Sales Support Executive, HNW insurance and wealth solutions
Core
Prepare sales presentation decks, gather client documentation, and support transaction processing for high-net-worth insurance and wealth planning clients.
Role type
Sales support executive (HNW/UHNW insurance and wealth solutions)
Builds
Client engagement materials, transaction records, and service delivery for HNW/UHNW clients
Domain
Insurance and wealth management
Deliverable
client delivery
Required skills
Client service, documentation management, presentation deck preparation, transaction processing, regulatory compliance, lead tracking, meeting coordination
Preferred skills
None stated
Technologies
Microsoft Office (Word, Excel, PowerPoint)
Responsibilities
Prepare presentation decks for sales team usage, assist in gathering client information and documentation, maintain service standards for customer satisfaction, ensure adherence to regulatory and compliance requirements, support sales team in serving HNW clients, partner with business support and service providers for transaction processing, organize client prospecting activities, support follow-up and meeting scheduling
Seniority
Mid-level, 3+ years experience