Regional Account Manager

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 clients' expectations are delivered.
• Building and maintaining a portfolio of Intermediaries acting as the primary relationship manager.
• Where required, attending client meetings and events.
• Establishing the appropriate levels of service with each Intermediary ensuring that both technical and value add service is delivered.
• Seeking to understand their business needs.
• Working with the Key Account Managers and the sales support team in identifying and developing new Intermediary relationships.
• Building a new pipeline of opportunities which could help to deliver against the business growth objectives.
• Developing and maintaining a good understanding of competitors and market trends.
• Working independently and alongside the Key Account Manager teams to identify business opportunities incorporating 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 Groups 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 a clear understanding of the types 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 a clear understanding of 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 follow up to all sales calls in a timely manner.
• Processes information and demonstrates behaviours in order to increase the likelihood that will successfully meet the clients' end goals.

Benefits:

• 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.
• 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:

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, term-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.

Remote Work: Yes

Employment Type: Full-time

Key Skills: Sales Experience, Direct Sales, B2B Sales, Cold Calling, Account Management, Territory Management, 5G, Outside Sales, Strategic Planning, Sales Management, CRM Software, Negotiation.