Sales Executive

The world of investment is changing. Our vision at Legal & General Investment Management is to create a better, more sustainable future through responsible investing. We work in partnership with our clients around the globe to deliver positive long-term outcomes, while rising to the challenges of a rapidly changing world. Our clients include institutional pension funds, financial institutions, local authorities and sovereign wealth funds. To meet our clients’ complex and evolving investment needs, our investment strategies cover a broad array of asset classes and styles, including equities, bonds, property and alternatives, as well as multi-asset funds. We’re focused on continuously innovating our investment products, maintaining our reputation as experts across all asset classes, and striving to build a more responsible and sustainable future.

Closing date for applications: 07/05/2024

Role Overview 

Providing high quality sales support to Wholesale intermediary clients and Sales Managers. Acting as the interface between the Wholesale sales team and other areas of the business including Marketing, Operations, Client Service and Fund Management teams in order to seek timely resolution to client queries.

What you'll be doing 

• Contributing to sales activity by co-ordinating meetings, emails and client follow ups. Proactively identifying sales opportunities and communicating these to the Investment Sales Managers
• Providing dedicated sales support to investment sales managers including maintaining an organised database of consolidated information, supporting material and records of sales activity
• Providing consolidated information obtained from marketing, fund operations, compliance, legal and fund management areas to the sales team for use in the sales process
• Acting as a conduit between the sales team and the above areas of L&G to ensure the demands of the sales effort are delivered satisfactorily.
• Providing high quality support to Wholesale clients dealing with technical queries both pre and post-sale by responding to all inbound client queries
• Monitoring the customer experience to ensure that customers are treated fairly in line with L&G’s Treating Customers Fairly (TCF) policy and that customer feedback is passed to the relevant areas
• Maintaining detailed level of knowledge of L&G Investments Unit Trust, S/ICAV and ETF ranges and the investment philosophy and process and be able to communicate this to clients and Sales Managers
• Monitoring customer experience, ensuring that customers are treated fairly in line with L&G’s TCF policy and that customer feedback is passed to the relevant areas
• Being aware of the Consumer Duty regulation whilst undertaking own role and supporting the Wholesale Distribution Team as they put customer and client interests at the centre of the business and ensure the delivery of good customer outcomes.

• Ideally the role holder will be degree qualified and have (or willing to work towards) an investment qualification e.g. IMC
• Communication skills: Ability to liaise with senior stakeholders and key relationships and consolidate detailed information into concise summaries
• Industry knowledge: An understanding of the Sales/Distribution and Fund Management environment within the Asset Management industry
• Experience of Wholesale Markets, Client Service and Relationship Management desirable 

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.