Key Relationship Manager

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. Together, these underpin our retirement and protection solutions: we are an international player in pension risk transfer, in UK and US life insurance, and in UK workplace pensions and retirement income.

L&G Retail supports the savings, protection and retirement needs of around 14 million people, through our portfolio of retail and workplace businesses.

Our Retail division helps people enjoy a more colourful retirement, both directly and through their employers, including Lifetime Mortgages, Retirement Interest Only Mortgages and financial advice on our range of lending products.

We are the UK’s number one individual life insurer, and also provide Group Protection products for employers – all helping people to plan for the unexpected. We support home buying through our Mortgage Club – the UK’s largest – and our award-winning Surveying Services team. And our fintech team finds and supports socially useful start-ups and scale-ups working in the workplace, home, insurance and wealth areas.

Joining us means helping create brighter financial futures for all our customers. 

We’re recruiting for a Key Relationship Manager to develop and manage key accounts within a specified account portfolio nationally, to meet or exceed sales and profitability and adoption targets across all Legal & General Mortgage Services (LGMS) products and propositions, cost effectively and ethically. 

What you'll be doing:

• Achieving agreed sales targets by identifying and developing key accounts across a range of Mortgage Club products and propositions, developing and implementing a sales and marketing plan for a specified account portfolio with the Head of Strategic Accounts, Broker
• Building relationships with account portfolios and their top-producing firms to establish Legal & General as the preferred Mortgage Club for mortgages, technology, and other propositions, seeking out and developing new business opportunities, and deepening relationships with partners
• Developing, influencing, and onboarding a self-generated pipeline of prospects from initial engagement through to launch and the lifetime of the relationship, working with colleagues across LGMS distribution channels for insight, client knowledge, and support, and leading internal governance approvals where required
• Working in effective partnership with all Distribution team members where appropriate, implementing business plans and contact strategies, and sharing and communicating MI from the specified account portfolio to maximize opportunities
• Developing a governance strategy with your account portfolio to ensure delivery of an appropriate contact strategy with support and involvement from internal stakeholders, holding regular review meetings, joint management committees, strategy days, and workshops
• Maintaining a high level of knowledge on all relevant products and propositions, understanding current and future legislation that may affect your accounts along with key competitor contracts, and handling objections to stay up to date with market trends, providing feedback to the Head of Strategic Accounts, Broker
• Maintaining a high level of presentation skills and, in conjunction with the Head of Strategic Accounts, Broker Relationships, developing and delivering one-to-one, group presentations, and training sessions to your account portfolio and a wider audience
• Ensuring customers have sufficient information to understand when advice may be required and, where appropriate, ensuring customers have access to suitably qualified advisers in line with Consumer Duty accountabilities

Who we're looking for:

• CeMap or CII qualifications (or equivalent) desirable but non-essential
• Prior experience in a similar role preferable 
• Marketing methods to assist business providers in day to day sales activity and campaign planning to achieve income growth
• Mortgage distribution strategy, to effectively target and increase profile
• Significant mortgage market knowledge
• Knowledge of the market related changes, to spot opportunity for business growth and improvement

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
• 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 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 

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 discussing 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.