
5001 - 10000 employees
💸 Finance
💳 Fintech
🛡️ Insurance
💰 Post-IPO Equity on 2022-07
Finance • Fintech • Insurance
M&G plc is a leading international savings and investments business, managing money for around 4. 6 million individual clients and more than 900 institutional clients in 38 offices worldwide. With a heritage dating back more than 175 years, M&G plc combines asset management and insurance expertise to offer a wide range of investment and savings solutions. The company's three distinct operating segments, Asset Management, Life and Wealth, work together to provide access to balanced, long-term investment and savings solutions.
🔥 7 hours ago
🇬🇧 United Kingdom – Remote
⏰ Full Time
🟡 Mid-level
🟠 Senior
💰 Business Development (BDR)
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5001 - 10000 employees
💸 Finance
💳 Fintech
🛡️ Insurance
💰 Post-IPO Equity on 2022-07
Finance • Fintech • Insurance
M&G plc is a leading international savings and investments business, managing money for around 4. 6 million individual clients and more than 900 institutional clients in 38 offices worldwide. With a heritage dating back more than 175 years, M&G plc combines asset management and insurance expertise to offer a wide range of investment and savings solutions. The company's three distinct operating segments, Asset Management, Life and Wealth, work together to provide access to balanced, long-term investment and savings solutions.
• Identify and sign up firms to the M&G Platform • Establish and agree account plans detailing new AUA to be moved onto the platform, timescales and requirements • Coordinate client segmentation and asset transition processes • Build and maintain relationships with business owners, advisers and key administration staff at paneled adviser firms • Collaborate with the wider M&G sales team to uncover opportunities • Communicate progress against business transition plans to relevant stakeholders • Ensure prospective and existing platform users understand the M&G Platform proposition and service differentiators • Deliver due diligence requests and beauty parades to interested firms • Work with the training team to ensure platform users are competent and accredited • Maintain effective relationships with internal departments and key stakeholders • Support the wider M&G growth strategy • Take an active role in the sales process and proposition development • Conduct lead-generation activity, respond to regional enquiries, run proactive campaigns and participate in networking
• Proven knowledge of the financial advice marketplace and the mechanics of an adviser’s back office • Understanding of different adviser propositions, processes, and key drivers for success • Appreciation of the Wrap Platform market • Experience of web-enabled applications • Understanding of the functionality of main IFA back office systems • IT literacy with knowledge of Microsoft Word, Excel, PowerPoint and Project • Track record of working with IFA firms on strategic change • Proven track record in development, sales or relationship management • Competitor awareness • Ideally relevant professional qualifications in Financial Services or an IFA-facing business, e.g. FPC, AFPC, ACII • Self-starter with enthusiasm and commercial acumen • Excellent consultative selling skills and results-driven orientation • Strong track record of achieving goals and sales targets • Excellent interpersonal and client-facing skills • Ability to negotiate at all levels, including Senior Management levels • Highly motivated and able to work under pressure • Numerate, with experience preparing business cases for investment and compelling business proposals • Flexible approach to working hours and travel commitments • Ability to think strategically and creatively using multiple sources of information • Positive reaction to change • Articulate and well presented, with high-quality presentation skills • Strong customer orientation and commitment to superior customer service • Willingness to study for further relevant professional qualifications
• A valuable pension scheme of up to 18% (13% made up of employer contributions and 5% employee contributions) • Access to 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 • Time Off When You Need It policy • Paid parental leave covering maternity, adoption, surrogacy, and paternity leave • Private Healthcare • Critical Illness cover • Life Assurance • Additional family options for Health & Protection cover • Flexible working arrangements • Workplace adjustments and reasonable adjustments during recruitment • Networking, support and development opportunities through employee-led networks
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