Sales Support Executive

Sales Support and Case Progression Executive Salary: £30,000 £35,000 Location: Hybrid minimum 3 days per week in-office An exciting opportunity has arisen for a highly organised Sales Support and Case Progression Executive to join a growing, family-run financial services business operating within the life insurance sector. This is a permanent, full-time position offering hybrid working and genuine long-term progression. This non-advisory, FCA-regulated administrative role is ideal for someone with experience in financial services, case handling, or regulated administration. The successful candidate will provide crucial support to advisers, progress applications efficiently, and ensure clients receive a smooth, professional service from application through to policy activation and beyond. This is a varied and detail-driven role that requires strong communication skills, initiative, and the ability to manage multiple case files with minimal supervision. Key Responsibilities You ll play a pivotal role in three key areas: 1. Sales Support and Compliance Administration Processing new life, critical illness, and income protection applications Updating CRM systems and internal records Supporting advisers with regulated post-sale admin tasks 2. Case Progression (Underwriting Pipeline Management) Chasing insurers, underwriters, and medical providers for updates Liaising with GPs for medical reports Keeping clients updated and moving cases forward without delay 3. Ongoing Client ..... full job details .....