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 strong career growth opportunities.
- Other info: Opportunity to develop into broader business development or strategy-focused roles.
- Why this job: Join a fast-paced team and make a real impact on commercial growth.
- Qualifications: Experience in sales support or customer relationship roles, with strong organisational skills.
The predicted salary is between 32500 - 32500 £ 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
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.
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 people in the industry, attend events, and connect on LinkedIn. Building relationships can open doors that a CV just can't.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Show them you’re not just another candidate; you’re genuinely interested in their mission and values.
✨Tip Number 3
Practice your pitch! Be ready to explain how your skills in sales support and relationship management make you the perfect fit for the role. Confidence is key!
✨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 that extra step.
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 reflects the skills and experiences that match the Sales Support Officer role. Highlight your previous experience in sales support or customer relationship roles, and don’t forget to mention your strong organisational skills!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Mention your proactive approach and how you can contribute to building strong relationships with brokers and intermediaries.
Show Off Your Analytical Skills:Since this role involves data analysis and reporting, be sure to include examples of how you've successfully analysed sales data or produced reports in the past. We love seeing those Excel skills in action!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates about the process!
How to prepare for a job interview at Vivo Talent
✨Know Your Stuff
Before the interview, make sure you understand the financial services industry and the role of a Sales Support Officer. Brush up on key terms related to broker relationships and sales coordination. This will help you speak confidently about how your experience aligns with their needs.
✨Showcase Your Organisational Skills
Since this role requires strong organisational abilities, prepare examples that demonstrate how you've successfully managed multiple priorities in the past. Use the STAR method (Situation, Task, Action, Result) to structure your responses and highlight your skills effectively.
✨Be Data Savvy
Given the emphasis on sales analysis and reporting, be ready to discuss your experience with data. Bring examples of reports you've created or insights you've provided that led to improvements. Familiarity with Excel and CRM systems will be a plus, so mention any relevant tools you've used.
✨Build Rapport
Relationship management is key in this role, so practice building rapport during the interview. Be personable and engage with your interviewers. Ask insightful questions about their team dynamics and how they support brokers, showing that you're genuinely interested in fostering strong professional relationships.
