Sales Support Executive – Guildford

Salary:£25,000 - £30,000
Sector:Finance & Accounts

Our client is looking for a Sales Support Executive to join their Guildford office.  Some of the daily responsibilities include but are not limited to:

Relationship Management

  • Support the Sales Support Manager in maintaining strong business relationships with the sales team both pro-actively and reactively.
  • Work with the Sales Support Manager in managing existing Intermediary relationships in line with business objectives.
  • Help to develop and enhance back-office relationships with existing firms.
  • Assist with building and maintaining the strong relationships with key stakeholders in the business, i.e. the desk, marketing, compliance and the administration teams.
  • Process Management
  • Ensure that the CRM system it is up to date and that the sales team have access to up to date reports.
  • To help the Sales Support Manager keeping up to date with market intelligence and competitor product/strategic information.
  • To support any reporting required for monthly sales meetings.
  • To accurately minute the weekly sales conference calls where required and assist with any follow up actions.
  • To assist the Sales Support Manager with any Launch or Marketing initiatives they are involved with.


Business Support

  • Answering and dealing with incoming phone calls from adviser firms
  • Assisting the Sales Support Manager with, CRM management, event follow-up and presentation materials
  • To work with the Sales Support Manager to liaise with the administration teams to resolve client or Sales Team queries


Risk and Compliance Management

  • Work towards passing relevant Regulatory Exams.
  • To act with integrity at all time and comply with the Code of Business Ethics.
  • Ability to create and maintain strong relationships with excellent communication and listening skills
  • Excellent computer skills including word, excel and power point.
  • A strong working knowledge of Microsoft outlook is preferable.
  • Experience in using CRM systems.
  • Strong analytical skills with attention to detail and accuracy
  • Very strong planning, prioritisation and organisational skills
  • Ability to learn new concepts and product knowledge
  • Works well in a team environment


If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

Apply now


Would you like to discuss this role further?
Speak to the 2i Team: 01483 414719

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