Sales Support Executive

OVERALL SUMMARY

At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you dont tick every box. We celebrate diversity promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

Join the Close Brothers Premium Finance Team where you will enable the Sales Managers to sell increasing finance penetration of the existing broker portfolio retention of existing accounts / contracts and conversion of new business leads.

Working as part of the Sales Operationsteamour ideal team member will have previous experience in analysing large amounts of data from multiple sources summarising it effectively to pick out key trends and topics to be relayed to the broker with excellentcommercial awareness balanced with good risk management values.

RESPONSIBILITIES

• Ensure that you maintain regular scheduled contact with the Sales Managers ideally daily.
• Ensure any Sales Manager requests for rates papers are interpreted accurately and questioned wherever necessary to reduce errors.
• UseSalesforce to identify new business leads assigned to Sales Managers completing basic pre-onboarding checks to streamline to process and minimise the risk of missing or incomplete documentation.
• Work closely with Sales Managers to drive up finance penetration broker retention and successful new business onboarding.
• Build and maintain strong effective working relationships with Brokers.
• Ensure all relevant broker contact is logged in Salesforce to assist the Sales Manager in maintaining relationships.
• Make use of available data to support the Sales Managers in having value-add conversations with their brokers.

WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE/ARE:

• An ability to work independently whilst still contributing to the team dynamic.
• The ability to build and maintain relationships both internally and externally.
• Client centric and always putthe customer at the heart of everything you do.
• The Ability to interpret data from multiple sources.
• An ability to effectively prioritise and execute tasks in a high-pressure environment.
• Strong planning and delivery management.
• Excellent written and oral communication skills.

IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE:

• Good knowledge of Microsoft Excel Salesforce.
• Knowledge of the insurance market / regulatory requirements

We are committed to providing an inclusive and accessible recruitment process. We recognise that candidates may have specific needs that require adjustments to ensure they have a fair and equal opportunity to demonstrate their skills and abilities. Candidates who require the job description or application form in an alternative format or any other adjustments are encouraged to email us at or request a call back.

ABOUT US

At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working.

Close Brothers is a leading UK merchant banking group providing lending deposit taking and securities trading. We employ approximately 3000 people principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250.

To find out more about Close Brothers please visit our careers page: find out more about life at Close Brothers:
find out more about our benefits:
find out more about our commitment to creating an inclusive environment:
Our Responsibility - Diversity and inclusion Close Brothers Group

#LI-CD1 #LI-Hybrid

At Close Brothers Group we are all connected by our mission to be the best place in the UK for wealth professionals and their clients.

We believe that everyone should think ahead have a financial plan and invest wisely. Our clients are professionals business owners individuals charities families and employers who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.

We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong long-term relationships with our clients.

Sustainability is fundamental to our purpose and we have a responsibility to help address the social economic and environmental challenges facing our business colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.

Our vision is to develop an open and inclusive company that ensures everyone is valued respected and included so that in years to come our business will represent a diverse and inclusive workforce from the top down.

We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities.