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Regional Account Manager

Legal & General
Birmingham, United Kingdom
Competitive salary, benefits and bonus
Closing date
Mar 26, 2024

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
What you'll be doing
  • Meeting or exceeding sales performance targets, delivering revenue by compliant product distribution.
  • Developing a pro-active contact strategy for a portfolio of intermediaries, delivering the agreed revenue targets.
  • Generating client leads for the Key Account Managers by securing appointments and attendees at events, ensuring client's expectations are delivered.
  • Building and maintaining a portfolio of Intermediaries, acting as the primary relationship manager. Where required, attending client meetings and events. Establishing the appropriate levels of service with each Intermediary, ensuring that both technical and value add service is delivered. Seeking to understand their business needs.
  • Working with the Key Account Managers and the sales support team in identifying and developing new Intermediary relationships. Build a new pipeline of opportunities which could help to deliver against the business growth objectives.
  • Developing and maintaining a good understanding of competitors and market trends. Working independently and alongside the Key Account Manager teams to identify business opportunities, incorporating these into a sales plan.
  • Maintaining good knowledge of LGIM's product range, investment philosophy and process, working closely with the LGIM (L&G Investment Management) fund management team where necessary.
  • Treating Customers Fairly (TCF): Ensuring all activity is in accordance with the Group's requirements and regulatory duties, including that customers are treated fairly in line with L&G's Customer Experience and TCF Policy

  • Product: Good investment knowledge and a clear understanding of the types of products typically used by Investment Managers for this client base
  • Process: Good understanding of investment processes and philosophies
  • External Knowledge: Detailed knowledge of Intermediaries and their business drivers. Including a clear understanding of competitors and market dynamics
  • Systems: Experience with Lipper, (CRM), Salesforce and Financial Clarity would be desirable
  • Communication: Excellent communication skills and a confident telephone manner
  • Previous telephone sales and/or client relationship/servicing skills are essential.
  • Ability to manage workflow and contact calendar to ensure follow up to all sales calls in a timely manner
  • Processes information and demonstrates behaviours in order to increase the likelihood that will successfully meet the clients' end goals.

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