Senior Sales Executive
Senior Sales Executive
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Job Description
Were recruiting for a Senior Sales Executive to join our Wholesale Sales support team to cover our Global Financial Institution (GFI) clients and to the sales management team. Acting as an interface between the GFI sales team and other areas of the L&G Asset Management business including Marketing Operations Client Service Reporting and Fund Management teams in order to seek timely resolution to client queries and provide exceptional client service.
Contribute to achieving the aspirational L&G Asset Management sales target via business from GFI clients by working closely with the Head and Deputy Head of GFI to develop and implement a contact plan and objective strategy.
What youll be doing:
- Providing dedicated support to GFI Sales Managers. Working closely with sales managers and developing and implementing a contact strategy and account management plans. Understanding the client opportunity by conducting analysis at the account and portfolio level. Leading client meetings and emails and client follow up where required
- Providing high quality client support to clients by dealing with complex technical queries. Understanding client needs and ensuring that internal teams and resources are aligned to deliver against the client expectations. Working with product specialists and fund managers where required to provide detailed fund information across all regions
- Organising asset Management client events and fund manager meetings for key clients where required ensuring compelling agendas by understanding the economic environment and client needs. Hosting fund managers and clients in a professional and friendly manner. Identifying opportunities for follow up through engaging with clients and understanding their business needs
- Delivering presentations at external events where required developing and maintaining strong presentation skills. Building a professional external profile for L&G Asset Management with industry contacts by attending industry events and representing the Asset Management business at client seminars where required
- Acting as a conduit between all areas of the L&G Asset Management business including Fund Managers Sales Managers Marketing Legal and Compliance to ensure the needs of GFI clients are met. Providing detailed account briefings both pre and post fund manager meetings. Ensuring regular internal communications on each Global Institutions coverage progress
- Maintaining a detailed level of knowledge of the L&G Asset Managements fund range and investment philosophy and process across Unit Trusts ICAV SICAV and ETFs and being able to communicate this to clients and internally
- Developing and maintaining a strong understanding of competitors and market trends and how this compares to L&G Asset Managements proposition. Using this knowledge to identify business opportunities and escalate to sales managers as appropriate. Proactively providing feedback on product requirements and ideas to the propositions team so L&G Asset Management remain best in class
- Monitoring the customer experience to ensure that customers are treated fairly in line with L&Gs TCF policy and that customer feedback is passed to the relevant areas as well as being aware of the Consumer Duty regulation whilst undertaking own role and supporting the Wholesale Distribution Team as they put customer and client interests at the centre of the business and ensuring the delivery of good customer outcomes
Qualifications :
Who were looking for:
- Ideally the role holder will be degree qualified and have an investment qualification e.g. IMC
- Ability to liaise with senior stakeholders and key relationships and consolidate detailed information into concise summaries
- A high level of understanding of the distribution and Fund Management environment within the Asset Management industry
- Experience of GFI (Global Financial Institutions) Client channel 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. Theres 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 its possible to generate positive returns today while helping to build a better future for all.
If you join us youll 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 doesnt matter if you dont 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.
Remote Work :
No
Employment Type :
Full-time
Employment Type
Full-time
