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 IC sales account manager (financial services)
Builds
Centralised retirement propositions, investment bonds, and estate planning solutions for UK financial advisers
Domain
UK Financial Services / Insurance / Asset Management
Required skills
consultative selling, relationship development, financial advice sector experience, regulatory compliance knowledge, business planning, risk management, Salesforce proficiency
Preferred skills
Level 4 PFS qualification, knowledge of multi-asset fund solutions, platform and tax wrapper strategies, life and pensions product expertise, competitor analysis
Technologies
Salesforce
Responsibilities
Meet sales revenue targets with a panel of national accounts; open and develop new growth opportunities via consultative selling; conduct ongoing business planning; 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
Experienced, hands-on IC