Company Description

Life can sometimes be unpredictable, and it pays to plan ahead. Our aim at Legal & General Retail is to help our customers plan for the unexpected, achieve financial security for their tomorrow, and protect everything that’s important to them. To better understand our customers and meet their needs, we’ve brought our protection, retirement income, savings, lending and advice, fintech and mortgage businesses under one umbrella. Created at the start of 2022 through the merging of our long-standing and trusted retail retirement and insurance businesses, we’re a fast-growing division with big, customer-centered ambitions. 

Job Description

To support the Key Relationship Manager/s (KRM) to maintain and grow relationships within a specified account portfolio nationally. To support the sales, profitability and adoption targets across all products and propositions cost effectively and ethically.

What you will be doing:

• Develop sales and distribution plans in conjunction with the Key Relationship Manager  to develop key accounts across a range of LGMS products and propositions to support the achievement of  income and adoption targets across LGMS and develop multi-level relationships within the Key Partner firms.
• Build relationships with account portfolio at AR/adviser level to promote LGMS as the preferred Mortgage Club for mortgages, technology and other propositions, relationships should be developed and maintained at seller level for targeted accounts as agreed with the KRM to m.  . aximise the use of SalesForce to ensure useful Management Information and marketing
• strategy can be derived from the data and records are as accurate as possible
• Work in an effective partnership with the wider LGMS teams, so that adoption plans and contact strategies are implemented, and that information is shared and communicated to maximise opportunities ensuring that LGMS achieves all commercial and adoption objectives.
• Represent LGMS at external events where necessary.  Use these opportunities to provide education on the wider mortgage market and LGMS strategy, products and propositions.
• Respond  and resolve  customer escalations / complaints in difficult and sensitive situations with sympathy and empathy in order to resolve customer and account issues.
• Conduct regular review meetings and workshops where necessary to ensure that each firm is engaged and fully utilising the value of products and propositions offered by LGMS ensuring that Key Partner firms are retained and that LGMS objectives are achieved.
• Seek feedback from customers that aims to identify area’s for improvement within product design, literature administration, sales processes and provide information to relevant areas where appropriate

Qualifications

• CeMap or equivalent is preferred
• Mortgage or sales experience preferred
• Fintech knowledge preferred
• Mortgage market knowledge including advisory processes/journey preferred
• Sales skills and general best practice
• Maintain a high level of knowledge on all relevant products and propositions, understanding current and future legislation that may affect accounts along with key competitor contracts to handle objections.  Keep up to date with market trends and provide feedback to the Head of Broker Relationships.
• Analytical Skills, customer planning, service, communication and development skills
• Engagement, influencing, and presentation skills – in person, online via Teams/Zoom and in all written materials
• Able to agree and implement courses of action to accomplish agreed sales targets
• self-motivated and able to demonstrate positivity, perseverance and resilience
• Numerate.  Able to interpret MI/financial data effectively
• Experience in B2B2C financial services or similar will be valued, to help shape propositions for end-consumer delivery

Additional Information

When you commit to Legal & General, we’ll commit to you too. That means we’ll recognise and reward your hard work, your performance and your contribution.

If you join us, you’ll get access to some great benefits, including private medical insurance, at least 25 days holiday (excluding bank holidays), a generous pension scheme, life assurance, and Income Protection. You can participate in our electric car scheme, which offers employees the option to hire a brand new electric car through tax efficient salary sacrifice. We’re also proud to offer competitive family leave. 

You’ll have the opportunity to participate in our annual, performance-related bonus plan and valuable share schemes. And then there are the many discounts we offer that you can take advantage of – both for our own products and at a range of high street stores and online offerings. 

The brand with the brolly is choosing today to change tomorrow.

Since 1836, we’ve grown to become one of the world's largest asset managers, homebuilders, pension providers and insurance brands. 

We’re all here to improve the lives of our customers, build a better society for the long term, and create value for our shareholders - helping to shape a better future for society and the planet.

We need people who share our ambitions, agility and entrepreneurial spirit to help us do it.

At L&G, you’ll find a balance that helps you be your best. Empowered by hybrid working, we’re supported by technology and workplaces that enable us to work effectively wherever we are. We come together in offices to collaborate and connect, and use time at home for individual, focused activities. And, when we achieve great things, we celebrate our success and reward strong performance.

Today, there’s over 10,000 of us, working towards our mission, with plenty of opportunities to grow your career as we grow L&G. Will you join us?

Great minds don’t have to think alike, so we welcome voices from all backgrounds. Bringing together people with different life experiences helps us build empathy with our customers and drive innovation.

We don’t just talk about it, we actively promote diversity and equitable opportunities for all. That means our employment decisions are made without regard to race, colour, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability or protected veteran status. In fact, we embrace every dimension of diversity to reflect the customers and communities we serve.

We think it’s important to create an inclusive environment where we can all belong, contribute and drive progress, where you can develop and grow, and be empowered. We want you to use your voice to help us build a better tomorrow.

We all work differently, and have different needs, which is why. we’re always open to discussing flexible working arrangements. Likewise, we’re committed to finding reasonable accommodations for candidates with specific needs during our recruiting process.

So whoever you are, wherever you are, whatever your story, we'd love to hear from you.