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 (Life Assurance)
Builds
M&G's balanced, long-term investment and savings solutions for UK advisers
Domain
Financial Services / UK Pension and Investment
Deliverable
client delivery
Required skills
Investment knowledge, Trust & IHT knowledge, Financial advice marketplace expertise, Legislative and regulatory knowledge of pension products, Presentation and coaching skills, Team collaboration, Self-starter
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 to support advisers, industry bodies, and distribution teams