Sales Associate

Overview

The Investment Associate will be responsible for assisting in all aspects of the distribution process.  The ideal candidate will have prior investment experience, collaborate closely with Investment Directors and interface with other LGIMA departments. Principal responsibilities include supporting the direct sales and consultant relationship efforts of the LGIMA sales team.

This role is base in Illinois. 

Responsibilities

• Conduct outreach to plan sponsors to introduce the firm and get meetings for the Sales team
• Conduct research on large corporations to identify LDI/AFI prospects
• Conduct research on other plan types to identify index prospects
• Continue to become familiar with all product offerings and vehicles as new product lines are introduced
• Help build presentation books for upcoming sales meetings as a liaison to the Marketing team
• Collate background information in advance of meetings
• Maintain new prospects in Sales Force – which includes notes on meetings and making sure all contact data for prospects and consultants is updated
• Maintain pipeline report
• Update/create consultant and prospect prep materials for meetings
• Coordinate resources for on-sites and finals presentations
• Work with Marketing team to help coordinate events – primarily work to get prospects, clients, and consultants to attend
• Help respond to ad hoc requests from internal parties as well as consultant requests
• Work alongside the senior sales staff in consultant and prospect meetings - progress from attending meetings to participating in these meetings with the goal to lead meetings for the smaller prospect and consultant base

Qualifications

• Undergraduate degree; Progress toward MBA, CFA and/or CAIA encouraged
• Ability to understand and support existing corporate culture
• Team-oriented, organized, and proactive
• Strong verbal and written communications skills
• Ability to execute tasks required in addition to delegating tasks
• A mentor that makes everyone around him/her a stronger contributor
• Experience managing internal and external client relationships; proven ability to connect with the target audience
• High degree of self-motivation

As an EOE employer, Legal & General Investment Management America will extend equal opportunity to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry, national origin, age, disability, medical condition, genetic information, marital status, pregnancy, military status, and/or any other characteristic protected under applicable federal, state or local laws governing nondiscrimination in employment. (2020)