Life & Pensions Sales Support Specialist

Job Overview

The Sales Support Specialist will play a key role in supporting new business development for the Financial Advisor team, the role will involve onboarding new FBD employees onto the pension scheme, handling Life and Pension complaints, assisting in sales policies, maintaining compliance with regulatory standards, and becoming a subject matter expert on WealthTrack.

Job Responsibilities

1. Business Development & Sales Support

• Provide administrative and operational support to the Field Sales team to drive new business opportunities.
• Assist in the preparation of sales materials & policy documentation.
• Support sales campaigns and initiatives to promote FBD L&P e.g webinars for the various groups.

2. Employee Pension Onboarding & Support

• Manage the onboarding of new FBD employees onto the FBD pension scheme.
• Educate employees on their pension benefits, options, and contribution structures.
• Liaise with HR and payroll to ensure accurate setup and administration of pension contributions.
• Track PHI claims for staff seamlessly.
• Experience with pension group schemes an advantage.

3. Complaints Handling & Customer Support

• Act as the first point of contact for customer complaints, ensuring they are logged, investigated, and resolved in line with company policies and regulatory requirements.
• Work closely with internal stakeholders to provide resolutions that align with compliance and customer service standards.

Job Responsibilities

4. Policy Sales & Administration

• Engage with FBD employees to promote and sell pension and life assurance policies.
• Ensure all sales processes adhere to regulatory and internal compliance standards.

5. Compliance & Statement of Suitability Reviews

• Regularly review Statements of Suitability to ensure recommendations align with client needs and regulatory requirements.
• Work closely with advisors and compliance teams to ensure all documentation is accurate and up to date.

6. WealthTrack Expertise & Continuous Learning

• Develop deep knowledge of WealthTrack.
• Provide training and guidance on WealthTrack usage for new employees and advisors.
• Stay up to date with product developments, market trends, and regulatory changes.

Education

QFA qualification essential

Experiences

Competencies

• Good working knowledge of Excel;
• Excellent communication and presentation skills, both written and verbal;
• Positive attitude, proactive and ambitious individual;
• Ability to work independently and as part of a team;
• Attention to detail is essential, with good administrative skills, multi-tasking capabilities and good at prioritizing workload.

MCC

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This role has CF designations assigned as a CF3, CF4 & CF8.