Sales Support Executive

Location : Hybrid (minimum 3 days per week in office)

We are a growing, family-run financial services business specialising in life insurance, critical illness cover, and income protection.

This is a non-advisory, FCA-regulated administrative role. The purpose of the role is to support advisers, progress cases efficiently, and ensure customers receive a smooth, professional experience from application through to policy going live and beyond.

• Data entry and processing of new protection applications
• Progressing life insurance, critical illness, and income protection cases
• Ensuring all post-sale administration is completed accurately and compliantly
• Maintaining CRM and internal records
• Supporting advisers with FCA-regulated administrative tasks (training provided)
• Acting as part of a dedicated Sales Support team ensuring operational efficiency

• Chasing insurers and underwriters for updates
• Liaising with GPs and medical providers to follow up on medical reports
• Keeping customers informed throughout the underwriting process
• Prompting customers to complete outstanding requirements
• Taking ownership of case progression and ensuring cases do not stall
• Acting as a point of contact for existing customers once policies are live
• Handling customer queries such as policy updates, address changes, or general questions
• Providing a professional, reassuring experience to customers who may be discussing sensitive health information

Approximately up to 50% of this Case Progression and Sales Support role involves being on the phone, including:

• Outbound calls to customers
• Calls to insurers and underwriters
• Calls to GP practices and medical providers
• Conducting or supporting health and lifestyle questionnaires when required

• Has experience in financial services administration or Sales Support, or
• Has strong administrative and customer-facing experience and is keen to develop within financial services
• Is comfortable managing multiple cases at once
• Is organised, methodical, and reliable
• Is confident speaking on the phone and chasing outcomes
• Takes pride in keeping things moving and done properly

This is a busy, structured Sales Support and Case Progression role but not a high-pressure sales environment. Its ideal for someone who enjoys ownership and seeing tasks through to completion.

• Full training provided on FCA-regulated administrative processes
• Ongoing support from advisers and directors
• Clear systems and processes in place, with scope to improve them over time

This is a hybrid role:
Minimum of 3 days per week in the office (mandatory) and up to 2 days per week working from home. We believe being together in the office is important for communication, team culture, and training. This role is not suitable for someone seeking a fully remote position.

• Additional support staff will be hired
• There will be opportunities to take on more responsibility