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Sales Support Consultant
3 months ago
Life can sometimes be unpredictable, and it pays to plan ahead. Our aim atLegal & General Retailis 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.
Job DescriptionWould 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. This is a fantastic opportunity for you to join a friendly and welcoming team, that are highly collaborative. You'll be working in a very niche, and highly valuable, area of the business, where there is ample opportunity for you to develop new skills.
What you'll be doing:
- Assisting in delivering Group Protection distribution targets, by providing sales focused, professional and accurate service that leads to profitable growth.
- Actively discussing, negotiating, capturing and analysing Intermediary requirements enabling the most appropriate route for both quotations and queries.
- 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.
- Maintaining a high level of knowledge of products, trends and developments in Group Protection market and ensure appropriate feedback is communicated to ensure our position in the marketplace is maintained.
- Assisting in the preparation of materials for and attend Roadshows where appropriate, to ensure customers have a clear understanding of L&G Products.
- 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.
Who we're looking for:
- 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).
- Previous success working in a dynamic environment, dealing with a variety of different tasks.
- A high level of communication skills are essential.
- Attends and contributes to regular team meetings / calls.
- 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. Develops good contacts internally and externally and negotiates effectively with them.
- An effective listener. You'll be makingdaily use of the phone for incoming and outgoing calls.
- Aim to pass CII GR1 exam within first 18 months.
Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer:
- 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
- In 2023, some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart
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.Connecting to form a unique business model which drives value for our customers and society. And enabling our people to create impact through work that is meaningful and valued.
If you join us, you'll be part of a welcoming, inclusive culture, with opportunities to collaborate with people of diverse backgrounds, views, and experiences. Guided by leaders with integrity who care about your future and wellbeing. 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. It doesn't matter if you don't meet every single criterion in this advert. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose.
If you're open to find out more, we'd love to hear from you.
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