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Sales Support Specialist

4 months ago

United Kingdom Legal & General-PJP Full time

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-centred ambitions.  Would you like to provide vital Sales administration/support, in a FTSE 100 business? If you have office experience, in a customer service, administration, or support role, then this is a challenging and varied role that shouldn’t be missed.
In this exciting role, you’ll actively support the growth and retention of Legal & General’s Group Protection (GP) business, by providing a comprehensive administration and support service to the distribution team. Assisting in delivering Group Protection distribution targets, by providing sales focused, professional and accurate service that leads to profitable growth.
Actively developing strong relationships with key personnel within the Intermediary firms and proactively follow up quotes as agreed with the account manager, ensuring that all correspondence is logged on the Salesforce CRM system.
Daily use of Salesforce CRM system to record own activity and work alongside relevant account manager to use this information to identify opportunities.
Ensuring Legislative, Revenue, Disclose and Regulatory requirements, which apply, to Group Protection are adhered to and that Legal & General’s standards and policies are upheld.
Office-based experience in a customer service, administration, or support role. (If you’ve had experience in a Sales role then this would be highly beneficial).
Able to manage time effectively and display priority planning with the ability to use own initiative and be proactive.
Experience of using Teams, Office 365, Outlook, Word & Excel. You'll be makingdaily use of the phone for incoming and outgoing calls.
Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. The opportunity to participate in our annual, performance-related bonus plan and valuable share schemes
Generous pension contribution
Life assurance
Private medical insurance (permanent employees only)
At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday
Competitive family leave
Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice
There are the many discounts we offer – both for our own products and at a range of high street stores and online
Legal & General is a leading financial services organisation, named Britain’s Most Admired Company in 2023, for the second year running. Rated top in our sector and top for inspirational leadership, we have a strong heritage and an exciting future. 
We’re one of the world's largest asset managers, homebuilders, pension providers and insurers. Empowered through initiatives which support people to develop their careers and excel. 
We strive to be open, mindful, and inclusive, so are always willing to discussing flexible working arrangements and reasonable accommodations for candidates with specific needs. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose.