Sales Experience Consultant
Core
Support the Employee Benefits sales team in the UK by providing administrative assistance to Sales Account Executives and managing broker relationships.
Role type
Sales Administrator / Sales Experience Consultant
Builds
Administrative support for sales targets and broker account management
Domain
Financial Services / Employee Benefits
Deliverable
product features
Required skills
Salesforce management, telephone communication, PowerPoint creation, report generation, meeting preparation, account management, AI fluency, attention to detail, time management
Preferred skills
Financial Services experience, Group Risk experience, experience with financial advisers, knowledge of Group Life and Group Income Protection Benefits
Responsibilities
Provide service to Financial Advisers by telephone and email; manage Salesforce system; support Sales Account Executives with administrative tasks; run reports and prepare meetings; act as point of contact when salesperson is away; leverage AI tools for productivity.
