Job Description

Sales Support Executive - Manchester BD Support

Manchester - North West
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-surveys 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 RSDs are unable. Comply with money laundering regulations relating to the acquisition of New Business. Provide support at events. There may be a requirement to attend these events from time to time throughout the year. In conjunction with RSDs 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 Apply for this Job