Telemarketing Executive

2019-08-07 12:28:322019-12-04 Coast Specialist Recruitment
Job Type Permanent full-time
Area Cheshire, UK
Sector FINANCIAL SERVICES - Sales Support
Salary £25,000
Start Date
Advertiser Karen Halliday
Job Ref keh-13199
Job Views 50
Description
Telemarketing Executive
  • Northwich, Cheshire

Role overview
  • The role involves contacting potential or existing clients to understand the nature of their interest/ enquiry and to pass on their enquiry to the relevant team/ person within the company to progress that interest/ enquiry and/or to arrange an appointment with one of our advisers/ relationship managers.

Key responsibilities
  • Contact potential or existing clients to ascertain the nature of their interest/ enquiry in line with relevant guide scripts

  • Make appointments with such leads with the most relevant adviser/ relationship manager/ team in order to progress that lead

  • Be able to articulate all propositions in a compelling manner and on an ongoing basis so as to enable all relevant leads to be passed to the relevant adviser/ relationship manager to progress that lead’s interest/ enquiry

  • Maintain all lead contact activity in the CRM including adding lead details to the CRM, accessing and updating advisers/ relationship managers diaries, full contact details of activity with the lead

  • Maintain all lead contact information in line with GDPR requirements

  • Maintain accurate and complete activity records on a real time basis

  • Be responsible for completing all administration regarding lead handling and appointment making

  • Work closely with FES Practice Director to assist in lead conversion and feedback

  • Work closely with FES Client Service Team to coordinate client appointments and lead feedback and to maintain up to date knowledge on team news, FES practice developments etc

  • Produce regular activity MI and reports as required

  • Build strong and trusted relationships with colleagues including  advisers, relationship managers, client service team, Marketing and Business Development teams

  • Manage workloads and make proposals for further resources as activity requires

  • Manage arrangements and effect good handovers with colleagues for periods of planned absence

  • Achieve personal objectives in line with corporate objectives

  • Identify opportunities for process/ system enhancement to improve efficiency and effectiveness

  • Act in a professional and compliant manner at all times

Qualifications, Skills and Attributes
 
 
  • Proven, successful experience of telemarketing, telesales or similar telephone based appointment making role

  • Proven track record of successfully meeting target driven KPIs

  • Good experience of relevant systems including telephony and CRM

  • Preferable to have good knowledge of financial advice, wealth management services

  • Good knowledge of regulatory environment governing this work including but not limited to FCA, Data Protection, GDPR, telephone and mailing preferences, advice and guidance etc.

  • Excellent telephone skills and manner

  • Excellent communication and interpersonal skills

  • Strong relationship building, influencing, negotiation skills

  • Cool-tempered and able to handle rejection and overcome objections

  • High levels of integrity and professionalism

  • Highly motivated self-starter

  • Strong team player

  • Commercial thinker with strong business acumen

  • Comfortable working with changing priorities and peak flow activity

  • Extremely well organised with excellent administrative skills

  • Strong work ethic ensuring deadlines and KPIs are met

 
Apply Later
Sign in
Register
Apply
Later
Similar Jobs
  • Client Services Executive - 12m FTC
    UK, London
    Sales Support
    Up to £29,000 + benefits

    An Asset Management practice with a number of regional offices has an excellent opportunity for a Client Services Executive to join their team on a 12 month FTC.
     
    The successful candidate will support advisers and clients alike in their goals offering Adviser and Client Support f...
  • Client Service Administrator - Part Time 12m Contract
    UK, Cheshire
    Sales Support
    £9,500 - £10,500

    A very large, successful Financial Services organisation based in Northwich has an excellent opportunity for a Client Service Administrator to join them on a 12 month contract, on a part time basis.
     
    The organisation is one of the UK's largest and longest-established pro...
  • Senior IFA Administrator
    UK, West Sussex
    Sales Support
    £30 - 32,500 pa

    An IFA Practice based in West Sussex has an opportunity for a Senior Practice Administrator to join their team.
     
    This is an excellent opportunity to join a well established, independently owned IFA practice. The successful candidate will work closely with other staff members to e...
Email Me Jobs Like This
Subscribed to similar jobs notifications

Contact Coast Specialist Recruitment

Essex Branch:
Coast House
387 London Road
Hadleigh, Essex
SS7 2BY

Telephone: 01702 713739 | info@coastsr.co.uk

Surrey Branch:
Aqua House
30 – 32 High Street
Epsom
Surrey
KT19 8AH

Telephone: 01372 738020 | info@coastsr.co.uk

We use cookies to provide you with the best possible browsing experience on our website. You can find out more below.
Cookies are small text files that can be used by websites to make a user's experience more efficient. The law states that we can store cookies on your device if they are strictly necessary for the operation of this site. For all other types of cookies we need your permission. This site uses different types of cookies. Some cookies are placed by third party services that appear on our pages.
+Necessary
Necessary cookies help make a website usable by enabling basic functions like page navigation and access to secure areas of the website. The website cannot function properly without these cookies.
Resolution Used to ensure the correct version of the site is displayed to your device.
essential
Session Used to track your user session on our website.
essential
+Statistics
Statistic cookies help website owners to understand how visitors interact with websites by collecting and reporting information anonymously.
Google Analytics Google Analytics is an analytics tool to measure website, app, digital and offline data to gain user insights.
Yes
No

More Details