Regional Account Manager

Company Description

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.

Job Description

We are looking for a Regional Account Manager to cover the South West of England for our Wholesale business unit. You will be responsible for building and developing broad deep relationships with L&G - Asset Management's key Wholesale accounts, ensuring a long term strategic relationship is maintained through proactive business planning including negotiating the appropriate commercial terms whilst coordinating the internal support resource and its deployment.

What you'll be doing:

• Meeting or exceeding sales performance targets, delivering revenue by compliant product distribution.
• Developing a pro-active contact strategy for a portfolio of intermediaries, delivering the agreed revenue targets.
• Generating client leads for the Key Account Managers by securing appointments and attendees at events, ensuring client’s expectations are delivered.
• Building and maintaining a portfolio of Intermediaries, acting as the primary relationship manager. Where required, attending client meetings and events. Establishing the appropriate levels of service with each Intermediary, ensuring that both technical and value add service is delivered. Seeking to understand their business needs.
• Working with the Key Account Managers and the sales support team in identifying and developing new Intermediary relationships. Build a new pipeline of opportunities which could help to deliver against the business growth objectives.
• Developing and maintaining a good understanding of competitors and market trends. Working independently and alongside the Key Account Manager teams to identify business opportunities, incorporating these into a sales plan.
• Maintaining good knowledge of L&G -Asset Management’s product range, investment philosophy and process, working closely with the fund management team where necessary.
• Treating Customers Fairly (TCF): Ensuring all activity is in accordance with the Group’s requirements and regulatory duties, including that customers are treated fairly in line with L&G’s Customer Experience and TCF Policy

Qualifications

Who we’re looking for:

• Good investment product knowledge and a clear understanding of the types of products typically used by Investment Managers for this client base
• Good understanding of investment processes and philosophies
• Detailed knowledge of Intermediaries and their business drivers. Including a clear understanding of competitors and market dynamics
• Experience with Salesforce and Finscape would be desirable
• Excellent communication skills and a confident telephone manner
• Previous telephone sales and/or client relationship/servicing skills are essential
• Ability to manage workflow and contact calendar to ensure follow up to all sales calls in a timely manner
• Processes information and demonstrates behaviours in order to increase the likelihood that will successfully meet the clients’ end goals

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

Additional information

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.