Sales Support Executive at LegalAndGeneral

Cardiff, Wales, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

14 Jul, 26

Salary

0.0

Posted On

15 Apr, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales support, Customer service, Relationship building, Problem solving, Salesforce, Communication, Presentation skills, Annuity market knowledge, Retirement income knowledge, Intermediary advice process, Organizational skills, Accuracy, Proactive learning, Influencing

Industry

Financial Services

Description

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. Who we are Our Retail business supports customers throughout their lives, to help them save, plan, protect and enjoy retirement. We’re a leading provider of retirement and protection solutions. We aim to support our c.12.8 million policyholders and workplace members throughout their lifelong financial journeys. We focus on helping the customers of today and tomorrow achieve better long-term outcomes. We either talk with them directly or work with intermediaries and employers to meet their needs. We use the latest technology to connect with them quickly, efficiently and wherever possible in highly personalised ways. Job Description We’re recruiting for a Sales Support Executive. We’re offering a competitive base salary. A chance to join a collaborative, customer‑focused team supporting advisers and regional sales colleagues across our Retirement Income business. This role suits someone who enjoys building relationships, solving problems, and contributing to a high‑performing sales environment. What you'll be doing: Supporting quote requests and inbound sales queries to meet agreed service levels and targets Building strong working relationships with regional sales teams and intermediary firms Completing follow‑up activity such as quote chases, discovery calls and onboarding firms to our digital application system Developing a detailed understanding of intermediary needs to help identify and maximise business opportunities Recording all quotes, calls and interactions in Salesforce to provide insight into market activity Taking part in training, workshops and product learning to maintain and grow your knowledge Supporting colleagues across the Retail division through knowledge sharing and upskilling Implementing Consumer Duty requirements by monitoring sales activity and escalating concerns Who we're looking for: Experience in telephone‑based sales or customer support, with the ability to influence decisions Confidence in presenting information clearly and engagingly Knowledge of the annuity or wider retirement income market, or an interest in developing this Understanding of the intermediary advice process and how products support customer outcomes Ability to build rapport and maintain strong professional relationships Strong organisational skills and accuracy when managing multiple tasks A proactive approach to learning, development and adapting to change RO1 or equivalent is helpful but not essential 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 We’re creating net‑zero carbon workplaces by 2030 by investing in our sustainable, modern offices across the UK, all designed to bring people together and elevate the in‑person experience 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. Permanent/Regular or Fixed Term Contract/Temporary: Permanent (UK and ROW) / Regular (US) L&G Business Unit: Legal & General Retail L&G sub Business Unit: LGRR Primary Location: Cardiff, Four Central Square Job Family: Sales

Responsibilities

The Sales Support Executive will support quote requests and inbound sales queries while building strong relationships with regional sales teams and intermediary firms. They will also record interactions in Salesforce and contribute to a high-performing sales environment through knowledge sharing and product learning.