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Legal & GeneralLondon- Permanent
- Permanent
Job Description
We’re recruiting for a Sales Executiveto join our Wholesale Distribution team to provide high quality sales support to intermediary clients and Sales Managers. Acting as the interface between the Wholesale sales team and other areas of the business including Marketing, Operations, Client Service and Fund Management teams in order to seek timely resolution to client queries.What you'll be doing :
- Contributing to sales activity by co-ordinating meetings, emails and client follow ups. Proactively identifying sales opportunities and communicating these to the Investment Sales Managers
- Providing dedicated sales support to investment sales managers including maintaining an organised database of consolidated information, supporting material and records of sales activity
- Providing consolidated information obtained from marketing, fund operations, compliance, legal and fund management areas to the sales team for use in the sales process
- Acting as a conduit between the sales team and the above areas of L&G to ensure the demands of the sales effort are delivered satisfactorily.
- Providing high quality support to Wholesale clients dealing with technical queries both pre and post-sale by responding to all inbound client queries
- Monitoring the customer experience to ensure that customers are treated fairly in line with L&G’s Treating Customers Fairly (TCF) policy and that customer feedback is passed to the relevant areas
- Maintaining detailed level of knowledge of L&G Investments Unit Trust, S / ICAV and ETF ranges and the investment philosophy and process and be able to communicate this to clients and Sales Managers
- Being aware of the Consumer Duty regulation whilst undertaking own role and supporting the Wholesale Distribution Team as they put customer and client interests at the centre of the business and ensure the delivery of good customer outcomes.
QualificationsWho we're looking for :
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 :
Additional InformationLegal & General is a leading financial services organisation, named 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. Share this article