Key Relationship Support (12-Month FTC)

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 Retail 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.

Job Description

We’re recruiting for a Key Relationship Support to join us. In this role, you will support the Key Relationship Manager/s (KRM) to maintain and grow relationships within a specified account portfolio nationally. You will also support the sales, profitability and adoption targets across all products and propositions cost effectively and ethically.

What you'll be doing:

• Developing sales and distribution plans in conjunction with the Key Relationship Manager to grow key accounts across a range of LGMS products and propositions, supporting the achievement of income and adoption targets across LGMS and building multi-level relationships within the Key Partner firms
• Building relationships with account portfolio at AR/adviser level to promote LGMS as the preferred Mortgage Club for mortgages, technology and other propositions, developing and maintaining relationships at seller level for targeted accounts as agreed with the KRM, and maximising the use of SalesForce to ensure useful Management Information and marketing strategy can be derived from the data while keeping records as accurate as possible
• Working in an effective partnership with the wider LGMS teams to implement adoption plans and contact strategies, and sharing information to maximise opportunities and ensure LGMS achieves all commercial and adoption objectives
• Representing LGMS at external events where necessary, using these opportunities to provide education on the wider mortgage market and LGMS strategy, products and propositions
• Responding to and resolving customer escalations and complaints in difficult and sensitive situations with sympathy and empathy to address customer and account issues
• Conducting regular review meetings and workshops where necessary to ensure each firm is engaged and fully utilising the value of products and propositions offered by LGMS, ensuring Key Partner firms are retained and LGMS objectives are achieved
• Seeking feedback from customers to identify areas for improvement within product design, literature administration, and sales processes, and providing information to relevant areas where appropriate

Qualifications

Who we're looking for:

• Fintech knowledge preferred
• Mortgage market knowledge including advisory processes/journey preferred
• Sales skills and general best practice
• A high level of knowledge on all relevant products and propositions, understanding current and future legislation that may affect accounts along with key competitor contracts to handle objections. Keep up to date with market trends and provide feedback to the Head of Broker Relationships.
• Analytical Skills, customer planning, service, communication and development skills
• Engagement, influencing, and presentation skills – in person, online via Teams/Zoom and in all written materials
• Ability to agree and implement courses of action to accomplish agreed sales targets
• Self-motivated and able to demonstrate positivity, perseverance and resilience
• Numerate, with the ability to interpret MI/financial data effectively

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.