Company Description
The world of investment is changing. Our vision at Legal & General Investment Management is to create a better, more sustainable future through responsible investing. We work in partnership with our clients around the globe to deliver positive long-term outcomes, while rising to the challenges of a rapidly changing world. Our clients include institutional pension funds, financial institutions, local authorities and sovereign wealth funds. To meet our clients’ complex and evolving investment needs, our investment strategies cover a broad array of asset classes and styles, including equities, bonds, property and alternatives, as well as multi-asset funds. We’re focused on continuously innovating our investment products, maintaining our reputation as experts across all asset classes, and striving to build a more responsible and sustainable future
Job Description
Role Overview
We are looking for a Regional Account Manager to cover the Midlands and North of England for our Wholesale business unit. You will be responsible for building and developing broad deep relationships with LGIM’s key Wholesale target accounts, ensuring a long term strategic relationship is maintained through proactive business planning including negotiating the appropriate commercial terms whilst coordinating the internal support resource and its deployment.
What you'll be doing
- Meeting or exceeding sales performance targets, delivering revenue by compliant product distribution.
- Developing a pro-active contact strategy for a portfolio of intermediaries, delivering the agreed revenue targets.
- Generating client leads for the Key Account Managers by securing appointments and attendees at events, ensuring client’s expectations are delivered.
- Building and maintaining a portfolio of Intermediaries, acting as the primary relationship manager. Where required, attending client meetings and events. Establishing the appropriate levels of service with each Intermediary, ensuring that both technical and value add service is delivered. Seeking to understand their business needs.
- Working with the Key Account Managers and the sales support team in identifying and developing new Intermediary relationships. Build a new pipeline of opportunities which could help to deliver against the business growth objectives.
- Developing and maintaining a good understanding of competitors and market trends. Working independently and alongside the Key Account Manager teams to identify business opportunities, incorporating these into a sales plan.
- Maintaining good knowledge of LGIM’s product range, investment philosophy and process, working closely with the LGIM (L&G Investment Management) fund management team where necessary.
- Treating Customers Fairly (TCF): Ensuring all activity is in accordance with the Group’s requirements and regulatory duties, including that customers are treated fairly in line with L&G’s Customer Experience and TCF Policy
Qualifications
- Product: Good investment knowledge and a clear understanding of the types of products typically used by Investment Managers for this client base
- Process: Good understanding of investment processes and philosophies
- External Knowledge: Detailed knowledge of Intermediaries and their business drivers. Including a clear understanding of competitors and market dynamics
- Systems: Experience with Lipper, (CRM), Salesforce and Financial Clarity would be desirable
- Communication: Excellent communication skills and a confident telephone manner
- Previous telephone sales and/or client relationship/servicing skills are essential.
- Ability to manage workflow and contact calendar to ensure follow up to all sales calls in a timely manner
- Processes information and demonstrates behaviours in order to increase the likelihood that will successfully meet the clients’ end goals.
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.
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