More jobs:
Internal Sales Assistant
Job in
Leeds, West Yorkshire, ME17, England, UK
Listed on 2026-10-02
Listing for:
Service Service Employment Agency Limited
Full Time
position Listed on 2026-10-02
Job specializations:
-
Sales
Sales Administrator, Inside Sales
Job Description & How to Apply Below
They value collaboration, creativity, and a passion for helping clients achieve their financial goals. If you are dedicated, driven, and eager to learn and grow within the business then please read on!
The role:
My client is seeking an organised and proactive Internal Sales Assistant to join their team in the finance industry. You will support the development of new business opportunities and maintain the best level of service to existing clients. The role combines client communication with administrative support, including keeping records up to date, coordinating onboarding, and preparing sales information for the team.
Key Responsibilities:
Answer inbound phone calls and emails from client Respond to routine client enquiries, record their needs in their CRM system, arrange follow-up with the appropriate team member and manage sales pipeline Research potential new business opportunities and maintain accurate prospect records Support lead generation through market research, outreach, networking activity, and follow-up Help prepare presentations and information about financial products and services for client Compile sales reports, pipeline updates, and forecasts for management
Qualifications:
Experience in an administrative, customer service, sales support, or account support role; experience in finance is helpful. An interest in developing knowledge of financial products and services Clear communication skills and a professional, client-focused approach Strong organisational skills, attention to detail and client follow-up Proficiency in Microsoft Office; experience with CRM software is helpful Benefits:
Competitive salary Annual Incentive Scheme 22 Days Annual holiday entitlement increasing with annual service Public Holidays Birthday Leave Professional development opportunities Collaborative and supportive work environment I look forward to hearing from you!
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