Investment Specialist
Core
Provide technical and proposition support to the UK Retail Distribution Team, coach and train sales advisers, and execute strategy to secure product distribution.
Role type
Investment Specialist (Sales Enablement & Training)
Builds
Sales capability, product propositions, and distribution strategy for UK retail advisers
Domain
Financial Services / Life Assurance / Investment
Deliverable
product features | client delivery
Required skills
Investment knowledge, Trust & IHT expertise, Financial advice marketplace knowledge, Legislative and regulatory knowledge of pension products, Presentation and public speaking, Coaching and training, Team collaboration, Self-starter, Attention to detail
Preferred skills
Chartered Financial Planner status, Front-line sales experience
Technologies
Digitally enabled business tools
Responsibilities
Lead and execute strategy to ensure distribution teams have appropriate capability and focus, Champion M&G's proposition within the Distribution team, Lead and execute technical and business development seminars/workshops for advisers and distribution teams
Seniority
Individual Contributor, Specialist
