Telephone Business Development Manager

Posted 11 Days Ago
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Cardiff, Wales, GBR
Hybrid
Mid level
Insurance • Financial Services
The Role
Manage a portfolio of intermediary firms in the Central region, build adviser relationships, drive sales growth via a structured telephone strategy, use Salesforce and market data to plan activity, support firms with product knowledge, attend industry events, and share market insight internally.
Summary Generated by Built In
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 Telephone Business Development Manager to join us. We’re offering a competitive base salary. 

 

At Legal & General Retirement, we're looking for a relationship-focused Telephone Business Development Manager to help grow our intermediary partnerships and support advisers in delivering great retirement outcomes for their clients.

This is an exciting opportunity for someone who enjoys building relationships, working towards targets and developing commercial opportunities within the financial services market.

    What you'll be doing:

    • Managing a portfolio of intermediary firms across the Central region
    • Building strong relationships with advisers and key stakeholders
    • Identifying opportunities to grow sales and market share
    • Delivering a structured telephone contact strategy
    • Using Salesforce and market data to inform activity planning
    • Supporting intermediary firms with product and proposition knowledge
    • Attending and following up industry events and conferences
    • Sharing market insight and intermediary feedback with internal teams

    Who we're looking for:

    • Experience in sales, business development or intermediary relationship management
    • Knowledge of pensions, retirement, annuities or broader financial services markets
    • Strong communication and influencing skills
    • Ability to build trust and long-term professional relationships
    • Commercial awareness and a target-focused approach
    • Experience managing stakeholder portfolios
    • Confidence working with CRM systems such as Salesforce
    • RO1 qualification or willingness to work towards it preferred

    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

    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 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. 

    Skills Required

    • Experience in sales, business development, or intermediary relationship management
    • Knowledge of pensions, retirement, annuities, or broader financial services markets
    • Strong communication and influencing skills
    • Ability to build trust and long-term professional relationships
    • Commercial awareness and a target-focused approach
    • Experience managing stakeholder portfolios
    • Confidence working with CRM systems such as Salesforce
    • RO1 qualification or willingness to work towards it
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    The Company
    HQ: London
    8,417 Employees

    What We Do

    Established in 1836, Legal & General is one of the UK’s leading financial services groups and a major global investor, with £1.2 trillion in total assets under management (as at FY23) of which c40% (circa £0.5 trillion) is international. We have a highly synergistic business model, which continues to drive strong returns. We are a leading international player in Institutional Retirement, in Retail Savings and Protection, and in both public and private markets through our Asset Management division. Across the Group, we are committed to responsible investing and dedicated to serving the long-term savings and investment needs of customers and society. As at 7 June 2024, we estimate the Group’s Solvency II coverage ratio to be 224%. As at 11 June 2024, Legal & General has a market capitalisation of £14.6 billion.

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