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Account Relationship Manager

  1. Barnsley
  2. Full-time
  3. Sales

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Company Description

Life can sometimes be unpredictable, and it pays to plan ahead. Our aim at Legal & General Retail is to help our customers plan for the unexpected, achieve financial security for their tomorrow, and protect everything that’s important to them. To better understand our customers and meet their needs, we’ve brought our protection, retirement income, savings, lending and advice, fintech and mortgage businesses under one umbrella. Created at the start of 2022 through the merging of our long-standing and trusted retail retirement and insurance businesses, we’re a fast-growing division with big, customer-centered ambitions. 


Job Description

Reporting to the Head of Business Development manage, develop and drive a portfolio of Broker and third party relationships required to achieve the growth and adoption objectives across LGMS.  As part of the LGMS distribution team identify, engage and unlock target distribution opportunities whilst continuing to manage, drive and retain existing relationships.  To engage with key internal stakeholders, including counterparts across L&G Group, and to develop an effective internal network that allows the development of commercial opportunities and proposition ideas.

What you will be doing:

  • Achieve agreed sales and adoption targets through identification and development of accounts across a range of LGMS products and propositions.  Undertake this by developing and implementing a sales plan for specified account portfolio in conjunction with the Head of Business Development leading to the achievement of LGMS commercial and adoption objectives.
  • Responsible for a portfolio of existing broker firms and 3rd parties.  Successfully manage these relationships ensuring that all commercially viable business via existing partners are retained and developed.  Business plans, heatmaps, SLA’s and all contractual agreements are in place and result in LGMS objectives being achieved. 
  • Develop, influence and onboard the self-generated pipeline of prospects from initial engagement through to launch and the lifetime of the relationship ensuring that LGMS objectives across all LGMS products and propositions are successfully achieved. Work collaboratively with colleagues across LGMS distribution channels for insight, client knowledge and support.
  • Provide input into proposition development to tailor propositions to win and retain LGMS partners by working with target accounts to understand their business challenges, creating innovative solutions through detailed questioning, and leveraging of internal and external networks ensuring that a relevant proposition is consistently offered to firms.
  • Support the Head of Strategic Accounts, Broker with the governance and process involved in assessing all new and existing clients, participate and contribute to internal governance committees to evidence and support this ensuring that they are in line with the achievement of LGMS strategy. 
  • Represent LGMS at external events where necessary.  Use these opportunities to provide education on the wider mortgage market and LGMS strategy, products and propositions.
  • Seek feedback from customers that aims to identify area’s for improvement within product design, literature administration, sales processes and provide information to relevant areas where appropriate.

Qualifications

  • Ideally CeMap or equivalent
  • High level Customer and Account Management experience in a highly competitive environment, developing proposition initiatives, maximising existing business opportunities,
  • Some knowledge of business strategy, customer communication and business planning including the development of strategic plans.
  • Some working knowledge of the UK mortgage lending market ideally with fintech experience
  • Excellent negotiation and communication skills
  • Strong Analytical Skills, customer planning, service, communication and development skills
  • Engagement, influencing, and presentation skills – in person, online via Teams/Zoom and in all written materials
  • Able to agree and implement courses of action to accomplish agreed sales targets
  • self-motivated and able to demonstrate positivity, perseverance and resilience
  • Numerate.  Able to interpret MI/financial data effectively to create robust business cases
  • Experience in B2B2C financial services or similar will be valued, to help shape propositions for end-consumer delivery
  • The role requires developing B2B2C propositions, via distribution partners

Additional Information

When you commit to Legal & General, we’ll commit to you too. That means we’ll recognise and reward your hard work, your performance and your contribution.

If you join us, you’ll get access to some great benefits, including private medical insurance, at least 25 days holiday (excluding bank holidays), a generous pension scheme, life assurance, and Income Protection. You can participate in our electric car scheme, which offers employees the option to hire a brand new electric car through tax efficient salary sacrifice. We’re also proud to offer competitive family leave. 

You’ll have the opportunity to participate in our annual, performance-related bonus plan and valuable share schemes. And then there are the many discounts we offer that you can take advantage of – both for our own products and at a range of high street stores and online offerings. 

The brand with the brolly is choosing today to change tomorrow.

Since 1836, we’ve grown to become one of the world's largest asset managers, homebuilders, pension providers and insurance brands. 

We’re all here to improve the lives of our customers, build a better society for the long term, and create value for our shareholders - helping to shape a better future for society and the planet.

We need people who share our ambitions, agility and entrepreneurial spirit to help us do it.

At L&G, you’ll find a balance that helps you be your best. Empowered by hybrid working, we’re supported by technology and workplaces that enable us to work effectively wherever we are. We come together in offices to collaborate and connect, and use time at home for individual, focused activities. And, when we achieve great things, we celebrate our success and reward strong performance.

Today, there’s over 10,000 of us, working towards our mission, with plenty of opportunities to grow your career as we grow L&G. Will you join us?

Great minds don’t have to think alike, so we welcome voices from all backgrounds. Bringing together people with different life experiences helps us build empathy with our customers and drive innovation.

We don’t just talk about it, we actively promote diversity and equitable opportunities for all. That means our employment decisions are made without regard to race, colour, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability or protected veteran status. In fact, we embrace every dimension of diversity to reflect the customers and communities we serve.

We think it’s important to create an inclusive environment where we can all belong, contribute and drive progress, where you can develop and grow, and be empowered. We want you to use your voice to help us build a better tomorrow.

We all work differently, and have different needs, which is why. we’re always open to discussing flexible working arrangements. Likewise, we’re committed to finding reasonable accommodations for candidates with specific needs during our recruiting process.

So whoever you are, wherever you are, whatever your story, we'd love to hear from you.

Great news! We will let you know when a new job like this has been added!

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