Fantastic career opportunity for a KSA National with Wealth Management experience

Company: Mercer

Description:

The Sales Support Specialist plays a crucial role in supporting the sales team to introduce Mercer’s advisory and delegated solutions services. The specialist will be responsible for providing administrative, technical, and operational support to the sales team, ensuring efficient sales processes, and assisting in achieving sales targets. This role requires a combination of strong organizational skills, attention to detail, and excellent communication abilities.

Key Responsibilities:

• Prepare and maintain sales proposals, presentations, and other marketing materials for Mercer’s wealth management and insurance services, addressing specific client needs.
• Assist in organizing sales meetings, conferences, and events. Track and manage sales leads, client information, and sales pipeline data. Coordinate and schedule client meetings and follow-ups.
• Maintain accurate and up-to-date sales records and documentation within CRM system. Supports the compliance officer to comply with CMA guidelines and Mercer Compliance requirements by maintaining client records.
• Support clients onboarding process including KYC, contracting, and relevant documents such as engagement letters and statement of work.

Technical Responsibilities:

• Conduct research and analyze information on prospective clients and market trends within wealth management and insurance.
• Coordinate with financial advisors, insurance specialists, and the wider team to gather data and insight for client presentations.
• Maintain knowledge of Mercer’s investment products and services, and areas of collaboration among other Mercer departments and MMC sister companies.
• Assist in onboarding new clients and ensuring a smooth transition. Respond to difficult internal inquiries and complete requests for information in a timely manner. Interpret data through dashboard integration to support the sales forecasting process.
• Perform database management by maintaining databases and tracking and reporting systems.
• Develop and manage campaigns based on client survey data and manage the progress of the campaigns.
• Identify opportunities for campaigns through survey data that will lead to an increase in sales.
• Develop and maintain relationships with business partners to support client relationship management.

What’s in it for you?

Work in a dynamic and energetic team environment. Fast pace, exciting and friendly culture. Competitive compensation and time off. Attractive flex benefits package (medical/dental/vision insurance, life insurance, retirement plan). Career development opportunities.

In this role, you’ll be responsible for:

• Understanding strategic growth and retention objectives and support reporting, analysis, planning, management routines and insights for business leadership.
• Performing analysis on industries, prospects, and clients, including statistical analysis, performance measures, sales effectiveness and work with data to achieve certain outcomes.
• Building reporting and performing ad-hoc special analysis in response to market events, new business needs or leadership needs.
• Responding to difficult internal inquiries and completing requests for information in a timely manner. Interpreting data through dashboard integration to support the sales forecasting process.
• Performing database management by maintaining databases and tracking and reporting systems. Developing and managing campaigns based on client survey data and managing the progress of the campaigns.
• Identifying opportunities for campaigns through survey data that will lead to an increase in sales.
• Developing and maintaining relationships with business partners to support client relationship management.
• Providing training on MPower platform and ongoing support for key stakeholders.
• Organizing and supporting sales-related meetings and events. (Prepares and coordinates materials as needed).
• Organizing and supporting facilitation of zone-wide meetings and seminars.

Education:

• Undergraduate or post graduate degree (field is not relevant if candidate’s experience is relevant).

Experience:

• 5-10 years of experience in sales or sales support role in the financial services industry, preferably with exposure to wealth management and/or insurance.
• Experience working in investment consultancy is a plus!

Skills:

• Fluency in Arabic and English (written and spoken). Strong understanding of financial markets, investment products, and insurance concepts.
• Strong organizational and time management skills. Excellent verbal and written communication skills.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint). Ability to work independently and as part of a team.
• Knowledge of investment products and financial markets is a plus.
• Strong attention to detail and accuracy.