Sales Support Executive in Cardiff

Job Description

We\’re recruiting for a Sales Support Executive. We’re offering a competitive base salary.

A chance to join a collaborative, customer‑focused team supporting advisers and regional sales colleagues across our Retirement Income business. This role suits someone who enjoys building relationships, solving problems, and contributing to a high‑performing sales environment.

What you\’ll be doing

• Supporting quote requests and inbound sales queries to meet agreed service levels and targets
• Building strong working relationships with regional sales teams and intermediary firms
• Completing follow‑up activity such as quote chases, discovery calls and onboarding firms to our digital application system
• Developing a detailed understanding of intermediary needs to help identify and maximise business opportunities
• Recording all quotes, calls and interactions in Salesforce to provide insight into market activity
• Taking part in training, workshops and product learning to maintain and grow your knowledge
• Supporting colleagues across the Retail division through knowledge sharing and upskilling
• Implementing Consumer Duty requirements by monitoring sales activity and escalating concerns

Who we\’re looking for

• Experience in telephone‑based sales or customer support, with the ability to influence decisions
• Confidence in presenting information clearly and engagingly
• Knowledge of the annuity or wider retirement income market, or an interest in developing this
• Understanding of the intermediary advice process and how products support customer outcomes
• Ability to build rapport and maintain strong professional relationships
• Strong organisational skills and accuracy when managing multiple tasks
• A proactive approach to learning, development and adapting to change
• RO1 or equivalent is helpful but not essential

Benefits

• The opportunity to participate in our annual, performance‑related bonus plan and valuable share schemes
• Generous pension contribution
• Life assurance
• Healthcare Plan (permanent employees only)
• At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday
• Competitive family leave
• Participate in our electric car scheme, which offers employees the option to hire a brand‑new electric car through tax efficient salary sacrifice (permanent employees only)
• Discounts on our own products and at a range of high street stores and online
• We’re creating net‑zero carbon workplaces by 2030 by investing in our sustainable, modern offices across the UK, all designed to bring people together and elevate the in‑person experience