Regional Account Manager

TL;DR

Regional Account Manager (Financial Services): Deliver sales targets for a defined panel of UK financial adviser firms through consultative account management and regular outreach via face-to-face, Teams, and telephone, with an accent on compliant growth, business planning, and maintaining accurate activity records in Salesforce. Focus on developing low- and non-producing adviser opportunities, strengthening risk and control culture, and ensuring consistent service delivery across stakeholders.

Location: England (Home Counties North and West)

Company

M&G Life provides and distributes life and pension insurance products within the UK retail market.

What you will do

• Drive high-quality sales activity with adviser firms to deliver regional sales revenue targets.
• Open up and develop new growth opportunities with low- and non-producing adviser firms in the defined geography using consultative selling and new propositions.
• Perform ongoing business planning aligned with sales management direction.
• Document activities and processes according to channel standards in the channel CRM system (Salesforce).
• Maintain up-to-date knowledge of company and competitor propositions and ensure all activity remains compliant with policy, legislation, and risk appetite.
• Collaborate across Sales and other key departments to improve controls, enhance client outcomes, and reduce operational risk.

Requirements

• Experience in the Financial Advice sector and in regulated sales environments.
• Level 4 Pfs (or equivalent) qualification as a minimum.
• Strong relationship development, communication, and influencing skills.
• Strong knowledge of investment markets, multi-asset fund solutions, and CRP/CRP design and application within an advice process; plus knowledge of Platform, Funds, and MPS market.
• Detailed knowledge of life and pensions products, markets, and competitors, and good knowledge of financial services regulatory and legislative frameworks.
• Must live in or very close to the defined panel geography and hold a valid UK driving licence.

Culture & Benefits

• 38 days annual leave including bank holidays, with options to purchase additional days and use flexible time-off.
• Pension scheme of 18% (13% employer contributions and 5% employee contributions), plus Share Save and Share Incentive Plan.
• Health & Protection cover including private healthcare, critical illness cover, and life assurance.
• Inspiring Families policy with comprehensive paid parental leave options.
• Flexible working arrangements considered and workplace accommodations available to support effective delivery.