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About the Role

The Telephone Account Manager (National Accounts) is an office-based role within M&G Life distribution, managing a panel of national advice firms as part of the dedicated nationals sales team. You will use your account management skills and a broad range of sales techniques to meet sales targets, engaging with clients through Teams, telephone calls and occasional face-to-face meetings. You will work collaboratively with the National Accounts Sales team, the Account Relationships team and other key departments across M&G plc to provide a consistent account management service to our fast growing number of national clients.

Responsibilities

Achieve an appropriate level of high-quality sales activity with a panel of accounts to deliver a sales revenue target for the national accounts channel.
Open-up and develop new M&G plc growth opportunities with low & non-producing advisers and outlets in the defined panel of accounts via consultative selling techniques & new propositional developments.
Conduct effective ongoing business planning for the franchise in line with sales management and channel direction.
Ensure all activity and processes are documented according to channel standards on the channel CRM system (Salesforce).
Maintain current and relevant knowledge for company and competitor propositions.
Ensure all activities remain compliant with policy, legislation, and risk appetite.
Collaborate with colleagues and take responsibility for improving controls to enhance the control environment, improve client outcomes, and reduce M&G plc's operational risk.
Support M&G Life growth ambitions and sales plan delivery through a high growth segment of the intermediary market.

Requirements

Provide a high-quality service to advisers and other stakeholders using skills and experience built up via significant practical experience and/or training.
Work within established frameworks and procedures, with the freedom to interpret them to solve a range of problems.
Make suggestions for improvements to the work of the team, driving better working practices and outputs on a collaborative basis.
Take responsibility for self-development and further advancement and learning on the back of company-sponsored training and skills sessions.
Use own judgement to strengthen our positive risk and control culture, by identifying, assessing, and managing risk within your business area or role.
Take all reasonable steps to make sure your business area fulfils its external regulatory, legal and industry obligations.
Understand our Code of Conduct and how it applies to your work.
Comply with all relevant policies, including annual mandatory training and CPD requirements.

Skills

Account management skills
Sales techniques
Relationship development
Communication
Influencing
Team working ethic
High drive and delivery

Location

Edinburgh
Stirling
Reading
London

Work Type

Hybrid
Office-based

Experience Level

Experienced Colleague

Education Level

Level 4 PFS or equivalent qualification

Benefits

Pension scheme of up to 18%
Share Save and Share Incentive Plan
Financial wellbeing and support services
38 days annual leave (including bank holidays)
Opportunity to purchase up to five extra days annual leave
Time Off When You Need It policy
Inspiring Families policy (comprehensive support and paid parental leave)
Private Healthcare
Critical Illness cover
Life Assurance
Additional family options for Health & Protection cover

About the Company

M&G's purpose is to give everyone real confidence to put their money to work.
Heritage dating back more than 175 years.
Long history of innovation in savings and investments.
Combines asset management and insurance expertise.
Offers a wide range of solutions.
Two distinct operating segments: Asset Management and Life.
M&G Life is a division of M&G plc that runs the Prudential Assurance Company.
M&G Life is responsible for the manufacture and review of all insurance products.
Includes legacy back book life and pension products open to new business in the UK retail market.
National accounts distribution team promotes all open book propositions to the UK financial adviser marketplace.
Aims to be the CRP, Investment Bond and Estate planning partner of choice in the market.
Strives to have a diverse workforce and an inclusive culture.
Offers networking, support and development opportunities for diverse communities.
Welcomes applications from people of all backgrounds.
Proud to be Level 3: Disability Confident Leader under the UK Government Disability Confident employer scheme.

Equal Opportunity

We will consider flexible working arrangements for any of our roles and offer workplace adjustments to ensure you have the support you need to succeed in your role.
We welcome applications from people of all backgrounds – across gender, ethnicity, age, disability, sexual orientation and more – including neurodivergent individuals, career returners and those with military service experience.
We welcome applications from candidates with disabilities and long-term health conditions.
We are committed to providing an inclusive recruitment process.
All candidates have the opportunity to request reasonable adjustments when applying.
If you need any additional support at any stage, please contact us at: careers@mandg.com