Sales Support ExecutiveMore than Diabetes • Great Chart, England, United Kingdom
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Sales Support Executive
More than Diabetes
- Great Chart, England, United Kingdom
- Great Chart, England, United Kingdom
À propos
Hybrid (minimum 3 days per week in office)
About the role We are a growing, family-run financial services business specialising in life insurance, critical illness cover, and income protection.
This is a non-advisory, FCA-regulated administrative role. The purpose of the role is to support advisers, progress cases efficiently, and ensure customers receive a smooth, professional experience from application through to policy going live and beyond.
Key Responsibilities
Data entry and processing of new protection applications
Progressing life insurance, critical illness, and income protection cases
Ensuring all post-sale administration is completed accurately and compliantly
Maintaining CRM and internal records
Supporting advisers with FCA-regulated administrative tasks (training provided)
Acting as part of a dedicated Sales Support team ensuring operational efficiency
Active Case Progression Tasks
Chasing insurers and underwriters for updates
Liaising with GPs and medical providers to follow up on medical reports
Keeping customers informed throughout the underwriting process
Prompting customers to complete outstanding requirements
Taking ownership of case progression and ensuring cases do not stall
Acting as a point of contact for existing customers once policies are live
Handling customer queries such as policy updates, address changes, or general questions
Providing a professional, reassuring experience to customers who may be discussing sensitive health information
Phone-based work Approximately up to 50% of this Case Progression and Sales Support role involves being on the phone, including:
Outbound calls to customers
Calls to insurers and underwriters
Calls to GP practices and medical providers
Conducting or supporting health and lifestyle questionnaires when required
Who this role is for
Has experience in financial services administration or Sales Support, or
Has strong administrative and customer-facing experience and is keen to develop within financial services
Is comfortable managing multiple cases at once
Is organised, methodical, and reliable
Is confident speaking on the phone and chasing outcomes
Takes pride in keeping things moving and done properly
This is a busy, structured Sales Support and Case Progression role but not a high-pressure sales environment. Its ideal for someone who enjoys ownership and seeing tasks through to completion.
Training & Support
Full training provided on FCA-regulated administrative processes
Ongoing support from advisers and directors
Clear systems and processes in place, with scope to improve them over time
Working Arrangement This is a hybrid role: Minimum of 3 days per week in the office (mandatory) and up to 2 days per week working from home. We believe being together in the office is important for communication, team culture, and training. This role is not suitable for someone seeking a fully remote position.
Progression Opportunities
Additional support staff will be hired
There will be opportunities to take on more responsibility
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Compétences linguistiques
- English
Avis aux utilisateurs
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