Jack Cowan

• Responsible for maintaining key strategic relationship within the business.
• Help drive AUA through identification of opportunities and key partnerships.
• Identified potential risks, ensured proper risk management measures were in place.
• Built lasting relationships with key stakeholders through consistent engagement
• Managed long-term customer relationships to increase revenue.

· Work with BDMs and the wider sales function to help deliver annual targets and support key clients every step of the way

· Work directly with key adviser firms to support the onboarding of new clients on to the M&G Wealth Platform.

· Extensively knowledge of Platform space to help identify new sales opportunities for BDMs

· Deliver presentations and demonstrations daily to adviser firms on how to work with M&G Wealth to reduce risk in their business, increase profitability and deliver positive client outcomes

· Responsible for overseeing up to 80 firms to deliver training, promote our proposition and maximise the use of our digital capabilities

· Key strategic relationship management with Openwork – key partner in the wider growth strategy.

· Demonstrate M&G values through effective practices and positive outcomes

· Work closely with both telephone and field based account managers to help them deliver their annual targets

· Ensure knowledge is of an exceptional level across all products including pensions and investments to support both Account Managers and Financial Advisers

· Identify new sales opportunities through sales skills developed to open up new avenues for Account Managers within the business

· Work with colleagues within the department to help develop their sales skills through one to one coaching and larger coaching sessions

· Build and maintain key account relationships both internally and externally with financial advice firms to promote the Prudential proposition

· Ensure strict adherence to compliance processes on a daily basis

· Deliver personal sales targets from a panel of Intermediaries and develop new Intermediary relationships, growing your panel through building strong relationships.

· Deliver sales presentations to Intermediaries promoting new and existing sales opportunities, using these sessions to identify and promote new sales opportunities.

· Comply with the Sales Process and Compliance reporting requirements, ensuring a smooth efficient and professional sales process for the customer.

· Support and follow-up central sales campaigns and national Partnership events, aligning colleagues and resources to maximise profitable new business production.

· Work with key stakeholders in the group including New Business, Servicing Teams, Business Support to deliver best customer outcomes to a panel of Intermediaries

· Develop and maintain excellent business to business relationships with intermediaries and sales consultants

· Maintain high activity levels whilst ensuring high quality demonstrations to secure business

· Identify and promote new sales opportunities by telephone to panels of account managers (up to 25 at a time)

· Manage my time and diary effectively

· Support colleagues new to the role to integrate them to the team and achieve sign off and mentor them through their first year through developing training plans, one to one coaching and responsibility for them being signed off within time scales.

· Maintain strong knowledge of competitors to position Royal London for best customer outcomes

· Ensure I am a subject matter expert on technology and systems used by advisers to make it easy to do business with Royal London. Systems include Selectapension, O&M Profiler, Defaqto, Distribution Technology and the suite of Royal London tools

· Arrange and deliver presentations within team meetings to position how I can support my colleagues and an advisers business

· Pro-actively engage with colleagues to position how I can help support and add value to their adviser relationships.

· Take the lead on key projects and work with other key stakeholders in the business to support on new technology

· Demonstrate best working practice shared throughout the department and wider unit

· Mentor colleagues to identify development areas and look to build effective training plan together with sales training

· Work with Employers, Financial Advisers and Stakeholders to deliver an Automatic Enrolment Solution

· Deliver presentations to IFAs and employers positioning the benefits of Royal London for group business

· Implement group schemes within tight deadlines with a focus on risk and compliance and delivering an excellent experience with Royal London

· Project manage a pipeline of schemes using time management, expert knowledge of regulations and differing criteria to deliver implementation and ongoing support.

· Train and support new members in the department to ensure they are signed off and working to a high level with key stakeholders

· Mentor newer starts in the department and work directly with training team to develop training and sign off processes

· Engage with colleagues in servicing to upskill their knowledge of Auto Enrolment

· Ensure I am a subject matter expert on implementation to be in a position to deal with the setup of complex group schemes.

· Work with sales consultants and financial advisers to manage pipeline of protection new business

· Work to tight deadlines to ensure best customer outcomes and cases on risk

· Build relationships with advisers and sales consultants to be seen as a trusted individual who will deliver what they state they will

· Be first point of contact for a panel of advisers regarding protection new business queries

· Work within a team to ensure deadlines and work managed pro-actively

· Record all details to a high level using multiple systems

· Support new starts within the department and be seen as a go-to person regarding underwriting knowledge.