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The Role:
The Direct Sales team function aims to increase new business, identify external opportunities and maximise in-house cross sell. The function consists of three teams including Lead Generation, Deal Closing & Renewals.
The purpose of the Lead Generator is to provide opportunities, create appointments and collect information from new and existing CRM data for the Deal Closing function.
The Responsibilities::
- Achieve productivity and sales budget KPI’s set out by the Company.
- Develop an understanding of customer requirements to offer a client focused service.
- Adhere to FCA Conduct rules and Core Responsibilities relating to Sales function and the role.
- Perform your role with a positive, constructive and professional attitude within a highly fast paced team working environment.
- Ensure all compliance regulation and legislation is adhered to where relevant.
- Interact professionally with the Head of, Team Managers, and the various support teams.
- Any other request deemed reasonable from your line manager.
The Requirements:
- Ability to work independently and pro-actively.
- High degree of self-motivation and desire to drive success.
- Demonstrate a commitment to achieve the highest standards.
- Ability to negotiate effectively and influence decisions
- Previous experience within a high performing Sales environment, minimum 12-24 months required.
- Previous experience in Financial Services environment would be advantageous e.g. insurance, lending, business-to-business.
- Computer literacy.
- Eagerness to learn with a will to succeed
