At a Glance
- Tasks: Support brokers, manage sales data, and enhance customer relationships 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 in the financial services sector.
- Why this job: Join a team where your contributions directly impact commercial success and client satisfaction.
- Qualifications: Experience in sales support or customer relationship roles, strong organisational skills, and attention to detail.
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: Vivo Talent 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 supportive team that values relationship management and operational excellence. This role offers the chance to advance your career in a fast-paced setting, where your contributions directly impact commercial success and client satisfaction.
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 a Sales Support Officer role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you showcase your fit for the team and demonstrate your enthusiasm for the role.
✨Tip Number 3
Practice your pitch! Be ready to explain how your previous experience in sales support or customer relationship roles makes you the perfect candidate. Highlight your organisational skills and ability to manage multiple priorities, just like they’re looking for.
✨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 connect 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 passion for the role and the financial services industry. Tell us why you're the perfect fit and how you can contribute to our team at StudySmarter.
Showcase Your Skills:Don’t forget to mention your organisational skills and attention to detail. We love candidates who can manage multiple priorities and have strong Microsoft Office skills, especially in Excel and PowerPoint. Make sure these stand out!
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 hear from you!
How to prepare for a job interview at Vivo Talent 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 how they manage broker relationships. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Showcase Your Skills
Prepare specific examples from your past experience that highlight your organisational skills, attention to detail, and ability to manage multiple priorities. Think about times when you've successfully supported a team or improved a process, as these will resonate well with the interviewers.
✨Ask Smart Questions
Interviews are a two-way street, so come armed with thoughtful questions about the role and the company. Inquire about their expectations for the Sales Support Officer and how success is measured. This shows that you're proactive and serious about contributing to their goals.
✨Be Yourself
While it's important to be professional, don't forget to let your personality shine through. Building strong relationships is key in this role, so showing your authentic self can help the interviewers see how you'd fit into their team culture.
