At a Glance
- Tasks: Support onboarding and servicing of adviser relationships while ensuring compliance and efficiency.
- Company: Join a pioneering force in the Equity Release market with a collaborative culture.
- Benefits: Enjoy 23 days holiday, pension contributions, and wellbeing activities.
- Other info: Part-time role with flexible shift patterns and opportunities for personal growth.
- Why this job: Make a real impact by enhancing adviser experiences and driving customer outcomes.
- Qualifications: Strong communication skills and proficiency in Excel required.
The predicted salary is between 12 - 15 £ per hour.
We believe that helping people unlock a better retirement starts with helping everyone in our organisation unlock their true potential, and thrive. To do that, we’re mindful of staying true to the values that make us who we are, and proud of what we do.
More2Life is part of the Key Group of companies and has been a pioneering force in the Equity Release market since its launch in 2008. We’re proud to be one of the UK’s leading later life lending brands, offering innovative solutions to help people unlock financial freedom in retirement, and we’re passionate about helping our customers and the advisers who support them. We work collaboratively, championing great customer outcomes, compliance, and going the extra mile.
We are looking for someone passionate about great customer service and identifying opportunities to join us in a Sales Support capacity. In this role you’ll support the smooth onboarding, registration, and ongoing servicing of our adviser and firm relationships. You'll be responsible for ensuring that processes are followed, records are maintained accurately, and data insights are used to support business outcomes. This role works closely with the sales, compliance, and business intelligence teams to drive efficiency, ensure regulatory adherence, and enhance the adviser experience. You will support by taking inbound enquiries and calling outbound to advisers who submit business with us.
This is a part time role covering 20 hours per week, and we are open to discussing shift patterns.
Main role & responsibilities:- Registration & Onboarding: Complete registration checks and ensure adherence to internal processes when onboarding new advisers and firms. Maintain a smooth and compliant registration journey for intermediaries.
- CRM & Data Management: Ensure CRM records are accurate and reflect any changes to accounts, contacts, or adviser details. Support advisers with inbound enquiries in relation to equity release applications and support on solutions to help their customer. Being proactive when the business requires with outbound calls to support business retention. Identify and escalate sales opportunities uncovered through registrations or adviser communications to the sales team. Respond to intermediary enquiries in a timely and professional manner, ensuring a positive adviser experience. Initiating commission payments.
- Process & Efficiency: Contribute to continuous improvement initiatives for the management of firms and advisers. Suggest and support the implementation of process improvements to drive operational efficiency.
- Proficient working on Excel, and highly organised.
- Strong communicator and able to provide solutions.
- Ability to multitask and manage several email inboxes as well as inbound and outbound calls.
- Dedicated to delivering strong customer outcomes.
Most of all we look for people who display and work around the core values of our business:
- Ambitious – to break ground to help our customers enjoy a better retirement.
- Supportive – relationships are key to everything we do.
- Personal – going above and beyond to offer exceptional service.
- Integrity – honest, true and transparent in all of our relationships.
- Responsive – whatever the challenge we’ll deliver the right result.
- Expert – experts in our field, our thirst for knowledge never stops.
- 23 days holiday, plus bank holidays. Rising to 28 days based on length of service.
- Additional holiday purchase scheme.
- 1 extra day to carry out charity work, and another day for your choice of wellbeing activity.
- Pension: 5% Employee and 8% Employer.
- Simply health cashback plan.
- Life Assurance x4 salary.
- Plus so much more!
Sales Support in Preston employer: Key Retirement Group Ltd
More2Life is an exceptional employer located in Preston, Lancashire, dedicated to fostering a supportive and ambitious work culture that empowers employees to thrive. With a strong focus on personal development, the company offers generous benefits including up to 28 days of holiday, a robust pension scheme, and opportunities for community engagement, making it an ideal place for those passionate about delivering outstanding customer service in the equity release market.
StudySmarter Expert Advice🤫
We think this is how you could land Sales Support in Preston
✨Tip Number 1
Get to know the company inside out! Research More2Life and understand their values, products, and the equity release market. This will help you tailor your conversations and show that you're genuinely interested in being part of the team.
✨Tip Number 2
Practice your communication skills! Since this role is all about supporting advisers and providing solutions, make sure you can articulate your thoughts clearly. Role-play with a friend or use our resources to sharpen your skills before any calls.
✨Tip Number 3
Be proactive! When you’re on the phone or responding to emails, don’t just wait for questions to come to you. Anticipate what advisers might need and offer solutions before they even ask. This shows initiative and a customer-first mindset.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re tech-savvy and comfortable with the digital tools we use in the business. Don’t miss out on this opportunity!
We think you need these skills to ace Sales Support in Preston
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Sales Support role. Highlight your experience in customer service and any relevant skills that match what we’re looking for, like being organised and a strong communicator.
Show Your Passion:We love seeing candidates who are genuinely excited about helping others. In your application, share why you’re passionate about great customer service and how you can contribute to our mission of supporting advisers and their clients.
Be Clear and Concise:When writing your application, keep it straightforward. Use clear language and avoid jargon. We want to see your personality shine through, so don’t be afraid to let us know who you are!
Apply Through Our Website:To make sure your application gets to us directly, apply through our website. It’s the best way to ensure we see your application and can consider you for the Sales Support position.
How to prepare for a job interview at Key Retirement Group Ltd
✨Know Your Stuff
Before the interview, make sure you understand the company’s values and how they relate to the Sales Support role. Familiarise yourself with equity release concepts and the importance of customer service in this sector. This will show your passion and commitment to helping customers achieve financial freedom.
✨Showcase Your Communication Skills
As a Sales Support candidate, strong communication is key. Prepare examples of how you've effectively handled customer inquiries or resolved issues in the past. Be ready to demonstrate your ability to multitask and manage communications across different channels, as this is crucial for the role.
✨Highlight Your Organisational Skills
Since the role involves maintaining accurate CRM records and managing multiple email inboxes, be prepared to discuss your organisational strategies. Share specific tools or methods you use to stay organised and ensure compliance with processes, which will resonate well with the interviewers.
✨Be Proactive and Solution-Oriented
During the interview, express your proactive approach to identifying sales opportunities and improving processes. Share instances where you’ve gone above and beyond to support customers or colleagues, as this aligns perfectly with the company’s core values of being supportive and responsive.
