As a Business Support Specialist, you will play a pivotal role in our brokerage firm, focusing on managing and expanding our individual and group portfolio. This position requires a seasoned professional with a strong background in financial services. Your primary responsibility will be to cultivate relationships with clients, providing them with administrative support.
Responsibilities:
- Develop and nurture strong relationships with individual and corporate clients, understanding their unique requirements and offering tailored financial solutions.
- Act as the primary point of contact for clients, addressing their inquiries, concerns, and providing ongoing support.
- Proactively identify opportunities within the Group Schemes portfolio to sell business on an individual basis.
- Collaborate with the sales team to develop strategies for acquiring new corporate clients and securing their business.
- Oversee the implementation and administration of group schemes, ensuring compliance with regulatory requirements and company policies.
- Monitor the performance of group schemes, conducting regular reviews and recommending adjustments as needed to optimize outcomes.
Requirements:
- 4+ years’ experience in a similar role
- QFA qualified
- In-depth knowledge of life cover, pensions, and investment products, along with a strong understanding of regulatory requirements.
- Exceptional interpersonal and communication skills, with the ability to build rapport and trust with clients.
- Proficiency in relevant software and tools for policy administration and client management.
