Sales Support job at Preston Full Time NEW

We believe that helping people unlock a better retirement starts with helping everyone in our organisation unlock their true potential, and thrive.

To do that, we’re mindful of staying true to the values that make us who we are, and proud of what we do.

More2Life is part of the Key Group of companies and has been a pioneering force in the Equity Release market since its launch in 2008. We’re proud to be one of the UK’s leading later life lending brands, offering innovative solutions to help people unlock financial freedom in retirement, and we’re passionate about helping our customers and the advisers who support them. We work collaboratively, championing great customer outcomes, compliance, and going the extra mile.

We are looking for someone passionate about great customer service and identifying opportunities to join us in a Sales Support capacity. In this role you’ll support the smooth onboarding, registration, and ongoing servicing of our adviser and firm relationships. You’ll be responsible for ensuring that processes are followed, records are maintained accurately, and data insights are used to support business outcomes. This role works closely with the sales, compliance, and business intelligence teams to drive efficiency, ensure regulatory adherence, and enhance the adviser experience. You will support by taking inbound enquires and calling outbound to advisers who submit business with us.

This is a part time role covering 20 hours per week, and we are open to discussing shift patterns.

Main role & responsibilities:

• Registration & Onboarding

  • Complete registration checks and ensure adherence to internal processes when onboarding new advisers and firms.

  • Maintain a smooth and compliant registration journey for intermediaries.

• CRM & Data Management.

  • Ensure CRM records are accurate and reflect any changes to accounts, contacts, or adviser details.

  • Support advisers with inbound enquires in relation to equity release applications and support on solutions to help their customer. Being proactive when the business requires with outbound calls to support business retention.

  • Identify and escalate sales opportunities uncovered through registrations or adviser communications to the sales team.

  • Respond to intermediary enquiries in a timely and professional manner, ensuring a positive adviser experience.

  • Initiating commission payments.

• Process & Efficiency

  • Contribute to continuous improvement initiatives for the management of firms and advisers.

  • Suggest and support the implementation of process improvements to drive operational efficiency.

Skills & experience we look for:

• Proficient working on Exell, and highly organised.

• Strong communicator and able to provide solutions.

• Ability to multitask and manage several email inboxes as well as inbound and outbound calls.

• Dedicated to delivering strong customer outcomes.

Most of all we look for people who display and work around the core values of our business:

Ambitious – to break ground to help our customers enjoy a better retirement.

Supportive – relationships are key to everything we do.

Personal – going above and beyond to offer exceptional service.

Integrity – honest, true and transparent in all of our relationships.

Responsive – whatever the challenge we’ll deliver the right result.

Expert – experts in our field, our thirst for knowledge never stops.

Benefits:

• 23 days holiday, plus bank holidays. Rising to 28 days based on length of service

• Additional holiday purchase scheme

• 1 extra day to carry out charity work, and another day for your choice of wellbeing activity

• Pension: 5% Employee and 8% Employer

• Simply health cashback plan

• Life Assurance x4 salary

• Plus so much more!