Sales Support Analyst
Core
Owns broker accreditations, verification checks, and administration/data for the broker and customer channel.
Role type
Sales Support Analyst
Builds
Maintains broker and customer databases, prepares activity reports, supports sales channel operations
Domain
Financial services / Lending
Deliverable
dashboards & analysis
Required skills
Document verification, Database management, Excel (sorting, filtering, formulas, pivot tables), Written communication, Query handling
Preferred skills
Marketing interest, Social media content creation, LinkedIn management
Responsibilities
Process broker accreditation applications end to end, Complete customer and broker verification tasks, Handle inbound broker and customer queries, Maintain broker and customer database, Prepare recurring lists and activity reports, Support broker emails and social activity