Overview
Sales Admin Team Leader role at Enra Specialist Finance. You will be responsible for oversight and management of the bridging sales administration function and the sales administration team to meet the bridging sales team objectives. The role includes onboarding and training the sales administrators, ensuring SLA’s are met for all admin responsibilities, and identifying improvements to achieve best practice. It includes administrative tasks supporting the wider team and Head of Internal Sales/Head of Sales, including daily reporting and management information, incentive management, maintenance of sales systems (Fusion & HubSpot), and ad hoc administrative tasks. As a team leader, you will support introducers and handle queries to provide excellent service and maximise sales opportunities as an extension of the sales team.
Key Accountabilities
* Assist the sales team in delivering new business targets by ensuring essential administrative functions are completed within agreed SLA.
* Oversee workload, prioritise requests to support the sales team in meeting targets, and complete tasks personally where required.
* Interact with introducers and handle queries to provide impeccable service and maximise sales opportunities as an extension of the sales team.
* Maintain introducers on the system, ensuring they have the required permissions and licences to transact with West One and obtain relevant documentation.
* Ensure knowledge of wider group products and criteria to identify cross-product sales opportunities.
* Keep systems up to date, accurately recording discussions and activities.
* Maintain knowledge of the general market and trends that impact sales (e.g., mortgage definitions and current market trends).
Skills & Competencies
* Pass internal competency tests post induction.
* Excellent written and verbal communication skills essential for managing a team, liaising with stakeholders, and communicating with clients.
* Ability to multi-task and prioritise to ensure SLAs and targets are met.
* Attention to detail to ensure accurate information is created and recorded within internal systems.
* Ability to identify opportunities for improvement and implement changes.
* Intermediate MS Excel skills to create, provide and maintain management information.
* Approachable, resilient, flexible, and able to stay calm under pressure.
Knowledge & Qualifications
* Intermediate MS Excel knowledge.
* Experience in an administrative or sales role in financial services or bridging finance.
* Previous experience in personnel management.
* PC literacy with good knowledge of Outlook, Word and PowerPoint.
Personal Attributes
* Approachable and self-motivated.
* Excellent communication skills.
* Resilient and flexible; team player.
Note: This description is focused on the role and does not include extraneous postings or site-specific notices.
#J-18808-Ljbffr