Sales Support Executive

The Sales Support Executive plays a key role in ensuring a smooth and efficient onboarding experience for new clients.

Working closely with Regional Sales Directors, the position is primarily office-based, with occasional visits to prospects or introducers as required.

This role centres on managing post-sale activities and supporting administrative tasks essential to client onboarding. It requires a proactive, organised approach to meet strict deadlines and maintain the highest standards of service. A self-starter with strong multitasking skills and a positive attitude will thrive in this position, helping to uphold the businesses reputation and deliever excellent customer experience.

Key Responsibilities

* Providing support to the Commercial Sales Team in a variety of new business administrative tasks.

* Updating Salesforce with new business leads generated by the Regional Sales Directors and assisting with continued updates in Salesforce throughout the prospect journey.

* Completion of debtor assessment packs

* Document packs – liaise with the securities team regarding dispatch and prospects regarding completion and return.

* Ownership of the Approved Pipeline Spreadsheet to enhance the on-boarding process

* Assist with obtaining all pre-conditions including deed of priorities/waivers, 3rd party legal advice, re-survey’s and any further prospect information.

* Ensure debtor verification is ongoing and speak with the DV team to progress matters

* Assist with the on-boarding process including ensuring ‘installs’ are booked, ledgers obtained and inter-factor requirements are met.

* Client Services – update the wider Client Services teams (Underwriters, Client Managers, BDP Team, Securities) of the progress of on-boarding

* New Prospects – Introduce yourself and liaise regularly with New Prospects to ensure they have provided the Documents and any additional information required for onboarding, and keep them updated throughout

* Completion of costings and drafting indicative offers when RSD’s are unable.

* Comply with money laundering regulations relating to the acquisition of New Business.

* Provide support re may be a requirement to attend these events from time to time throughout the year.

* In conjunction with RSD’s develop ongoing professional relationships with third party introducers.

* Attend new business and introducer meetings from time to time.

* Assist with process improvements

* Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities required by the Regulatory Bodies are carried out to the standards required.

Skills & Experience

* Previous experience of customer/client onboarding

* Experience of working in a highly targeted environment alongside salespeople

* Excellent communication skills, both verbal and written. Able to demonstrate the ability to effectively communicate with stakeholders and clients at all levels

* Highly organised, able to balance multiple tasks and prioritise own time

* Strong initiative with good problem-solving skills

* Attention to detail

Competencies

* Building Relationships

* Communication

* Writing

* Delivering Results

* Dependability

* Resilience