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Sales Support Specialist

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Jobs via eFinancialCareersOur Client, a leading UK Investment Manager, are looking for a Sales Support Specialist to work as part of the sales support team, providing proactive support and sales enablement on behalf of the UK Charities Distribution team. The candidate will work closely with the key stakeholders of both the Asset Management and Investment Management divisions, including the Head of Charities within Distribution, Investment/fund managers, marketing, operations and compliance teams, to help achieve the sales targets and business objectives.Responsibilities

Work with the Private Client Business Development Directors to support the execution and review of the sales and distribution strategyProvide reactive and proactive sales intelligence reports and MI in support of sales activity and pipeline management, including management of the CRM (Salesforce)Oversee the organisation of client events and sales meetings to ensure Business Development Directors are maximising time with clientsIf required and as directed, proactively follow-up sales activitiesWork with key stakeholders to oversee/produce client reporting and collateral requirements, including client presentation materialAct as the initial escalation point for client service and operational queries, utilising internal stakeholder teams for query resolutionMaintain a high level of product knowledge and relevant market insightEnsure service is timely, output is of a high quality and risks and issues are mitigated through our service modelWork with the Proposal team to oversee new business proposals and due diligence requestIdentify and undertake research on given topics, such as adviser data and competitor analysisProvide support and expert assistance with systems and processes including Salesforce and SeismicKnowledge and Experience

Detailed understanding of the products and services my client provideStrong time management and prioritisation skillsAbility to develop and maintain positive working relationshipsStrong communicatorSystems competence – demonstrates competence in using company systems including SalesforceSolid understanding of the regulatory environment in which we operateUnderstanding of the competitive environment in which we operateExperience working in a similar role in Financial Services/the wealth management industryRelevant industry qualificationSeniority level

Entry levelEmployment type

Full-timeJob function

SalesIndustries

Advertising Services

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