Sales Executive - Legal & General

Jobs via eFinancialCareers; London; On-site; GBP 35,000 - 65,000; Full time

Job summary

An established industry player is seeking a Sales Executive to enhance their Wholesale team. This role involves providing exceptional sales support to intermediary clients while collaborating with various departments to ensure client satisfaction. You'll be proactive in identifying sales opportunities and maintaining organized sales records. With a focus on the European Wholesale market, this position offers a chance to engage with senior stakeholders and contribute to a dynamic sales environment. Join a company committed to responsible investment and a culture that values diversity and inclusion, where your contributions can make a significant impact.

Benefits

Annual performance-related bonus plan

Generous pension contribution

Life assurance

Private medical insurance

At least 25 days holiday

Competitive family leave

Electric car scheme

Discounts on products and stores

Redesigned collaborative workspaces

Qualifications

• Strong communication skills to liaise with senior stakeholders.
• High understanding of distribution and Fund Management in Asset Management.

Responsibilities

• Coordinate sales activities and support investment sales managers.
• Provide high-quality support to clients and monitor customer experience.

Skills

Communication skills

Industry knowledge

Client Service

Relationship Management

Sales support

Education

Degree qualified

Investment qualification (e.g. IMC)

Job description

Company Description

Legal & General is one of Europe's largest asset managers, providing clients and partners with complex, responsible investment solutions, across public and private markets. As a global investor, we are present where our clients most need us - from Hong Kong and Singapore, to Chicago and major European financial hubs.

Created by combining our investment management (LGIM) and asset origination (LGC) capabilities, our Asset Management division works with our Institutional Retirement and Retail divisions to benefit our clients and customers - which include individual savers, pension scheme members and global institutions - and deliver enhanced shareholder returns.

Joining us means becoming part of a market-leading team, with capabilities across the full spectrum of asset classes, with an enduring commitment to responsible investment and creating long-term, sustainable value for our clients and partners.

Job Description

We're recruiting for a Sales Executive to join our Wholesale team, focused on providing high-quality sales support to European Wholesale intermediary/platform clients and Sales Managers. In this role, you will be acting as an interface with all areas of the business including Marketing, Operations, Client Service, and Fund Management teams in order to seek timely resolutions to client queries.

What you'll be doing:

1. Contributing to sales activity by coordinating meetings, emails, and client follow-up. Being proactive in identifying sales opportunities and communicating these to the Investment Sales Managers.
2. Providing dedicated sales support to investment sales managers, including maintaining an organized database of consolidated information, supporting material, and records of sales activity.
3. Providing consolidated information obtained from category management, marketing, fund operations, client servicing, and fund management areas to the sales team for use in the sales process.
4. 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.
5. Providing high-quality support to Swiss and GFI clients, dealing with technical queries both pre- and post-sale by responding to all inbound client queries.
6. Monitoring the customer experience to ensure that customers are treated fairly in line with L&G's TCF policy and that customer feedback is passed to the relevant areas.
7. Maintaining a detailed level of knowledge of L&G Investments unit trust, S/ICAV, and ETF ranges and the investment philosophy and process, and being able to communicate this to clients and Sales Managers.

Qualifications

Who we're looking for:

1. Communication skills: The ability to liaise with senior stakeholders and key relationships and consolidate detailed information into concise summaries.
2. Industry knowledge: A high level of understanding of the distribution and Fund Management environment within the Asset Management industry.
3. Experience of Wholesale Markets, Client Service and Relationship Management.
4. Experience or knowledge of European Wholesale Platforms and/or Swiss Clients would be desirable.
5. Ideally the role holder will be degree qualified and have an investment qualification e.g. IMC.

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.

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 discuss 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.