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35 hours weekly
Are you a confident communicator with a passion for customer service? We’re seeking a Pre-Sales Representative to join our dynamic team and play a key role in qualifying business insurance leads.
About the role of a pre-sales representative:- You’ll engage with potential clients via outbound calls, qualifying leads from our website, partners, and introducers.
- Your goal is to gather key information, assess needs, and ensure a smooth transition to our Sales Executives.
- You’ll help drive business growth by meeting qualification targets and maintaining accurate client records.
- Lead Qualification: Contact and qualify leads by identifying their business insurance needs.
- Customer Interaction: Provide a professional, friendly, and positive experience for every lead.
- Database Management: Keep accurate, up-to-date records in the company CRM system.
- Collaboration: Work closely with insurance advisors to ensure a seamless handover.
- Inbound Lead Support: Respond promptly to inbound inquiries and manage leads efficiently.
- Data Integrity: Maintain secure and compliant client files in line with company policies.
- Experience: Previous sales or customer service experience, ideally with outbound calling or lead qualification.
- Communication Skills: Excellent verbal communication and active listening skills.
- Attention to Detail: Strong organisational skills to manage client information accurately.
- Target-Driven Mindset: Ability to meet or exceed lead qualification targets.
- Teamwork: Collaborative approach, working closely with advisors and team members.
- Supportive, laid back working environment
- Opportunities to develop your skills and achieve success in a fast-paced, rewarding industry.
- Full training provided
- 26 days holiday with an annual option to buy additional days
- Company pension scheme with Scottish Widows (3% employer, 5% employee contributions)
- 6 months maternity & paternity leave package
Interested? Send your most up-to-date CV to Alicia at i2i recruitment today!Our mission of 'Making Recruitment Personal’ also means making recruitment fair. As a result, we are committed to reviewing every application with a sense of diversity and inclusion.We strive to personally connect with each applicant, but due to current circumstances, this is not always possible. If you haven't received a response within 5 working days, please understand that your application has not been successful on this occasion.
