Senior Sales Executive (fixed term contract)

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 Senior Sales Executive to join us on a 12 month maternity cover contract. You will be providing high quality relationship support to all Strategic Partnership clients and to the sales management team. Acting as an 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.

Contribute to achieving the aspirational Wholesale sales target on business from Third Party and Strategic Accounts, discretionary brokers and IFA’s, by working closely with the Investment Sales Managers to develop and implement a contact plan and objective strategy.

What you’ll be doing:

• Providing dedicated support to Investment Sales Managers. Working closely with sales managers in developing and implementing a contact strategy and account management plans. Understanding the client opportunity by conducting analysis at the account and portfolio level. Leading client meetings and emails and client follow up where required.
• Providing high quality client support to clients by dealing with complex technical queries. Understanding client needs and ensuring that internal teams and resources are aligned to deliver against the client expectations. Working with product specialists and fund managers where required to provide detailed fund information.
• Organising LGIM client events and fund manager meetings for key clients where required, ensuring compelling agendas by understanding the economic environment and client needs. Generating client leads by securing appointments and attendees at internal and external events. Hosting fund managers and clients in a professional and friendly manner. Identifying opportunities for follow up through engaging with clients and understanding their business needs.
• Delivering presentations at external events where required, developing and maintaining strong presentation skills. Building a professional external profile for LGIM with industry contacts by attending industry events and representing LGIM at client seminars where required.
• Acting as a conduit between all areas of LGIM including Fund Managers, Investment Sales Managers, Marketing, Legal and Compliance, ensuring the needs of intermediary clients are met. Providing detailed account briefings both pre and post fund manager meetings. Ensuring strategic marketing plans are delivered and compliant with LGIM policies and regulations.
• Maintaining a detailed level of knowledge of LGIM’s fund range and investment philosophy and process, across Unit Trusts, ICAV, SICAV and ETFs and be able to communicate this to clients and Sales Managers.
• Acting as a mentor for new team members, providing guidance and detailed information on LGIM products, process and policies. Identifying training requirements and development needs and providing feedback to the Sales Support Manager.
• Monitoring the customer experience to ensure that customers are treated fairly in line with L&G’s TCF (Treating Customers Fairly) policy and that customer feedback is passed to the relevant areas.

Qualifications

Who we’re looking for:

• Communication skills: Ability to liaise with senior stakeholders and key relationships and consolidate detailed information into concise summaries.
• Industry knowledge: A high level of understanding of the distribution and Fund Management environment within the Asset Management industry.
• Experience providing sales support to multiple internal and external stakeholders.
• Either hold or willing to work towards investment qualifications.

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.

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