Telephone Account Manager

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 also offer work place accommodations to ensure you have what you need to effectively deliver in your role.

The Role: Telephone Account Manager

Location: Edinburgh or Stirling office (3 days per week)

This role sits within M&G Life which is a division of M&G plc and runs the Prudential Assurance Company, responsible for the manufacture and review of all insurance products including our legacy back book life and pension products which are open for new business within the UK retail market. Our distribution team is responsible for the promotion of all our open book propositions to the UK financial adviser marketplace.

The Telephone Account Manager role is an office-based role within M&G Life distribution, covering a specific panel of adviser firms in a geographic area aligned to a Region. The role uses account management sales skills and extensive sales techniques (on Teams and on the telephone) to achieve delivery of sales targets. The role consults with other members of the Sales team, Sales Support team and other key departments within the plc to ensure that we provide a consistent account management services approach to a defined panel of accounts.

Key Responsibilities for this role: 

• An appropriate level of high-quality sales activity with panel of advice firms to deliver a sales revenue target for a regional sales team.
• To open-up and develop new M&G plc growth opportunities with low & non-producing adviser firms in the defined geographical area/panel of accounts via consultative selling techniques & new propositional developments (e.g. Prufund on 3rd Party Platform & PGIP).

• Effective ongoing business planning in line with sales management 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.

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 regulated sales environments.
• Strong working knowledge of industry best practice, good network/links with external bodies and individuals.
• 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, different multi-asset fund solutions and CRP/CRP design and application within an advice process.
• Knowledge and experience in Platform, Funds and MPS market.
• 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: Regional Sales Director (South East)

Work Level: Experienced Colleague

Recruiter: Phoebe Ewers

Closing Date: 5th June 2026

What we offer:

At M&G, we’re committed to helping you thrive and supporting your wellbeing, both at work and beyond. Our benefits are designed to help you balance your professional and personal life, while planning confidently for your future. Our UK benefits include:

• As a savings and Investments firm we are proud to offer a valuable pension scheme of 18%, with 13% made up of Employer Contributions and 5% Employee Contributions. We also offer Share Save and our Share Incentive Plan, together with access to 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 5 extra days and additional flexibility through our Time Off When You Need It policy – to balance your work and personal commitments.  

• Our market leading Inspiring Families policy includes comprehensive support and paid parental leave covering maternity, adoption, surrogacy, and paternity leave - as supporting families is a core aspect of our inclusive culture.

• Health & Protection cover including Private Healthcare, Critical Illness cover and Life Assurance for you, with family options - for peace of mind.

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

We have a diverse workforce and an inclusive culture at M&G, underpinned by our policies and our employee-led networks who provide networking opportunities, advice and support for the diverse communities our colleagues represent. Regardless of gender, ethnicity, age, sexual orientation, nationality, disability or long term condition, we are looking to attract, promote and retain exceptional people. We also welcome those who take part in military service and those returning from career breaks.

M&G is also proud to be a Disability Confident Leader, and we welcome applications from candidates with long-term health conditions, disabilities, or neuro-divergent conditions. 

If you need assistance or an alternative means of applying for a role due to a disability or additional need, please let us know by contacting us at: [email protected]