As a highly organized and proactive Sales Support Coordinator, you will play a vital role in ensuring the smooth operation of our sales team.
Key Responsibilities:
* Customer Support
* You will provide exceptional support to our financial advisors, assisting with insurance and pension administration for a diverse client base.
* Review all documentation to ensure accuracy and compliance with contractual requirements.
* Manage and maintain client data using our customer relationship management (CRM) system.
* Liaise with life assurance and pension companies to manage client cases effectively.
* Collaborate closely with financial planners and colleagues to deliver excellent service.
* Ensure compliance with regulatory requirements and internal policies.
* Respond promptly to client and internal queries with professionalism and attention to detail.