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Legal & General Logo

Telephone Relationship Manager

316a344

Remote

1 day ago

Legal & General

London, United Kingdom

Nigel Wilson

$10+ billion (USD)

Company - Public

Finance

1836


Job Description

Your role at a glance

Are you a target driven Relationship Manager, that would love to take ownership of a brand-new portfolio within a FTSE 100 business?

If you have Sales experience within Financial Services, and have a high level of relationship management skills, then this is fantastic opportunity to consider.

Our Mortgage Club is the largest and longest running of its kind and provides a variety of interesting and innovative services. Due to a maternity cover you have an opportunity to join the team as we look to bring on a Telephone Relationship Manager.

In this exciting role, you’ll have the chance to manage and grow agreed Mortgage Club broker relationships and achieve agreed Mortgage Club lending and margin targets. All the Relationship Management will be telephone led, and you’ll also be spending a lot of time collaborating online with the wider function.

This role is full of opportunity. It’s a new role, which gives you a lot of autonomy to create your patch, and really make it your own. You’ll be working with a variety of Mortgage Advisors, that include some of the largest of the UK, and you’ll have every opportunity to hit the ground running.

What you'll be doing
  • Achieve agreed performance, lending, and margin targets through building business relationships at all levels with allocated accounts across a range of Mortgage Club and Legal & General products and propositions to achieve objectives and maintain or increase market share.
  • Lead and drive the delivery of sales activity through new product ideas and propositions including responding to and taking ownership of pre-submission related enquiries and new sales opportunities to expand distribution reach.
  • Establish, define and maintain a business plan to drive account development, relationship management and product promotion, through a developed contact strategy across account panel, demonstrating sound fact-finding skills throughout, so that business opportunities are maximised and targets are achieved.
  • Through ownership and management of a strong pipeline of potential new leads, successfully identify and launch new brokers to the club
  • Demonstrate excellent communication skills, in both verbal and written form, influencing account strategy development by collating and feeding market intelligence to your accounts and colleagues so that relationships are commercially beneficial.
  • Interact with accounts, and handle any customer complaints in difficult and sensitive situations with sympathy and empathy to resolve customer and account issues in line with TCF
  • Work in an effective partnership with all colleagues across Mortgage Club and across the wider Legal & General business, so that your business plan and contact strategy is implemented and mutual support is delivered.
  • Maintain a high level of knowledge of competitor and own products and propositions, as well as industry and marketplace awareness to deliver a superior, expert and quality interface with l broker portfolio.
What we're looking for

To be successful in this role, you’ll need a high level of communication skills, and the ability to manage a variety of different stakeholders. The team are collaborative, so you’ll need to enjoying working independently and as a team. This is a fast paced, target driven role, so you’ll need to enjoy working in this type of exciting environment. Here’s some of the experience that we’d love to see:

  • Previous sales experience and proven success delivering to targets.
  • Financial services experience required, with specific experience in the intermediary mortgage market’
  • Strong relationship management skills and experience, with proven success managing a portfolio.
  • Ability to build and develop solutions for Intermediaries including business plans.
  • Extensive mortgage market experience (desirable)
Benefits

When you commit to Legal & General, we’ll commit to you too. That means we’ll recognise and reward your hard work, your performance and your contribution.

If you join us, you’ll get access to some great benefits, including 25 days holiday (excluding bank holidays), an annual supplement for private medical insurance, generous pension scheme and life assurance, We’re also proud to offer competitive family leave.

You’ll have the opportunity to participate in our annual, performance-related bonus plan, and then there are the many discounts we offer that you can take advantage of – both for our own products and at a range of high street stores and online offerings.

About L&G

The brand with the brolly is choosing today to change tomorrow.

Since 1836, we’ve grown to become one of the world's largest asset managers, homebuilders, pension providers and insurance brands.

We’re all here to improve the lives of our customers, build a better society for the long term, and create value for our shareholders - helping to shape a better future for society and the planet.

We need people who share our ambitions, agility and entrepreneurial spirit to help us do it.

At L&G, you’ll find a balance that helps you be your best. Empowered by hybrid working, we’re supported by technology and workplaces that enable us to work effectively wherever we are. We come together in offices to collaborate and connect, and use time at home for individual, focused activities. And, when we achieve great things, we celebrate our success and reward strong performance.

Today, there’s over 10,000 of us, working towards our mission, with plenty of opportunities to grow your career as we grow L&G. Will you join us?

About the business area

Life can sometimes be unpredictable, and it pays to plan ahead. Our aim at Legal & General Retail is to help our customers plan for the unexpected, achieve financial security for their tomorrow, and protect everything that’s important to them. To better understand our customers and meet their needs, we’ve brought our protection, retirement income, savings, lending and advice, fintech and mortgage businesses under one umbrella. Created at the start of 2022 through the merging of our long-standing and trusted retail retirement and insurance businesses, we’re a fast-growing division with big, customer-centered ambitions.

Our commitments to you

Great minds don’t have to think alike, so we welcome voices from all backgrounds. Bringing together people with different life experiences helps us build empathy with our customers and drive innovation.

We don’t just talk about it, we actively promote diversity and equitable opportunities for all. That means our employment decisions are made without regard to race, colour, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability or protected veteran status. In fact, we embrace every dimension of diversity to reflect the customers and communities we serve.

We think it’s important to create an inclusive environment where we can all belong, contribute and drive progress, where you can develop and grow, and be empowered. We want you to use your voice to help us build a better tomorrow.

We all work differently, and have different needs, which is why. we’re always open to discussing flexible working arrangements. Likewise, we’re committed to finding reasonable accommodations for candidates with specific needs during our recruiting process.

So whoever you are, wherever you are, whatever your story, we'd love to hear from you.

How to find out more

If this opportunity excites you but you’re not sure you meet all the requirements, or you’d like to know a bit more, please contact Alex Adams at [email protected] (https://www.linkedin.com/in/alex-adams-29b595a3/).

If you’d like to be considered for this role, please submit your application through our careers website as we’re not accepting email applications.


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