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Financial Consultant - Protection Adviser

  1. Cardiff
  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-centred ambitions.  


Job Description

We’re recruiting for a Financial Consultant to join us. We’re offering a competitive base salary and quarterly incentive scheme based bonus

    What you'll be doing:

    • Providing financial advice to customers to sell protection products
    • Managing long term relationships with customers and ensure they treated fairly
    • Building strong relationships with the lead providers team
    • Working flexibility around our customers’ needs and speaking to them when they are available; sometimes out of core office hours
    • Ensuring all appropriate information is shared with the customer and documented correctly

     


      Qualifications

      Who we're looking for:

      • Someone with the drive and desire to move into a sales based role,
      • CF1 qualification is a must for this
      • Great attention to detail with strong time management, organisational and administrative skills
      • Someone who can fully understand the customers needs and be able to give the best advice and experience
      • An understanding of Protection products would be advantageous but not essential, this can all be taught

      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 organisation, 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’re one of the world's largest asset managers, homebuilders, pension providers and insurers. Connecting to form a unique business model which drives value for our customers and society. And enabling our people to create impact through work that is meaningful and valued.  

      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 strive to be open, mindful, and inclusive, so are always willing to discussing flexible working arrangements and reasonable accommodations for candidates with specific needs. 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. 

      If you’re open to find out more, 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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