Life Insurance Sales Advisor

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  Life Insurance Sales Advisor's to join our growing Partnership Protection team. 

Do you thrive when working towards targets? Are you looking for a hybrid role where you’ll work 3 days from home and 2 days in our Cardiff office? If so, come and join us!  No previous sales experience required, and all applications will be considered. Full training will be provided, as well as regular on job coaching and support.

We work on a shift basis between the days and hours of 8.30am - 8pm Monday - Friday, and 9am-1pm on Saturdays (every Saturday). You will work a total of 35 hours per week.

Our excellent monthly bonus scheme (discretionary) means you could earn up to an additional £800 per month on top of your base salary of £23,750.

You will promote our products in a positive and compliant way, providing our customers with the detailed and accurate information they need to enable them to make informed choices across a range of partners that rely on L&G to provide outstanding service to their customers, and support our vision to make their lives better.

What you'll be doing:

• Taking ownership of partners leads by using a confident sales approach, building rapport and providing the highest levels of customer service at all times
• Asking open questions to understand all relevant customer information, establishing needs and explaining product features clearly and accurately
• Evidencing a passion for sales by being dynamic, self-motivated, and utilising both inbound and outbound opportunities to consistently achieve targets
• Managing internal and external customer experience and demonstrating effective management of inbound and outbound workload to ensure customers receive their promised contact within agreed timescales, demonstrating flexibility to support the overall Direct Sales needs where appropriate
• Demonstrating an excellent knowledge of our products across a range of Partners and a well-developed ability to follow processes and use the systems to generate business
• Proactively managing own personal development to reach potential and consistently demonstrating Legal and General’s company values
• Ensuring customers receive appropriate, clear, and transparent information, both verbal and written about relevant products, with detailed explanations being given where appropriate to drive the right customer outcomes

Who we're looking for:

• People who love helping people 
• Self-motivated and target-driven individuals
• Strong communication skills and a passion to support customers, whatever their personal circumstances
• Strong calendar/diary management skills
• Confidence in using a desktop or laptop and experienced in using MS Office
• Ability to manage multiple tasks and meet deadlines
• Flexibility to work shifts and adapt to changing schedules
• A commitment to promoting diversity and inclusion in the workplace

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 

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.