Internal Sales Support Executive

Leamington Spa / Remote

Our teams

Your role

Support the Sales Manager in developing new business opportunities, nurturing leads and undertaking procedures to endorse the sales process.

Your responsibilities

  • Generate and process new sales leads
  • Take sales information and ensure all systems are up to date
  • Follow up sales leads
  • Book appointments for potential clients and the Sales Manager
  • Document progress of all leads on Sugar CRM
  • Work as part of a team to generate appointments with prospective customers
  • Promote the company’s full range of products in a positive manner
  • Participate in weekly meetings
  • Undergo continued training to keep up to date on products, promotions and services the company can offer
  • Attend lead generation events
  • Support all projects relating to new business opportunities
  • Adhere to all Information Security policies and procedures

Your skills

  • Demonstrable resilience and tenacity
  • Can easily articulate and converse with many different types of people in a confident and engaging way
  • Influencing skills
  • Drive and motivation to achieve results and succeed
  • Reliable, presentable and boast a great work ethic
  • Excellent communication and rapport building skills
  • Able to self-organise, time management
  • Good admin skills
  • Demonstrate Wealth Wizards core values (PEARH)

Your characteristics


  • Driven and passionate about sales and service excellence
  • Self-motivated and enthusiastic team player
  • Proactive, innovative, resilient and energetic, with a passion for delivering results


  • Constantly seeking new learning/self-development
  • Ability to represent Wealth Wizards at all times (telephone, digital or face-to-face communication)


  • Adaptable and enjoys a challenge
  • Builds strong collaborative relationships
  • Flexibility to work in a fast-moving business which is developing rapidly


  • Conscientious and tenacious
  • Total trustworthiness essential
  • Highly organised, methodical, meticulous and disciplined
  • Takes ownership


  • Tenacious and always looking for opportunities
  • Never gives up when an opportunity is present
  • Willing to go the extra mile to give the client what they need

Your experience

  • Knowledge of regulated financial service sector preferred but not essential
  • Understanding of sales cycles
  • Proven experience in a telesales/appointment making role
  • Experience of using CRM systems (eg, Salesforce or Sugar)
  • Knowledge of social media/activity for lead generation
  • Competence in IT (Word, Excel, PowerPoint etc)

Apply now

Send your CV to

Please note, we will not be accepting any applications sent via agencies.

Apply now

To apply, please complete the following code test as the initial stage of the application process.

Please note, we will not be accepting any applications sent via agencies.

Candidates: please note that we are not a Home Office licenced sponsor so may not be able to consider all applications.

Have a question or need more information?