Company Description

Life can sometimes be unpredictable, and it pays to plan ahead. Our aim at Legal & General Retail is to help our customers plan for the unexpected, achieve financial security for their tomorrow, and protect everything that’s important to them. To better understand our customers and meet their needs, we’ve brought our protection, retirement income, savings, lending and advice, fintech and mortgage businesses under one umbrella. Created at the start of 2022 through the merging of our long-standing and trusted retail retirement and insurance businesses, we’re a fast-growing division with big, customer-centered ambitions. 

Job Description

The Trainee Telephone Business Development Manager is responsible for the pipeline management of our top Prospect Panels for Annuity Income Products. They will be aligned to a specific region and responsible for supporting the TBDM and BDM with case management, while also handling their own firms. The role has been designed to support a greater number of adviser firms within each region, while also offering further support and creating greater opportunities for the BDMS. This will increase the number of new firms supporting us in 2024, and also increase the number of continued supporters.

What you will be doing:

• Achieve agreed targets and KPI’s across a range of products and propositions so that LGR achieves its divisional objectives and importantly increases its market share.
• Maintain and build a portfolio of intermediaries who can add sustainable value to our business, whilst having a clear focus on risk and compliance aspects to avoid exposing the business
• Develop and maintain an in depth understanding of the panel’s intermediaries in terms of business needs, issues and areas of focus. 
• Ensure daily completion of Customer Relationship Management tool (CRM) to provide valuable and ongoing feedback and insight into the intermediary market
• Act as support and escalation for the Broker Support Team with any application updates and calls so that they can introduce new advisers to Legal & General by carrying out Discovery Calls and providing regular case updates.
• Demonstrate a full commitment to personal development through proactive attendance of training and workshops and keeping abreast of industry news to ensure that they can offer the best retirement solutions to the intermediaries within their region – therefore increasing the number of new continued supporters in 2024
• Consumer Duty – Implement the distribution strategy aligned to the target market and monitor sales to ensure they are being made to the identified target market. Identify and escalate sales made outside of the target market, as appropriate
• Drive development of these firms through a telephone-based contact strategy, demonstrating well-developed fact-finding skills, so that the business opportunities are maximised.

Qualifications

• RO1 or equivalent or relevant experience in this type of role
• A good understanding of the annuity market including propositions and products available through providers and how they fit into the intermediary advice process is
• A strong understanding of telephone-based sales and relationship techniques from previous experience with some knowledge and understanding of the intermediary market
• Telephone sales and ability to influence a decision during a telephone conversation.
• Effective in selling and presenting on products and propositions
• Experience in the Finance Industry would be desirable
• Proactive Case Management Skills
• The ability to prioritise their own workload and calendar
• Good networking skills
• Strategic approach and sharing best practice

Additional Information

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.