Description
- To provide support to PFP Partners, Advice Support Consultants and Customers in all aspects of the sales process, from initial contact through point of sale into ongoing service
- Leads sales support team to contribute to the delivery of agreed standards and departmental KPIs
- Manage escalated service issues and complaints on behalf of the team, regions and customer
- Respond to customer enquiries
- Administrative support
- Lead co-ordination
- Service issue management
- Sales pipeline management
- Respond to adviser enquiries > PFP Partners
- Advised sales to consumer > Advice support > External policies > Policy collation
- Sales process management > New business requirements check
- Sales support > Sales process management > Proactive calls
- Manage complaints > Complaints resolution > Escalation
- Manage complaints > Complaints resolution > One-and-done
- Manage Business continuity risk
- Manage Conduct regulation risk
- Manage Information risk and privacy