Inbound Sales Support Advisor in Birkenhead

Join to apply for the Sales Consultant role at SimplyConnected, LLC. Office Location: Birkenhead HSB (UK and Ireland), is a leading specialist provider of engineering, technology and structural warranty insurance solutions, plant and equipment inspection services, and engineering-based risk management activities in the UK and Ireland.

As Sales Consultant, you will provide high-quality sales and administrative support across the MDIS group, ensuring exceptional client service, accurate documentation, and compliance with regulatory standards. This role plays a key part in enabling the sales team to achieve business objectives by managing quotations, client communications, and internal processes efficiently and professionally.

Your Role

• Sales & Client Support Responsibilities

• Provide general sales support to Business Development Managers, Regional Sales Manager, and the wider MDIS group, offering guidance to both new and existing clients on the full range of MDIS products and services.
• Deliver a comprehensive sales support service within your respective area, including liaising with clients and technical teams to arrange pre-design meetings.
• Work directly with customers to gather all necessary information for quotations and indications and act as a main point of contact throughout the sales process.
• Follow up with customers via telephone and/or email after initial contact, within set timeframes, to build relationships and increase business turnover.
• To follow up on all formal quotations provided to your clients to answer any questions they have and with the aim to win the business.
• Assist with scheduling appointments in a non-targeted capacity.

• Manage tasks within set service level agreements (SLAs), including follow-up on new and outstanding quotes and chasing outstanding payments.
• Issue all required documentation and indicative quotations for MDIS products, and follow up regularly.
• Record all lead data accurately in internal systems to ensure relevant and up-to-date information is available.
• Undertake any additional duties as reasonably required.

• Strictly adhere to MDIS selling practices, methods, policies, and procedures in accordance with FCA rules and external compliance regulations.
• Ensure full understanding and compliance with MDIS company policies and procedures.

• Achieve agreed objectives and targets, working closely with Sales, Marketing, to support overall business goals.
• Continually aim to meet all KPIs and SLAs related to emails, tasks, and other ad‑hoc administrative requirements.
• Maintain up‑to‑date knowledge of all MDIS products and services to better support customer interactions.

• Communicate effectively and maintain excellent relationships with internal and external stakeholders to support sales objectives.
• Develop key contacts at senior levels within target organisations to foster long‑term business relationships.

Your Profile and Skills

• Sales & Client Relationship Skills

• Strong customer service and relationship‑building abilities.
• Excellent communication skills (verbal and written).
• Ability to liaise confidently with clients, senior stakeholders, and technical teams.
• Persuasive and professional telephone manner.
• Proactive follow‑up and client engagement techniques.
• Proven track record of working towards targets, in a fast‑paced, high‑volume sales environment.

• High level of organisation and attention to detail.
• Ability to manage multiple tasks and prioritise effectively.
• Experience working within service level agreements (SLAs) and key performance indicators (KPIs).
• Skilled in scheduling meetings and managing calendars.
• Accurate data entry and record‑keeping.

• Experience issuing quotations and sales documentation.
• Understanding of sales processes and pipeline management.
• Familiarity with CRM systems or internal databases.
• Ability to support sales teams with reporting and updates.

• Knowledge of FCA rules and compliance standards.
• Understanding of company policies and procedures.

Diversity, Equity & Inclusion

At HSB, Diversity, Equity, and Inclusion foster innovation and resilience and enable us to act braver and better. Embracing the power of DEI is at the core of who we are. We recognise diversity can be multi‑dimensional, intersectional, and complex, so we want to build a diverse workforce that includes a wide range of racial, ethnic, sexual, and gender identities; economic and geographic backgrounds; physical abilities; ages; life, school, and career experiences; and political, religious, and personal beliefs. Additionally, we are committed to building an equitable and inclusive work environment where this diversity is celebrated, valued, and has equitable opportunities to succeed.

All candidates in consideration for any role can request a reasonable adjustment at any point in our recruitment process. You can request an adjustment by speaking to your Talent Acquisition contact.

Seniority level: Entry level

Employment type: Full‑time

Job function: Marketing Services