Sales Support Analyst On-Site
Core
An organized administrator managing broker accreditation, verification checks, and sales data administration with potential to grow into marketing.
Role type
Entry-level Sales Support Analyst
Builds
Broker accreditation processes, verification checks, and sales administration workflows
Domain
Financial services / Insurance administration
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Administration, Excel (sorting, filtering, formulas, pivot tables), attention to detail, written English
Preferred skills
Marketing, social media, LinkedIn, EDM, Canva
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 in Excel and CRM, prepare recurring lists and activity reports, support broker emails and social activity
Seniority
Entry level, full training provided