Working here is about being there for our customers; we're available should the worst happen and we work together to enable social and financial equality across the UK. But it's also about you -how you develop and what you can achieve. We'll help your talent thrive in an environment where you'll be supported to work flexibly and autonomously, sharing in our success and rewarded for a great performance with a generous benefits package.
With a team of over 400 people servicing over 2.8 million customers and over 13,000 corporate clients our Workplace DC Pensions business helps people plan and save for their retirement. Our vision is to be recognised through market leading customer engagement and digital innovation as the expert in helping customers achieve their long term saving goals and to be their employer's partner of choice.
We're a trusting, enthusiastic and commercially ambitious business who really care about helping our customers save for their future. We value each other and take absolute pride in performing at our very best.
We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.
Ensure the co-ordination and worksite delivery of targeted and effective member presentational activities,...
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Ensure the co-ordination and worksite delivery of targeted and effective member presentational activities, working closely with the wider Client Relationship Management team and contributing to the continued development of presentational materials and proposition
Working closely with the wider Client Relationship Management team, co-ordinate and personally deliver successful member presentations, thereby contributing to the delivery of growth targets across the portfolio through increased member engagement and in turn increased member contribution profile and pension pot consolidation activity
As required for the fulfilment of the role, establish and maintain good working relationships with key individuals within identified corporate clients, ensuring the smooth running and ultimate success of member presentational activity and that any new business, restructure and cross-selling opportunities are immediately alerted to the Client Director
Regularly liaise with Client Directors to update on activity and feedback in respect of clients in common, updating client records on the CRM system to ensure that all activity and key related points are captured, thereby ensuring that business plans can be further developed accordingly
Feedback and engage appropriately with other areas within LGIM DC (Client Communications, Product) to ensure proposition, messaging and materials are continually adjusted to aid member understanding and engagement and ultimately to influence members to increase contributions and pension pot consolidation
Maximise cost effectiveness and employer satisfaction by implementing best practice in all aspects of the development and delivery of member presentational activity and engagement across the portfolio, working with employers to pilot and report back appropriately on new initiatives and ensuring all activity undertaken in fulfilling the role considers the treating customer fairly
Personally maintain a good knowledge of LGIM DC Pensions products, proposition and processes, keeping abreast of legislative developments and other market activity in order to be able to discuss relevant topics in an informed manner when attending client sites
Professional qualifications in relation to the role are desirable for example PMI, Certificate in Financial Planning, IMC
Experience and knowledge of DC product solutions and marketplace
Corporate client relationship engagement experience in a product provider, asset manager or EBC/significant intermediary
Good understanding of investments, able to articulate at a high level in a clear manner for an employee audience
Excellent communication/presentation skill - a track record of successful client engagement and presentational experience is a requirement, as is the ability to articulate and convey information in a straightforward, clear and compelling manner to audiences with varying levels of understanding of the subject matter
Whatever your role, we reward ability, performance and attitude with a package that looks after all the things that are important to you. Our employees have a wide range of benefits including a generous pension scheme, life assurance, 25 days' holiday (plus one day after two years), private medical insurance, performance related bonuses, a variety of share schemes, discounts at both a huge range of high street stores and our own great products, your hard work will be rewarded when you join us. £380 per month cash car allowance
For further information please contact firstname.lastname@example.org.