Telephone Account Manager

Legal & General; Cardiff, Glasgow, Greater London; Hybrid; GBP 30,000 - 43,000; Full time

Job summary

A leading financial services firm in Cardiff is seeking a Telephone Account Manager to manage relationships with intermediary accounts. This hybrid role offers a salary of up to £43,000. Ideal candidates will possess strong communication skills, experience in sales or customer service, and a proactive mindset. Responsibilities include promoting Group Protection products, achieving business targets, and maintaining client relationships. Join a supportive culture focusing on flexibility and collaboration.

Benefits

Annual performance-related bonus plan

Generous pension contribution

Life assurance

Healthcare Plan

25+ days holiday, plus public holidays

Competitive family leave

Electric car scheme

Employee discounts

Qualifications

• Experience in sales, telesales, customer service, or sales support.
• Knowledge of Group Protection products is desirable.
• Awareness of regulatory and legislative frameworks.

Responsibilities

• Managing relationships with a panel of intermediary accounts.
• Promoting Group Protection products.
• Delivering new business and retention targets.

Skills

Strong communication and influencing skills

Ability to build and maintain professional relationships

Commercial awareness

Proactive and achievement-driven mindset

Job 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.

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.

Who we are

Our Retail business supports customers throughout their lives, to help them save, plan, protect and enjoy retirement.

Job Description

We’re recruiting for a Telephone Account Manager. We’re offering asalary of up to £43,000.And this is a hybrid position.

Are you a confident communicator with a passion for building strong business relationships? Join our Group Protection Distribution team as a Telephone Account Manager and help us deliver outstanding service and results to our intermediary partners. We’re looking for individuals who thrive in a collaborative environment and are motivated by achieving goals and making a difference.

What you'll be doing

• Managing relationships with a panel of intermediary accounts
• Promoting Group Protection products and propositions
• Delivering new business and retention targets
• Developing account strategies using market intelligence
• Collaborating with internal teams to meet client expectations
• Responding to pre-renewal enquiries and gathering key information
• Maintaining up-to-date knowledge of products and competitors
• Handling customer queries and complaints with empathy and professionalism

Qualifications

• Experience in sales, telesales, customer service or sales support
• Strong communication and influencing skills
• Ability to build and maintain professional relationships
• Commercial awareness and understanding of market conditions
• Knowledge of Group Protection products (desirable)
• Awareness of regulatory and legislative frameworks
• A proactive and achievement-driven mindset
• A collaborative approach and willingness to support others

Benefits

• 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.