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.
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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