Legal & General is a leader in Pension Risk Transfer with over 30 years of experience globally, servicing over a million annuitants. Building on our global success, we established our Pension Risk Transfer platform in the US in 2015.  The business has grown steadily and we have written over $1 billion in premiums in each of the past 3 years.

At Legal & General Retirement America, we aim to make a positive difference in the lives of our customers, partners, colleagues, and the communities in which they live.  We are passionate about what we do and how we do it. This means working with pace and energy to reach our goals and challenging ourselves to achieve more.  We strive to create a unique environment where balance between work and life is possible. 

Purpose and Objective

This is an experienced role within the Distribution team. Our distribution team’s purpose is to represent Legal & General Retirement America’s value by ensuring a great experience for clients, building trusted relationships with intermediaries, and facilitating growth opportunities for the company.

The focus of this role is to lead complex US Pension Risk Transfer (PRT) transactions and to display a great understanding and knowledge of RFP and PRT processes and products and the work of the Distribution activity.

• Work on the production of responses to RFPs by contributing to the end-to-end proposal process to ensure fit for purpose and best quality proposals are submitted to clients.
• Lead deals and ensure alignment & content fits with objectives of the RFP. This includes coordinating across Distribution, Pricing, Risk, Operations, Finance, Legal, LGIMA and where relevant relationships exist, UK divisions.
• Respond to stakeholder requests for information, manage expectations, keep relevant parties informed, focus on timely delivery, and take ownership for resolving issues.
• Prepare documents to meet visual, creative, and innovative requirement of customer, intermediaries, consultants & clients consistent with brand & values.
• Complete detailed analysis on each RFP we receive and contribute to the presentation of each to senior management such that the best decisions can be made. This includes presenting on angles varying from actuarial, relationship, project management/timing of a deal and any specific complexities of each individual deal.
• Build relationships with PRT intermediaries to position the business appropriately and point of contact for all day to day relationship management.
• Maintain, at all times, a continuous improvement philosophy and identifying opportunities for improvement and efficiency gains.
• Work as a member of the team, contribute to knowledge sharing through on the job training and participation in team meeting in order to improve the capability, values, morale, and contribution of the team.

• Requires 3+ years’ work experience in financial, investment or insurance industry, including experience in a client facing role. PRT specific experience is a plus.
• College Degree (BA / BS), typically in business and administration field or actuarial science.
• Strong commitment to service and delivery for best outcomes
• Ability to communicate clearly and effectively with executive-level individuals, both internal and external
• Ability to develop basic understanding of highly technical content and translate into appropriate content for our clients
• Ability to successfully balance the demands of routine work, ad hoc requests and project delivery
• Strong project management skills, including ability to manage large scale projects with multiple stakeholders and successfully balance the demands of routine work, ad hoc request and project delivery
• Strong analytical, technical and critical problem-solving skills to assist with sound decision making
• Experience with Microsoft Office Suite, Smartsheet and Workfront a plus

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation