At a Glance
- Tasks: Support brokers, manage relationships, and analyse sales data in a dynamic environment.
- Company: A growing financial services organisation with a focus on collaboration and development.
- Benefits: Competitive salary, hybrid working model, and opportunities for career growth.
- Other info: Flexible working hours and a chance to develop your career in finance.
- Why this job: Join a fast-paced team and make a real impact on commercial success.
- Qualifications: Experience in sales support or customer relationship roles, strong organisational skills.
The predicted salary is between 30000 - 35000 £ per year.
We are partnering with a growing and ambitious financial services organisation seeking a proactive and commercially minded Sales Support Officer to join their expanding commercial team. This is an excellent opportunity for someone who enjoys relationship management, sales coordination, data analysis and operational support within a fast‑paced, customer‑focused environment. The position offers strong long‑term development potential into broader commercial, business development or strategy focused roles.
The Opportunity
Working closely with senior commercial leadership, you will play a key role in supporting intermediary and broker relationships, ensuring high service standards, producing meaningful sales insight, and helping drive commercial growth. This role would suit someone who is highly organised, analytically minded and confident managing multiple priorities while building strong professional relationships.
Key Responsibilities
- Broker & Relationship Support
- Act as a first point of contact for broker and intermediary enquiries.
- Support broker onboarding and annual review processes.
- Build and maintain strong working relationships with intermediary partners.
- Ensure queries and service issues are resolved efficiently and professionally.
- Sales Support & Coordination
- Support the commercial team in achieving volume, conversion and service targets.
- Assist with pipeline management, case tracking and follow-up activity.
- Coordinate broker communications and engagement initiatives.
- Prepare meeting packs, presentations and sales materials.
- Reporting & Sales Analysis
- Produce regular management information and sales reporting.
- Analyse trends, broker performance and conversion activity.
- Provide insight and recommendations to senior stakeholders.
- Maintain accurate CRM records and reporting systems.
- Operational Improvement
- Identify opportunities to improve internal processes and customer journeys.
- Support operational and sales improvement initiatives.
- Ensure compliance with regulatory standards and internal policies.
- Maintain high standards of data quality and record keeping.
About You
We are looking for someone with:
- Previous experience in a sales support, broker support, intermediary support or customer relationship role.
- Strong organisational and administrative skills.
- Excellent attention to detail and communication skills.
- Experience producing reports and analysing sales data.
- A proactive, solutions-focused approach.
- The ability to manage competing priorities in a fast-moving environment.
- Strong Microsoft Office skills, particularly Excel and PowerPoint.
Desirable Experience
- Financial services, banking, lending, mortgage or fintech experience.
- Knowledge of intermediary or broker distribution channels.
- Experience using CRM systems and sales reporting tools.
- Understanding of UK regulatory frameworks and Consumer Duty principles.
Working Pattern
Hybrid working model: 3 days office-based in Birmingham / 2 days remote. Monday to Friday, standard office hours. Flexibility may occasionally be required to support business needs.
If you are looking to join a collaborative and growing organisation where you can develop your commercial career and make a genuine impact, we would love to hear from you.
Sales Support Officer in Birmingham employer: Trades Workforce Solutions
Join a dynamic financial services organisation in Birmingham that prioritises employee growth and development. With a hybrid working model, you will enjoy a balanced work-life environment while being part of a collaborative team that values strong relationships and operational excellence. This role offers the chance to advance your career in a supportive atmosphere, where your contributions directly impact commercial success.
Contact Details:
Trades Workforce Solutions Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Sales Support Officer in Birmingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. A personal recommendation can go a long way in landing that Sales Support Officer role.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your skills in sales support and relationship management. This will help you stand out as a candidate who truly gets what they're about.
✨Tip Number 3
Showcase your analytical skills! Be ready to discuss how you've used data analysis in previous roles to drive sales or improve processes. This is key for a role that involves producing meaningful sales insights.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Sales Support Officer in Birmingham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the Sales Support Officer role. Highlight your experience in sales support, relationship management, and data analysis. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your personality and explain why you're the perfect fit for our team. Don't forget to mention your proactive approach and how you can contribute to our commercial growth.
Showcase Your Skills:Be sure to highlight your organisational skills and attention to detail. Mention any experience you have with CRM systems and sales reporting tools, as these are key for the role. We love seeing candidates who can manage multiple priorities effectively!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. We can't wait to see what you've got!
How to prepare for a job interview at Trades Workforce Solutions
✨Know Your Stuff
Before the interview, make sure you understand the company and its services inside out. Familiarise yourself with their approach to sales support and client onboarding. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Showcase Your Skills
Be ready to discuss your previous experience in sales support or customer relationship roles. Prepare specific examples of how you've managed broker relationships or improved processes in the past. This will demonstrate your proactive and solutions-focused approach.
✨Prepare for Data Questions
Since the role involves sales analysis and reporting, brush up on your data skills. Be prepared to talk about how you've used Excel or CRM systems to analyse trends or produce reports. Highlight any insights you've provided to stakeholders in previous roles.
✨Ask Smart Questions
At the end of the interview, don’t forget to ask insightful questions. Inquire about the team dynamics, the company's growth plans, or how they measure success in the Sales Support Officer role. This shows your enthusiasm and helps you gauge if the company is the right fit for you.
