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Part time Sales Support Financial Services

iRecruit Partners Ltd
Job LocationBracknell
EducationNot Mentioned
Salary£23,000 - £25,000 per annum, pro-rata
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Role Title: Sales Support - Part time, 5 days a week, 6 hours per dayDepartment: Sales Reports To: Internal Sales Manager Purpose of Role: To undertake the initial and ongoing due diligence process for our origination distribution partners, including company and broker set ups. Manage the distribution of procuration fee payments to our panel partners. To undertake administration tasks and maintain accurate data in our systems and policies.Key Accountabilities

  • Management of the end to end due diligence process for our origination distribution partners
  • To effectively set up broker companies and individual brokers in line with policy
  • Resolve issues identified with broker/broker company set ups
  • Management of the distribution of procuration fee payments for our panel partners, engaging all relevant internal and external stakeholders and executing payments in line with company policy
  • Establish an excellent working relationship with all members of the Sales function
  • Management of distribution data and CRM to ensure we have up to date contact details for our distribution panels
  • Maintain Dashboard Regional data, ensuring data assigned to correct region and facilitating change requests
  • Support the Sales Team by preparation and management of Key partner events
  • Provide testing support when new functionality/systems and processes are introduced
  • Support the Internal Sales Manager/Sales/Commercial Director in any additional administration tasks required
  • Take responsibility for personal development, identifying and pursuing opportunities where appropriate to maintain and develop skill
    • Performance Behaviours: Gets Results/ Organisation & Planning/ Ownership/ Focuses on the Customer/ Can Do Approach/ Values PeopleEssential Skills/Qualifications:
  • Good communication & stakeholder management skills
  • Excellent levels of attention to detail
  • Ability to multi task to ensure SLA’s are met
  • Proactive team player
  • Self-motivated and enthusiastic with drive to succeed and deliver results
  • Time management skills
    • Desirable Skills/Qualifications:
  • Word, Excel and PowerPoint skills
  • CRM experience
  • Financial Services experience
  • Experience in writing and adhering to policies and procedure
    • Required skills
  • Broker
  • Financial Services
  • Residential Mortgages
  • Sales Support

    • Keyskills :
    Broker Financial Services Residential Mtgages Sales Suppt

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