Sales Support Executive

about the company

We are working with a reputable client within the wealth management industry who is currently looking to expand their team. This is an excellent opportunity for individuals who are proactive, organized, and looking to develop a career in client support and policy operations.

about the job

• Ensure timely preparation and delivery of premium notices and annual policy review packages to clients
• Update system records following annual review meetings and track review statuses
• Retrieve and input quarterly and annual cash value information into the system
• Coordinate with insurance providers to facilitate smooth transfer of necessary documents and data
• Prepare customized client presentations and policy comparison materials in support of Consultants
• Collaborate closely with internal teams to improve turnaround time and service efficiency

requirements

skills

Documentation, Sales Support, Administration

qualifications

no additional qualifications required

education

Associate Degree / Diploma

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