Sales Executive

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 Asset Management is one of Europe’s largest asset managers, providing clients and partners with complex, responsible investment solutions, across public and private markets. As a global investor, we are present where our clients most need us – from Hong Kong and Singapore, to Chicago and major European financial hubs.

Created by combining our investment management (LGIM) and asset origination (LGC) capabilities, our Asset Management division works with our Institutional Retirement and Retail divisions to benefit our clients and customers – which include individual savers, pension scheme members and global institutions – and deliver enhanced shareholder returns.

Joining us means becoming part of a market-leading team, with capabilities across the full spectrum of asset classes, with an enduring commitment to responsible investment and creating long-term, sustainable value for our clients and partners. 

We’re recruiting for a Sales Executive to provide 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:

• Coordinating meetings, emails, and client follow-ups, while identifying and sharing sales opportunities with Key and Regional Account Managers
• Supporting Account Managers by maintaining an organised database of sales materials, activity records, and consolidated information
• Gathering and providing relevant data from marketing, fund operations, compliance, legal, and fund management to aid the sales process
• Acting as a liaison between the sales team and internal departments to ensuring timely delivery of sales-related requirements
• Responding to technical queries from Wholesale clients pre- and post-sale, delivering high-quality support and service
• Organising client events and fund manager meetings, hosting professionally and engaging with clients to uncover follow-up opportunities
• Monitoring customer experience to ensure fair treatment under L&G’s Treating Customers Fairly (TCF) policy and sharing feedback with relevant teams
• Maintaining strong product knowledge across L&G’s fund ranges and supporting the Wholesale Distribution Team in meeting Consumer Duty obligations

Who we’re looking for:

• Ideally the role holder will be degree qualified and have (or be 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 distribution and Fund Management environment within the Asset Management industry
• Experience of Wholesale Markets, Client Service and Relationship Management

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.