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Sales Support Executive (12 months FTC)

External
Legalandgeneral logoLegalandgeneral · Cardiff, UK
Full-timeOn-site3w ago
ExcelSalesforce
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Responsibilities

  • Supporting quote requests and inbound sales queries to meet agreed service levels and targets
  • Building strong working relationships with regional sales teams and intermediary firms
  • Completing follow‑up activity such as quote chases, discovery calls and onboarding firms to our digital application system
  • Developing a detailed understanding of intermediary needs to help identify and maximise business opportunities
  • Recording all quotes, calls and interactions in Salesforce to provide insight into market activity
  • Taking part in training, workshops and product learning to maintain and grow your knowledge
  • Supporting colleagues across the Retail division through knowledge sharing and upskilling
  • Implementing Consumer Duty requirements by monitoring sales activity and escalating concerns
  • Who we're looking for:
  • Experience in telephone‑based sales or customer support, with the ability to influence decisions
  • Confidence in presenting information clearly and engagingly
  • Knowledge of the annuity or wider retirement income market, or an interest in developing this
  • Understanding of the intermediary advice process and how products support customer outcomes
  • Ability to build rapport and maintain strong professional relationships
  • Strong organisational skills and accuracy when managing multiple tasks
  • A proactive approach to learning, development and adapting to change
  • RO1 or equivalent is helpful but not essential
  • 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. 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
  • We're creating net‑zero carbon workplaces by 2030 by investing in our sustainable, modern offices across the UK, all designed to bring people together and elevate the in‑person experience
  • At L&G, we believe it's possible to generate positive returns today while helping to build a better future for all.
  • 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.

Benefits

Health insuranceVision insuranceFlexible schedulePerformance bonus

Additional Information

We're recruiting for a Sales Support Executive on a 12 months FTC. We're offering a competitive base salary. A chance to join a collaborative, customer‑focused team supporting advisers and regional sales colleagues across our Retirement Income business. This role suits someone who enjoys building relationships, solving problems, and contributing to a high‑performing sales environment.


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