Job Description
The role of the Sales Support Executive is pivotal in supporting our Financial Advisers throughout the sales process. This involves managing administrative tasks, client service, and compliance-related activities to ensure a seamless client journey.
Key Responsibilities:
* Liaise with life companies to obtain information on existing policies and prepare tailored client quotations.
* Maintain accurate and up-to-date client records within the CRM system.
* Collect and organise investment and pension fund information, including performance data.