Job Info

Telephone Sales Specialist

Info | 10 Nov 2017
London | England, United Kingdom Full time

Job Description

Job Title:  Telephone Sales Specialist
Functional Group:  Investor Services
Job Role: Office based telephone sales function to support field sales and grow own book of clients.
Main Duties:
·         Follow up unqualified leads from marketing via events, email campaigns and other activities in order to qualify leads and pass through to field sales or develop into direct sales.
·         Actively utilize Financial Clarity to develop new leads for field sales or develop into direct sales.
·         Assist field sales in booking meetings for regional visits and roadshows.
·         Telephone based market research for product reviews and development.
·         Work collegiately with the team sharing market intelligence, competitor analysis and sales ideas. Some degree of sales support will be necessary at times given the resource levels with the team.
Required Job Skills:
·         IMC Desirable.
·         Previous telephone sales experience in a reputable firm is essential.
·         Good understanding of financial advisors business models.
·         Some understanding of platform services, nationals and networks.
·         Experience or knowledge of outsourced sales.
KPI’s
·         Specific activity targets (call numbers, meeting secured, sales process)
·         Leads target.
·         Limited individual sales targets.
·         Core values.
·         Use of Salesforce CRM and supporting systems.
·         Act in the spirits of the LLP’s Core values and promote where possible within working practices.

Employee Benefits

·         Discretionary bonus scheme.
·         Employer pension contribution of 10% which goes up to 15% after 3.5 years’ service.
·         Private medical insurance for yourself and a partner, through AXA PPP, on a medical history disregarded basis. This is a taxable benefit.
·         Discounted medical screening through Nuffield Health
·         Life assurance benefit for 8 times annual salary, through Metlife.
·         Permanent Health insurance for 72% of your salary payable up to State Pension Age, through Canada Life.
·         Employee assistance programme with Employee Care.
·         Optional cash plan with Health Shield to help cover the costs of everyday healthcare needs, including £100 towards your private medical insurance excess, dental and optical. This is a taxable benefit.
·         Emergency GP consultations at the discretion of HR.
·         Optional travel insurance for you and your partner and/or family paid for by the firm. This is a taxable benefit.
·         Childcare vouchers to help with childcare costs.
·         Cycle to Work scheme.
·         Eye tests and £50 towards cost of glasses needed for VDU use (if not opted into Healthshield).
·         Option to purchase 3 days additional holiday per year, pro-rata for part timers.
·         Season ticket loan.
·         Gym loan and corporate discount for either Fitness First or the Grange.
·         GAYE if you wish to make charitable donations from your pay.
·         Annual flu jabs
·         Subsidised in-house masseur
·         2 days additional leave for a wedding, 1 day per year for off for a house move (per annum).
·         Fruit delivery to our office twice weekly
·         Enhanced Maternity and Paternity following 3 years’ service.

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Job Categories: Sales.
Job Types: Full time.
Salary: £25k - £28k.

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