Company Description

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-centred ambitions.

Job Description

Do you thrive when working towards targets? Do you have a strong track record in customer service or sales? Are you motivated by the opportunity to earn monthly bonus? Are you looking for a hybrid role where you’ll work 3 days from home and 2 days in our Cardiff office? If so, come and join us!  

We are currently recruiting for Partnerships Protection Specialists! We work on a shift basis 8.30am - 8pm Monday - Friday and 9am-1pm on Saturdays (1 in 2 rotation).  

Our excellent monthly bonus scheme* means you could earn up to an additional £800 per month on top of your base salary of £22,500.  

You will promote our products in a positive and compliant way, providing our customers with the detailed and accurate information they need to enable them to make informed choices across a range of partners that rely on L&G to provide outstanding service to their customers, and support our vision to make their lives better.

We love working at Legal and General and know you will too. Here are some of the amazing benefits our colleagues get:  

• Monthly performance related bonus (discretionary and based on performance metrics)*
• 25 days holiday, plus bank holidays, 26 days after 2 years’ service. You can also buy and sell holiday.  
• We give colleagues a 5% company pension contribution, plus match up to a further 5% of your personal contribution.  
• Life assurance x8 of your annual salary.  
• Free individual private medical insurance. You can also add your dependants on for a small cost.  
• Recommend L&G as a great place to work and earn £500-£3500 if someone you know joins us.  
• A variety of company share schemes, discounts at a huge range of high street stores and on our own products.

What you'll be doing:

• Take ownership of partners leads by using a confident sales approach, building rapport and providing the highest levels of customer service at all times 
• Ask open questions to understand all relevant customer information, establish needs and explain product features clearly and accurately
• Evidence a passion for sales by being dynamic, self-motivated, and utilising both inbound and outbound opportunities to consistently achieve targets
• Manage internal and external customer experience and demonstrate effective management of inbound and outbound workload to ensure customers receive their promised contact within agreed timescales. Demonstrate flexibility to support the overall Direct Sales needs where appropriate.
• Demonstrate an excellent knowledge of our products across a range of Partners and a well-developed ability to follow processes and use the systems to generate business
• Proactively manage own personal development to reach potential and consistently demonstrate Legal and General’s company values
• Ensure customers receive appropriate, clear, and transparent information, both verbal and written about relevant products, with detailed explanations being given where appropriate to drive the right customer outcome

Qualifications

The skills below are really important to us. Rest be assured, we will show you the L&G way. You’ll be in our office based induction for the first 8 weeks so, you’ll have the tools you need before you start helping our customers and clients. 

• People who love helping people! People who are straightforward, ambitious, authentic, collaborative, and purposeful.  
• Self-motivated and target driven people.  
• Strong communication skills and a passion to support customers, whatever their personal circumstances.   
• Strong calendar/diary management skills. 
• Confidence in using a desktop or laptop and experienced in using MS Office. 

Additional Information

Legal & General is a leading financial services organisation, named Britain’s Most Admired Company in 2023, for the second year running. Rated top in our sector and top for inspirational leadership, we have a strong heritage and an exciting future.  

We’re one of the world's largest asset managers, homebuilders, pension providers and insurers. Connecting to form a unique business model which drives value for our customers and society. And enabling our people to create impact through work that is meaningful and valued.  

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 strive to be open, mindful, and inclusive, so are always willing to discussing flexible working arrangements and reasonable accommodations for candidates with specific needs. 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. 

If you’re open to find out more, we'd love to hear from you.