Sales Executive

We are Legal & General Investment Management (LGIM), the asset-management arm of Legal & General Group. Our purpose is to create a better future through responsible investing. We strive to achieve this through a strong sense of partnership with our clients, working together to achieve positive long-term outcomes. We draw on industry-leading expertise to innovate constantly across public and private assets, index and active strategies. And we are a responsible investor, rising to the challenges of a rapidly changing world. 

We are truly international, present where our clients need us. Our teams around the world are highly dedicated, professional and collaborative and we draw strength from our diversity of talent. We are clear on what we stand for and our commitment to inclusivity anchors our behaviours. 

We’re recruiting for a Sales Executive to join our Wholesale Distribution team to provide high quality sales support to 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
• 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.

Who we're looking for:

• 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 

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 

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.