Telephone Account Manager - National Accounts

At M&G, our purpose is to give everyone real confidence to put their money to work. With a heritage dating back more than 175 years, we have a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions.

Our two distinct operating segments, Asset Management and Life, work together to provide access to balanced, long-term investment and savings solutions.

Through telling it like it is, owning it now and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent.

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.

The Role: Telephone Account Manager (National Accounts)

Location: Edinburgh, Stirling, Reading or London office (Hybrid 2-3 days per week)

Help drive our growth
Join our national accounts team at an exciting time for the business and the sector. We are looking for talented individuals to help drive the channel forward and support our significant growth ambitions.

Work with leading advice businesses
You will draw on our heritage, extensive reach, established relationships and rapidly evolving proposition to work with many of the UK’s leading advice businesses. You will be pivotal in positioning us as a key business partner, providing solutions that support high-quality, robust and scalable centralised retirement propositions.

About M&G Life
This role sits within M&G Life, 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, including our legacy back book life and pension products that are open to new business in the UK retail market.

Our national accounts distribution team promotes all our open book propositions to the UK financial adviser marketplace, working to position itself as the CRP, Investment Bond and Estate planning partner of choice in the market.

About the role
The Telephone Account Manager (National Accounts) is an office-based role within M&G Life distribution. You will manage a panel of national advice firms as part of our dedicated nationals sales team.

Sales and account management
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.

Working collaboratively
You will work 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.

Key Responsibilities for this role: 

• An appropriate level of high-quality sales activity with a panel of accounts  to deliver a sales revenue target for our growing national accounts channel.
• To 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 (e.g. Prufund on 3rd Party Platform, Onshore and Offshore Bonds & our guaranteed income and capital solutions).
• Effective ongoing business planning for the franchise in line with sales management and channel direction.
• To 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.
• To 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.
• To support M&G Life growth ambitions and sales plan delivery through a high growth segment of the intermediary market.

Key Accountabilities: 

• To provide a high-quality service to advisers and other stakeholders using skills and experience built up via significant practical experience and/or training.
• Working within established frameworks and procedures, with the freedom to interpret them to solve a range of problems.
• Makes suggestions for improvements to the work of the team, driving better working practices and outputs on a collaborative basis.
• Responsible for self-development and taking responsibility for 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 - taking all reasonable steps to make sure your business area fulfils its external regulatory, legal and industry obligations.
• Understanding our Code of Conduct and how it applies to your work.
• Comply with all relevant policies, including annual mandatory training and CPD requirements.

Key Knowledge, Skills & Experience (preferred): 

• Experience in the Financial Advice sector & experience of distribution in regulated sales environments.
• Strong working knowledge of the needs and operation of national advice firms and consolidators
• Level 4 PFS or equivalent qualification as a minimum.
• Have strong proven skills in relationship development, communication & influencing.
• Knowledge of M&G propositions, systems, and distribution approach.
• Strong knowledge of the investment markets, multi-asset fund solutions CIP/CRP design and application within a robust and scalable  advice process.
• Knowledge and experience in Platform, Funds and tax wrapper strategies .
• Detailed knowledge of life and pensions products, markets, and competitors.
• Good knowledge of financial services regulatory and legislative frameworks.
• Strong team working ethic and showing high drive and delivery.

Reporting to: National Accounts Director

Work Level: Experienced Colleague

Recruiter: Phoebe Ewers

What we offer:

We’re dedicated to supporting your wellbeing and helping you thrive, both at work and beyond. Our benefits are designed to help you balance your professional and personal life, and financially plan for the future. Our UK benefits include:

• A valuable pension scheme of up to 18% (13% made up of employer contributions and 5% employee contributions).
• Access to our Share Save and Share Incentive Plan, alongside financial wellbeing and support services to help give you real confidence to put your money to work.
• Enjoy 38 days annual leave (including bank holidays), with the opportunity to purchase up to five extra days. Our Time Off When You Need It policy gives you the flexibility - to balance work and personal commitments.
• Our market-leading Inspiring Families policy includes comprehensive support and paid parental leave covering maternity, adoption, surrogacy, and paternity leave - because supporting families is an important part of our inclusive culture.
• Health & Protection cover includes Private Healthcare, Critical Illness cover and Life Assurance for you, with additional family options - for peace of mind.

To explore more about life at M&G and our full benefits offering, visit Life at M&G

At M&G we strive to have a diverse workforce and an inclusive culture, underpinned by our policies and employee-led networks that offer networking, support and development opportunities for the diverse communities our colleagues represent. 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.

M&G is proud to be Level 3: Disability Confident Leader under the UK Government Disability Confident employer scheme, and we welcome applications from candidates with disabilities and long-term health conditions. If you would like to participate in the initiative, you will have the opportunity to indicate this on your application.

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: [email protected]