Telephone Business Development Manager

Legal & General; Cardiff; On-site; GBP 35,000 - 55,000; Full time

Benefits offered by this job

Annual bonus

Share schemes

Generous pension contribution

Life assurance

Healthcare plan

25+ days holiday + holiday buy/sell

Competitive family leave

Electric car salary Sacrifice scheme

Employee discounts

Net-zero carbon workplaces

Job summary

Legal & General is recruiting a Telephone Business Development Manager to grow intermediary partnerships and support advisers in delivering retirement outcomes for clients. The role focuses on building trust, managing portfolios and delivering targeted sales growth within the UK financial services market.

The successful candidate will manage relationships with advisers, use Salesforce for planning and attend industry events to drive opportunities.

Qualifications

• Experience in sales, business development or intermediary relationship management.
• Knowledge of pensions, retirement or broader financial services markets.
• Strong communication and influencing skills.
• Ability to build trust and long-term professional relationships.
• Commercial awareness with a target-driven approach.
• Experience managing stakeholder portfolios.
• Confidence working with CRM systems such as Salesforce.
• RO1 qualification or willingness to work towards it preferred.

Responsibilities

• Managing a portfolio of intermediary firms across the Central region.
• Building strong relationships with advisers and key stakeholders.
• Identifying opportunities to grow sales and market share.
• Delivering a structured telephone contact strategy.
• Using Salesforce and market data to inform activity planning.
• Supporting intermediary firms with product and proposition knowledge.
• Attending and following up industry events and conferences.
• Sharing market insight and intermediary feedback with internal teams.

Skills

Sales experience

Intermediary management

Pensions knowledge

CRM (Salesforce)

Communication skills

Target-driven

Stakeholder management

Tools

Salesforce

Job description

Legal & General (L&G) is a leading UK financial services group and major global investor.

We’ve been safeguarding people’s financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders.

We are one of the world’s largest asset managers and provide powerful asset origination capabilities. Together, these underpin our retirement and protection solutions: we are an international player in pension risk transfer, in UK and US life insurance, and in UK workplace pensions and retirement income.

Who we are

Our Retail business supports customers throughout their lives, to help them save, plan, protect and enjoy retirement.

We’re a leading provider of retirement and protection solutions. We aim to support our c.12.8 million policyholders and workplace members throughout their lifelong financial journeys.

We focus on helping the customers of today and tomorrow achieve better long-term outcomes. We either talk with them directly or work with intermediaries and employers to meet their needs. We use the latest technology to connect with them quickly, efficiently and wherever possible in highly personalised ways.

Job Description

We’re recruiting for a Telephone Business Development Manager to join us. We’re offering a competitive base salary.

At Legal & General Retirement, we're looking for a relationship-focused Telephone Business Development Manager to help grow our intermediary partnerships and support advisers in delivering great retirement outcomes for their clients.

This is an exciting opportunity for someone who enjoys building relationships, working towards targets and developing commercial opportunities within the financial services market.

What you’ll be doing:

• Managing a portfolio of intermediary firms across the Central region
• Building strong relationships with advisers and key stakeholders
• Identifying opportunities to grow sales and market share
• Delivering a structured telephone contact strategy
• Using Salesforce and market data to inform activity planning
• Supporting intermediary firms with product and proposition knowledge
• Attending and following up industry events and conferences
• Sharing market insight and intermediary feedback with internal teams

Who we’re looking for:

• Experience in sales, business development or intermediary relationship management
• Knowledge of pensions, retirement, annuities or broader financial services markets
• Strong communication and influencing skills
• Ability to build trust and long-term professional relationships
• Commercial awareness and a target-focused approach
• Experience managing stakeholder portfolios
• Confidence working with CRM systems such as Salesforce
• RO1 qualification or willingness to work towards it preferred

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
• Healthcare Plan (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 (permanent employees only)
• There are many discounts we offer – both for our own products and at a range of high street stores and online
• We’re creating net-zero carbon workplaces by 2030 by investing in our sustainable, modern offices across the UK, all designed to bring people together and elevate the in-person experience

Additional Information

At L&G, we believe it's possible to generate positive returns today while helping to build a better future for all.

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 care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part-time and job shares. Although some roles have limited flexibility due to customer demand, we accommodate requests when we can.

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.