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Are you an experienced Sales Team Leader who has worked with supporting policy roll out to high end clients? Â If so read on as an exciting opportunity has arisen to ensure the smooth operations from start to finish of a sale in a growing and profitable business. This role involves providing client advice, marketing products and ensuring effective communication and first-class service with all key stakeholders. This position requires a detail-oriented individual with excellent analytical skills and a comprehensive understanding of FCA regulations.
Day to Day duties of the role:
- Provide timely, accurate, and effective administration to support high-profile, professional clients.
- Handle initial enquiries regarding company product advising clients on appropriate actions.
- Manage initial proposals, ensuring accuracy and completeness before forwarding for pricing
- Maintain communication with clients to keep them informed about their quotation status.
- Issue quotations and supporting documents to clients, addressing any queries that arise.
- Process new memberships and renewals, ensuring all documentation is correct and timely.
- Maintain accurate information on all databases and spreadsheets.
- Organise stands at conferences, including logistics, marketing materials, and payment coordination.
- Arrange meetings, accommodation, and travel arrangements as needed.
- Manage a small team, ensuring adherence to systems and procedures.
Required Skills & Qualifications:
- Strong analytical skills.
- Proficiency in Microsoft Word and Excel.
- Exceptional attention to detail.
- Excellent interpersonal skills, capable of representing the company externally.
- Understanding of and compliance with FCA regulations.
- In-depth knowledge of scheme rules, policy wording, and benefits.
- Ability to apply rules and benefits to daily processing tasks.
Please apply online now if this sounds like the role for you.
