Overview
Role: Sales Admin Team Leader - MUST have bridging experience
As a Sales Admin Team Leader you will be responsible for oversight and management of the bridging sales administration function and the sales administration team in meeting the bridging sales team objectives.
The role will include onboarding and training the sales administrators, assisting the admin team to ensure SLA’s are met for all the admin responsibilities and insights on improving processes to achieve best practise. The role will include administrative tasks which support the wider team and Head of Internal Sales/Head of Sales to include daily reporting and management information, incentive management, maintenance of sales systems (Fusion & HubSpot) and ad hoc administrative tasks.
As a team leader, you will require the knowledge to be able to support introducers and handle queries to provide impeccable service and maximise sales opportunities as an extension to the sales team.
Key Accountabilities
- To assist the sales team in delivery of new business targets by ensuring essential administrative functions are completed within agreed SLA.
- Have oversight and manage the workload and effectively prioritise requests to support the sales team in meeting business targets, completing tasks personally where required
- Speaking to our introducers and handling queries to provide impeccable service and maximise sales opportunities as an extension to the sales team.
- Maintaining introducers on the system, ensuring they have the required permissions and licences to transact with West One and obtaining relevant documentation.
- Ensure knowledge of wider group products and criteria to identify opportunities for cross product sales.
- Ensuring that systems are kept up to date, accurately recording the discussions/activities.
- Maintain knowledge of general market as applicable/where enables and/or impacts sales e.g., basic mortgage definitions, current mortgage market trends/news.
- This list is not exhaustive and the duties are liable to change from time to time in line with the needs of the business
- Pass internal competency tests post induction
- Excellent communication skills written and verbal which is essential for managing a team, liaising with key stakeholders and communicating with clients
- Ability to multi-task and prioritise the workload to ensure SLA's and new business targets are me
- Excellent attention to detail, being able to identify any errors to ensure accurate information is created and recorded within internal systems
- Able to identify and highlight areas of opportunity or improvement and implement these
- Intermediate used of MS Excel to be able to create, provide and maintain management information
- Approachable, resilient and flexible, ability to stay calm and be comfortable working under pressure
Knowledge & Qualifications
- Intermediate MS Excel knowledge
- Experience within financial services or bridging finance
- Previous experience in personnel management
- PC Literate with a good knowledge of Outlook, Word and PowerPoint
Personal Attributes
- Approachable and self- motivated
- Resilient and flexible
- Team Player
Seniority level
Employment type
Industries
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