About Octopus

The Octopus Group incorporates Octopus Energy, Octopus Healthcare, Octopus Investments, Octopus Property, Octopus Ventures and Octopus Labs. Our aim is to have an impact in everything we do, and to make a vital contribution to the UK economy by helping people, companies and institutions generate wealth. And we're always on the look-out for smart, talented people who share our values

About the role

The Sales Support role is to provide support and assistance to the sales team by removing any tasks which take them away from maximising revenue. We speak to advisors and provide administrative support such as writing up meeting notes, sending out literature, creating illustrations and providing excellent service to clients.

We act strategically by planning campaigns to support the execution of individual business plans. We complete analysis to identify hot spots and quick wins and proactively highlight leads which will assist BDMs to hit their objectives. We share experiences and best practice across all regions.

Sales Support collaborate with other areas across the business. We work with Business line managers to provide product distribution analysis. We work with third party commentators such as Allenbridge and Martin Churchill to complete third party due diligence which assists with business wins. We work with events to ensure the smooth running of seminars and provide analysis on the back of these. We work with marketing to review campaigns and share successes. We support Client relations with overflow calls and the on-boarding team by matching up applications using pipeline.

We are there to provide various tasks across the business, react quickly to requests and are proactive to ensure opportunities are not missed.

Performance Requirements

Experience in a support role within financial services
Demonstrated an eagerness to learn on the job
Displayed a can do attitude to complete BAU in required timeframes
Shown progression during call listening
Supported senior team members in projects to help improve processes

Essential Job Functions

Deliver a consistent and reliable support service to the BDM Team to allow them to focus on sales
Have a confident telephone manner and be happy to deal with financial advisers, knowing when to spot sales opportunities/leads
1st point of contact on (overflow) inbound calls
Responding to requests from BDMs and advisers
Record meeting notes onto the CRM system, including feedback on our proposition and allocation of follow up tasks
Complete meeting follow up with advisers for External BDMs including the sending out of literature
Produce client illustrations within agreed timescales
Assist the Events Manager in the organisation of seminars and events
Work with the BDMs to help them achieve their goals and targets by providing regular MI to drive activity and business in each region as requested by the BDMs
Contributing to virtual product teams by providing data analysis
Demonstrate a strong desire to learn about Octopus products
Providing adviser feedback to BDMs
Proactively build relationships with colleagues and communicate effectively
Embed efficient working practices and communicate internally and externally in a professional manner
Support senior team members to help implement initiatives within the business

Skill Requirements

Experience in a support role within financial services
Confident in challenging the norm is essential
Ability to learn to pull data from in house systems and complete analysis prior to circulating
Experience in a client services/support role working closely with the sales team would be hugely beneficial
Must have a background improving processes
Must be approachable and work well in a team
Ensure accuracy and adherence to timescales in all tasks
· Appetite to learn and willingness to be challenged. Seeks and is open to feedback from colleagues and the wider business

Other job specific experience/technical skills/abilities

Flexibility is essential in terms of the need to complete a variety of tasks and meet the different needs of the BDMs
· Well organised, and be able demonstrate the ability to multi-task, prioritise & pay attention to detail

· Outgoing, proactive with a friendly manner

· Prior experience of dealing with customers on the telephone

Our Values

Be helpful

Random acts of kindness make the workplace a better place so, go out of your way to be helpful, and give people reasons to smile

Be straightforward

Life is complicated enough. Don't make it harder for yourself, or for others. Sometimes the simplest approach works wonders.

Be bold

Every great business started with a flash of inspiration. If you've got a great idea, don't keep it to yourself.

At Octopus, we recognise the importance of embracing diversity in order to create a high performance culture.

London, England, United Kingdom London England GB