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Life Insurance Sales Advisor
full-timeCardiff

Summary

Location

Cardiff

Type

full-time

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About this role

Company Description

Legal & General (L&G) is a leading UK financial services group and major global investor. 

We’ve been safeguarding people’s financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders. 

We are one of the world’s largest asset managers and provide powerful asset origination capabilities. Together, these underpin our retirement and protection solutions: we are an international player in pension risk transfer, in UK and US life insurance, and in UK workplace pensions and retirement income. 

Who we are 

Our Retail business supports customers throughout their lives, to help them save, plan, protect and enjoy retirement.

We’re a leading provider of retirement and protection solutions. We aim to support our c.12.8 million policyholders and workplace members throughout their lifelong financial journeys. 

We focus on helping the customers of today and tomorrow achieve better long-term outcomes. We either talk with them directly or work with intermediaries and employers to meet their needs. We use the latest technology to connect with them quickly, efficiently and wherever possible in highly personalised ways.

Job Description

We’re recruiting for  Life Insurance Sales Advisor's to join our growing Partnership Protection team. 

Do you thrive when working towards targets? If so, come and join us!  No previous sales experience required, and all applications will be considered. Full training will be provided, as well as regular on job coaching and support.

We work on a shift basis between the days and hours of 8.30am - 8pm Monday - Friday, and 9am-1pm on Saturdays (every Saturday). You will work a total of 35 hours per week.

Our excellent discretionary monthly bonus scheme is uncapped, giving you unlimited earning potential on top of your £24,720 base salary!

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.

What you'll be doing:

  • Taking ownership of partners leads by using a confident sales approach, building rapport and providing the highest levels of customer service at all times
  • Asking open questions to understand all relevant customer information, establishing needs and explaining product features clearly and accurately
  • Evidencing a passion for sales by being dynamic, self-motivated, and utilising both inbound and outbound opportunities to consistently achieve targets
  • Managing internal and external customer experience and demonstrating effective management of inbound and outbound workload to ensure customers receive their promised contact within agreed timescales, demonstrating flexibility to support the overall Direct Sales needs where appropriate
  • Demonstrating 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 managing own personal development to reach potential and consistently demonstrating Legal and General’s company values
  • Ensuring 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 outcomes

Qualifications

Who we're looking for:

  • People who love helping people 
  • Self-motivated and target-driven individuals
  • 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
  • Ability to manage multiple tasks and meet deadlines
  • Flexibility to work shifts and adapt to changing schedules
  • A commitment to promoting diversity and inclusion in the workplace

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
  • In 2023, some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart 

Additional Information

At L&G, we believe it's possible to generate positive returns today while helping to build a better future for all. 

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 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. 

  • Permanent/Regular or Fixed Term Contract/Temporary: Permanent (UK and ROW) / Regular (US)
  • L&G Business Unit: Legal & General Retail
  • L&G sub Business Unit: LGI
  • Primary Location: Cardiff, Four Central Square
  • Job Family: Sales
  • Other facts

    Tech stack
    Sales,Customer Service,Communication,Self-Motivation,Target-Driven,Time Management,Flexibility,Teamwork,Problem Solving,Adaptability,Technology Proficiency,Diary Management,Open Questions,Product Knowledge,Process Following,Personal Development

    About LegalAndGeneral

    Legal & General is a leading UK financial services group and major global investor.

    Our three divisions enable us to carefully invest capital over the long term in a responsible way that delivers returns to shareholders while doing good. Along with growing our pension risk transfer business, our strategy focuses on asset management as the cornerstone of our business, including by opening up private markets to more of our clients. Meanwhile, our retail business is focused on building lifelong relationships with customers as they save for retirement and protect themselves and their families.

    What unites all three parts of our business is summed up in our purpose statement which sets out what we do, why we do it, and our belief in the power of capital. It builds on what’s inspired us since our beginnings in 1836, and challenges us to do more, with greater urgency, in more places, for more people and in more ways, for the long term.

    Team size: 10,001+ employees
    LinkedIn: Visit
    Industry: Financial Services

    What you'll do

    • The Life Insurance Sales Advisor will take ownership of partner leads, using a confident sales approach to build rapport and provide high levels of customer service. They will manage customer experiences and ensure clear communication about products to drive informed customer choices.

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    Frequently Asked Questions

    What does a Life Insurance Sales Advisor do at LegalAndGeneral?

    As a Life Insurance Sales Advisor at LegalAndGeneral, you will: the Life Insurance Sales Advisor will take ownership of partner leads, using a confident sales approach to build rapport and provide high levels of customer service. They will manage customer experiences and ensure clear communication about products to drive informed customer choices..

    Why join LegalAndGeneral as a Life Insurance Sales Advisor?

    LegalAndGeneral is a leading Financial Services company.

    Is the Life Insurance Sales Advisor position at LegalAndGeneral remote?

    The Life Insurance Sales Advisor position at LegalAndGeneral is based in Cardiff, Wales, United Kingdom. Contact the company through Clera for specific work arrangement details.

    How do I apply for the Life Insurance Sales Advisor position at LegalAndGeneral?

    You can apply for the Life Insurance Sales Advisor position at LegalAndGeneral directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about LegalAndGeneral on their website.