Sales Support Executive

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. 

We’re recruiting for a Sales Support Executive to join us. We’re offering a competitive base salary.

Are you someone who enjoys helping people, getting the detail right and working as part of a supportive sales team?

We’re looking for a Sales Support Executive to support our Retirement Income business. The role sits within one Sales Support team but offers two possible areas of focus. You may work primarily as a Quote Specialist, managing queries, producing quotations and supporting re-quotes, or focus more on Lead Generation, speaking with campaign and marketing leads and arranging appointments for our sales colleagues.

Whichever route is the best match, you’ll help provide a responsive, accurate service and support good outcomes for customers.

What you'll be doing:

• Responding to quote requests, emails and telephone enquiries
• Producing accurate quotations and processing re-quotes
• Contacting campaign and marketing leads to identify potential opportunities
• Arranging appointments for Telephone Business Development Managers and Business Development Managers
• Supporting regional sales teams with pipelines, enquiries and follow-up activity
• Building positive relationships with colleagues, intermediaries and firms
• Recording quotations, calls and relevant information accurately in Salesforce
• Identifying and escalating activity that may fall outside the intended target market

Who we're looking for:

• Confidence communicating with people over the telephone and by email
• Experience in sales support, customer service, administration or a related environment
• Strong attention to detail and an organised approach to managing workload
• The ability to explain products or information clearly and accurately
• Evidence of influencing appropriately and building effective relationships
• A collaborative approach and willingness to support colleagues
• An interest in developing knowledge of Retirement Income products and the intermediary market
• Knowledge of annuities, quote systems, Salesforce or an RO1 qualification would be helpful but is 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 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

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 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.