Life Insurance Sales Advisor

2 weeks ago

Cardiff Wales, Wales, United Kingdom Legal & General Full time

Legal & General supports the savings, protection and retirement needs of around 14 million people, through our portfolio of retail and workplace businesses.

Our Retail division helps people enjoy a more colourful retirement, both directly and through their employers, including Lifetime Mortgages, Retirement Interest Only Mortgages and financial advice on our range of lending products.

We are the UK’s number one individual life insurer, and also provide Group Protection products for employers – all helping people to plan for the unexpected. We support home buying through our Mortgage Club – the UK’s largest – and our award-winning Surveying Services team. And our fintech team finds and supports socially useful start-ups and scale-ups working in the workplace, home, insurance and wealth areas.

Joining us means helping create brighter financial futures for all our customers.

Job Description

We’re recruiting for  Partnership Protection Specialists to join our growing team.

Do you thrive when working towards targets? Are you looking for a hybrid role where you’ll work 3 days from home and 2 days in our Cardiff office? If so, come and join us No previous sales experience required, and all applications will be considered. Full training will be provided, as well as regular on job coaching and support.

We work on a shift basis 8.30am - 8pm Monday - Friday and 9am-1pm on Saturdays (1 in 2 rotation).

Our excellent monthly bonus scheme (discretionary) means you could earn up to an additional £800 per month on top of your base salary of £22,500.

You will promote our products in a positive and compliant way, providing our customers with the detailed and accurate information they need to enable them to make informed choices across a range of partners that rely on L&G to provide outstanding service to their customers, and support our vision to make their lives better.

What you'll be doing:

  • Take ownership of partners leads by using a confident sales approach, building rapport and providing the highest levels of customer service at all times
  • Ask open questions to understand all relevant customer information, establish needs and explain product features clearly and accurately
  • Evidence a passion for sales by being dynamic, self-motivated, and utilising both inbound and outbound opportunities to consistently achieve targets
  • Manage internal and external customer experience and demonstrate effective management of inbound and outbound workload to ensure customers receive their promised contact within agreed timescales. Demonstrate flexibility to support the overall Direct Sales needs where appropriate
  • Demonstrate an excellent knowledge of our products across a range of Partners and a well-developed ability to follow processes and use the systems to generate business
  • Proactively manage own personal development to reach potential and consistently demonstrate Legal and General’s company values
  • Ensure customers receive appropriate, clear, and transparent information, both verbal and written about relevant products, with detailed explanations being given where appropriate to drive the right customer outcomes

Qualifications

Who we're looking for:

The skills below are really important to us. Rest be assured, we will show you the L&G way. You’ll be in our office based induction for the first 6 weeks so, you’ll have the tools you need before you start helping our customers and clients.

  • People who love helping people People who are straightforward, ambitious, authentic, collaborative, and purposeful
  • Self-motivated and target driven people
  • Strong communication skills and a passion to support customers, whatever their personal circumstances
  • Strong calendar/diary management skills
  • Confidence in using a desktop or laptop and experienced in using MS Office

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:

  • Monthly performance related bonus (discretionary and based on performance metrics)
  • 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

Additional Information

Legal & General is a leading financial services group and major global investor, 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 aim to build a better society for the long term by investing our customers’ money in things that make life better for everyone.

If you join us, you’ll be part of a welcoming 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.

If you’re open to find out more, we'd love to hear from you.

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