manage a panel of national advice firms to deliver sales revenue targets and develop new growth opportunities for M&G Life's retirement and investment solutions.
Role type
Senior sales account manager (financial services)
Builds
Centralized retirement propositions, investment bonds, and estate planning solutions for UK financial advisers
Domain
UK Financial Services / Life & Pensions
Required skills
consultative selling, relationship development, financial planning, regulatory compliance, business planning, CRM management, risk assessment, market knowledge, product knowledge, stakeholder management
Preferred skills
Level 4 PFS qualification, experience in regulated sales environments, knowledge of multi-asset fund solutions, tax wrapper strategies, platform management
Technologies
Salesforce
Responsibilities
Meet sales revenue targets with a panel of national accounts, develop new growth opportunities via consultative selling, plan business growth for the franchise, document activities on the channel CRM system, maintain knowledge of company and competitor propositions, ensure compliance with policy and legislation, collaborate to improve controls and reduce operational risk
Seniority
Senior, hands-on IC