Sales Support Consultant

Legal & General 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 Sales Support Consultant to join us. In this exciting role, you’ll actively support the growth and retention of Legal & General’s Group Protection (GP) business, by providing a comprehensive administration and support service to the distribution team.

This is a fantastic opportunity for you to join a friendly and welcoming team, that are highly collaborative. You’ll be working in a very niche, and highly valuable area of the business, where there is ample opportunity for you to develop new skills

What you'll be doing

• Assisting in delivering Group Protection distribution targets, by providing sales focused, professional and accurate service that leads to profitable growth
• Actively discussing, negotiating, capturing and analysing Intermediary requirements enabling the most appropriate route for both quotations and queries
• Actively developing strong relationships with key personnel within the Intermediary firms and proactively follow up quotes as agreed with the account manager, ensuring that all correspondence is logged on the Salesforce CRM system
• Daily use of Salesforce CRM system to record own activity and work alongside relevant account manager to use this information to identify opportunities
• Maintaining a high level of knowledge of products, trends and developments in Group Protection market and ensure appropriate feedback is communicated to ensure our position in the marketplace is maintained.
• Taking ownership of your own development in the role
• Assisting in the preparation of materials for and attend Roadshows where appropriate, to ensure customers have a clear understanding of L&G Products
• Ensuring Legislative, Revenue, Disclose and Regulatory requirements, which apply, to Group Protection are adhered to and that Legal & General’s standards and policies are upheld

Who we're looking for:

• Office-based experience in a customer service, administration, or support role
• Experience in a Sales role would be highly beneficially
• A high level of communication skills are essential. If you have experience in a telephone support role then this is desirable
• Experience of using Teams, Office 365, Outlook, Word & Excel
• Aim to pass CII GR1 exam within first 18 months

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