The primary responsibility of this role is to identify and engage new prospects from our existing database through telephone and email outreach. This will support our Sales Professionals in achieving their weekly, monthly, quarterly, and annual revenue targets, while also driving growth in The Fintel Group’s membership base.
You will leverage your strong customer service and relationship-building skills to nurture and retain new and existing member firms that currently use one or more of our support packages. By ensuring our customers feel understood, valued, and well supported, you will play a key role in strengthening long‑term loyalty and satisfaction
Key Responsibilities
- s: Determine and apply appropriate sales strategies and tactics to ensure activity levels (including call volumes) are maintained and revenue targets are achiev
- ed.Respond effectively to inbound calls and emails from existing and prospective customers to promote services, minimise cancellations, and resolve enquiri
- es.Use the CRM (Customer Relationship Management) system, alongside internal and industry databases, to identify and engage potential prospects through effective outbound calls. This includes holding quality conversations, handling objections, and ensuring the CRM is accurately and consistently updat
- ed.Complete all required sales administration activities, includi ng: Setting up and maintaining accurate customer records within the CRM sys, Scheduling, diarising, and logging all customer-related activity, Updating and maintaining accurate records of individual activity levels and conversion succ
- essWork towards achieving both individual and team performance targets and incentive objecti
- vesDevelop and maintain a strong understanding of the UK financial services intermediary sector, including the opportunities, challenges, and needs of advisers. Build in-depth knowledge of the Group’s proposition, the value it delivers to advisers, and the competitive landscape in which SimplyBiz operat
- es.Contribute to the development and strengthening of customer engagement strategie
- es.Investigate customer issues and concerns, identifying and delivering appropriate outcomes to support successful and long‑term relationships with member fir
- ms.Build and maintain strong member relationships, fostering loyalty and long‑term engageme
- nt.Support customer success, revenue growth, and retention through proactive customer engagement and retention-focused activ
Requireme
- nts: Good level of general education to at least GCSE level or equiv
- alentUnderstanding of the sales process and sales techn
- iquesHigh level of general IT literacy, including good working knowledge of MS Office applications, plus the aptitude to learn new software applications qu
- icklyAn interest in, and willingness to learn about, the financial services industry, financial products and the financial advice pr
- ocessGood interpersonal skills, including a collaborative approach to team working and relationship building with clients and colle
- aguesExcellent listening, questioning and objection handling skills, with a consultative sale appr
- oach.Strong written and verbal communication skills including an excellent telephone manner, active listening sk
- ills.Ability to organise and prioritise prospect l
