Key Sales Administration Role
Our Sales team is seeking a skilled administrator to provide high-level support. This role involves preparing and organising sales materials, coordinating with insurers, and managing policy administration.
Key responsibilities include:
* Prepare sales materials and documentation for meetings and submissions.
* Coordinate with insurers for quotes and policy documents, ensuring timely follow-ups.
* Manage client communications and document management.
* Maintain CRM systems and databases with updated prospect and policy information.
* Support sales operations through meeting attendance, minute preparation, and ad-hoc tasks as needed.
This permanent, full-time position offers opportunities for career growth and development.
About You
We are looking for an ideal candidate with experience in administrative/customer support roles, a genuine interest or experience in the financial services industry, a positive attitude, sound communication skills, attention to detail, and organisational abilities.
As a valued member of our team, you will benefit from additional leave, volunteer days, team lunches, and more. We prioritise career development opportunities and aim to create a wonderful work environment.