Regional Account Manager

Regional Account Manager – Legal & General

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. 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, and an enduring commitment to responsible investment and creating long-term, sustainable value for our clients and partners.

Job Description

We are looking for a Regional Account Manager to build and develop broad deep relationships with L&G’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. Attend client meetings and events as required. Establish the appropriate levels of service with each intermediary, ensuring that both technical and value-add service is delivered. Seek 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 to deliver against growth objectives
• Developing and maintaining a good understanding of competitors and market trends. Work independently and with the Key Account Manager teams to identify business opportunities and incorporate these into a sales plan
• Maintaining good knowledge of L&G Asset Management’s product range, investment philosophy and process, working closely with the 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

• Good investment product knowledge and understanding of products typically used by Investment Managers for this client base
• Good understanding of investment processes and philosophies
• Detailed knowledge of Intermediaries and their business drivers, including understanding competitors and market dynamics
• Experience with Salesforce and Finscape would be desirable
• 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 timely follow-up to all sales calls
• Process information and demonstrate behaviours to increase the likelihood of meeting clients’ end goals

What 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
• Electric car salary sacrifice scheme (permanent employees only)
• Discounts on our products and a range of high street stores and online
• Wellbeing-focused workspace initiatives in redesigned offices

Additional Information: At L&G, we believe it’s possible to generate positive returns today while helping to build a better future for all. We care about outcomes and are open to flexible working options including part-time, term-time and job shares where possible.

It doesn’t matter if you don’t meet every single criterion in this advert. Think about what you excel at and what you can bring in terms of strengths, potential and connection to our purpose.