Junior Health and Safety Advisor

Portfolio Group; Manchester, Nottingham; On-site; GBP 22,000 - 32,000; Full time

Benefits offered by this job

25 days holiday increasing with years

Private health care after 5 years

Pension scheme contributions

On site gym

Cycle to work scheme

Employee discounts

Travel season ticket loan

Milestone recognition

Bright Exchange perks

Referral schemes

Job summary

The Portfolio Group are seeking a Sales Support Health and Safety Advisor to support Business Development Managers and new and prospective clients. You will provide health and safety guidance to enable commercial outcomes across diverse sectors, with adherence to legal and internal standards.

The role emphasizes proactive engagement, accurate documentation, and collaboration with sales teams. As part of a global consultancy partnership, you will help convert opportunities by delivering

Qualifications

• Health & Safety expertise and advisory capability.
• Ability to support Business Development Managers with commercial guidance.
• Strong communication with clients via phone and email.

Responsibilities

• Provide H&S advice and support to BDMs and clients.
• Help BDMs generate deals by answering enquiries with a commercial edge.
• Review BDM diaries and provide succinct guidance.
• Build relationships with BDMs to increase trust and usage of the service.
• Critique prospective clients' documents to support sales tools.
• Own cases to resolution and manage handover to another advisor.
• Log all advice in the internal system and keep cases up to date.
• Provide clients with supporting information and documentation as needed.
• Keep advice compliant with internal training and legal updates.
• Record contacts with BDMs for reporting.
• Follow protocols for case management and escalation.
• Convert new client accounts into CANs with Salesforce updates.
• Attend trainings and conferences as required.
• Offer clients options across the product suite and make recommendations.

Skills

Health & Safety

Sales support

Client communication

Relationship building

Salesforce

Tools

Salesforce

Job description

The Portfolio Group are proudly partnered with a global consultancy, and we are looking for a Sales Support Health and Safety Advisor to support their business goals.

My client is a leading HR and H&S Saas software business, the only software powered by HR, health & safety, and legal experts. Offering businesses everything they need to simply manage employee details and access to online tools and support.

They are on a mission to transform people management for businesses. Since 2015, they have been making life easier for employers with their range of innovative software, providing HR, H&S, and business support to over 95,000 businesses globally.

Job Overview

To provide health and safety advice and support to Business Development Managers (BDM) and new and prospective clients of Bright throughout different sectors, with the aim of showcasing our services so that prospects will sign up.

The role requires you to work in a team providing legally compliant/commercial advice to BDMs before, during and following appointments in order to aid converting the deal.

Advice is also to be provided to prospective clients and new clients by telephone and email in all aspects of H&S in order to support the business needs of the individual clients whilst highlighting any options that are non-compliant and this risk this presents.

Key Responsibilities

• To ensure that personal knowledge of H&S and best practice is continually updated.
• To achieve the standards set within the performance framework to support all BDMs generate deals by answering incoming enquiries showcasing the service with a commercial edge, without resolving the matter fully.
• To proactively review BDM diaries, complete TLA’s and provide guidance and support in a succinct and commercially driven manner.
• To build relationships with BDMs in order to increase trust and use of the service.
• To critique prospective clients’ documents to provide a report for BDMs to use as a sales tool.
• To actively own cases to resolution or where appropriate manage the transition and handover to an advisor, building rapport and relationships with clients on each interaction.
• To log all advice accurately onto the bespoke internal system, taking ownership and responsibility for ongoing cases.
• To provide clients with supporting information/documentation to assist them in the advice provided where applicable.
• To refer to Company internal training and legal updates to ensure that advice provided is compliant with our services.
• To record contacts with BDMs to aid reporting to Management.
• To follow internal protocols for managing and escalating cases where applicable.
• To convert new client accounts into the CANs ensuring the necessary updates on the Salesforce system are added.
• To attend the company sales and advice conference and any training when required.
• To offer the clients options regarding the take up of other products we provide and make such recommendations accordingly.
• To present internal training/buzz sessions and external webinars.
• To help to develop the New Business Support Team.
• To carry out other tasks that are deemed necessary by the Management Team.

What you bring to the team

• Enhanced holidays – 25 days increasing to 27 after 2 years’ service and 28 after 5 years’ service (22 Days for Field Sales)
• Private health care cover after 5 years’ service
• New business referral scheme
• Access to Health Shield
• Access to the EAP service
• Refer a friend scheme
• Paid birthday leave
• Pension scheme contribution increasing to 5% after 5 years’ service and again to 7% after 7 years’ service
• Group life insurance
• Eye care contribution
• Free fruit (office-based staff)
• Travel Season Ticket loan scheme
• Milestone recognition
• Discounted products – Manchester City centre parking (AO Arena) / First Bus Travel Club Membership / Microsoft Home User programme / Anglian Home Improvements
• Pace health Club (situated in the park Inn) discounted gym membership and spa treatments
• Park Inn 20% off food and drink
• New Century food and drink discount
• Revolution De Cuba food and drink discount
• Cycle 2 Work scheme* after probationary period
• On site Gym
• Bright Exchange perks

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