Sales Support Executive

Sales Support & Case Progression Executive
Salary: £30,000–£35,000

Location:

Hybrid – minimum 3 days per week in-office

An exciting opportunity has arisen for a highly organised Sales Support & Case Progression Executive to join a growing, family-run financial services business operating within the life insurance sector. This is a permanent, full-time position offering hybrid working and genuine long-term progression.

This non-advisory, FCA-regulated administrative role is ideal for someone with experience in financial services, case handling, or regulated administration. The successful candidate will provide crucial support to advisers, progress applications efficiently, and ensure clients receive a smooth, professional service from application through to policy activation and beyond.

This is a varied and detail-driven role that requires strong communication skills, initiative, and the ability to manage multiple case files with minimal supervision.

Key Responsibilities
You’ll play a pivotal role in three key areas:

1. Sales Support & Compliance Administration

Processing new life, critical illness, and income protection applications
Updating CRM systems and internal records
Supporting advisers with regulated post-sale admin tasks

2. Case Progression (Underwriting Pipeline Management)

Chasing insurers, underwriters, and medical providers for updates
Liaising with GPs for medical reports
Keeping clients updated and moving cases forward without delay

3. Ongoing Client Support

Handling queries from existing policyholders
Managing updates such as changes of address or contact details
Delivering a professional and empathetic service, even when discussing sensitive medical or lifestyle information

About You

We’re looking for someone who thrives in a structured environment, enjoys taking ownership of their work, and is confident communicating with customers, insurers, and medical professionals by phone. You’ll be comfortable handling up to 50% phone-based work, including outbound calls.

You may have worked in a financial services admin role, a regulated sales support team, or a case progression function in protection, mortgage, or insurance. You’ll be methodical, reliable, and take pride in seeing things through to completion.

What’s on Offer

£30,000–£35,000 salary depending on experience
Hybrid working (minimum 3 days in the office)
Full training on FCA-compliant admin processes
Ongoing support from experienced advisers and leadership
Progression opportunities as the business expands and new support roles are created

Working Hours & Location

This is a hybrid role, with a minimum of 3 days per week in the office. Up to 2 days can be worked remotely. Please note this role is not suitable for someone seeking a fully remote position.

How to Apply

If you’re a motivated administrator with a background in regulated financial services or a strong desire to enter the field, we’d love to hear from you