The Sales Support Executive plays a key role in ensuring a smooth and efficient onboarding experience for new clients.\n\nWorking closely with Regional Sales Directors, the position is primarily office-based, with occasional visits to prospects or introducers as required.\n\nThis 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.\n\nKey Responsibilities\n\n * Providing support to the Commercial Sales Team in a variety of new business administrative tasks.\n\n * Updating Salesforce with new business leads generated by the Regional Sales Directors and assisting with continued updates in Salesforce throughout the prospect journey.\n\n * Completion of debtor assessment packs\n\n * Document packs – liaise with the securities team regarding dispatch and prospects regarding completion and return.\n\n * Ownership of the Approved Pipeline Spreadsheet to enhance the on-boarding process\n\n * Assist with obtaining all pre-conditions including deed of priorities/waivers, 3rd party legal advice, re-survey’s and any further prospect information.\n\n * Ensure debtor verification is ongoing and speak with the DV team to progress matters\n\n * Assist with the on-boarding process including ensuring ‘installs’ are booked, ledgers obtained and inter-factor requirements are met.\n\n * Client Services – update the wider Client Services teams (Underwriters, Client Managers, BDP Team, Securities) of the progress of on-boarding\n\n * 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\n\n * Completion of costings and drafting indicative offers when RSD’s are unable.\n\n * Comply with money laundering regulations relating to the acquisition of New Business.\n\n * Provide support at events.

There may be a requirement to attend these events from time to time throughout the year.\n\n * In conjunction with RSD’s develop ongoing professional relationships with third party introducers.\n\n * Attend new business and introducer meetings from time to time.\n\n * Assist with process improvements\n\n * 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.\n\nSkills & Experience\n\n * Previous experience of customer/client onboarding\n\n * Experience of working in a highly targeted environment alongside salespeople\n\n * Excellent communication skills, both verbal and written. Able to demonstrate the ability to effectively communicate with stakeholders and clients at all levels\n\n * Highly organised, able to balance multiple tasks and prioritise own time\n\n * Strong initiative with good problem-solving skills\n\n * Attention to detail\n\nCompetencies\n\n * Building Relationships\n\n * Communication\n\n * Writing\n\n * Delivering Results\n\n * Dependability\n\n * Resilience