Account Relationship Consultant-16
Core
Strengthen adviser relationships and support the delivery of growth strategies by partnering with Intermediated Distribution teams to identify opportunities and enhance adviser engagement.
Role type
Account Relationship Consultant (Financial Services)
Builds
Sales opportunities, adviser capability, and client value through M&G's investment and savings solutions
Domain
Financial Services / Asset Management / Insurance
Deliverable
client delivery
Required skills
relationship building, stakeholder management, sales opportunity identification, product knowledge (Bonds, Retirement, ISAs, investments), training delivery, commercial awareness
Preferred skills
experience supporting training or onboarding, relevant professional qualifications (R01, R04)
Technologies
digital tools, self-service journeys, M&G PruFund platform
Responsibilities
Build trusted relationships with a panel of financial advisers; Identify and progress sales opportunities through adviser engagement; Provide timely support on product and pre-sales queries; Help advisers maximize digital tools and self-service journeys; Conduct quality fact-finds to uncover opportunities and generate referrals; Resolve complex adviser queries and contribute insight to business improvements
Seniority
Experienced Colleague