Consulting Online Executive

b Overview /b p In this hybrid role, you will proactively engage advisers via outbound calls to book quality introductory meetings with Business Consultants, while supporting data quality and CRM upkeep. You will manage inbound enquiries, coordinate diaries, and cleanse data using FCA and Companies House sources. You’ll contribute to sales targets by increasing contacts and qualified appointments, working closely with cross-functional teams to drive business growth. This is a customer-centric, targets-driven role within a values-led, award-winning insurer. /p b Pay / Benefits /b ul li Bonus schemes /li li Pension matching up to 6% /li li Vitality health insurance /li li Life Assurance /li li Flexible working /li li Competitive salary /li /ul b Responsibilities /b ul li Outbound calling to IFAs/brokers to schedule quality introductory calls with Business Consultants /li li Complete soft fact finds and handle objections to drive booked appointments /li li Drive activity metrics: number of contacts and quality appointments /li li Answer inbound enquiries and route to correct departments when needed /li li Proactively manage Business Consultant diaries and call scheduling /li li Cleansing and updating data using FCA register and Companies House /li li Update and maintain records in CRM systems with accurate data /li li Work towards targets and KPIs /li /ul b Key requirements /b ul li Effective listening skills /li li Organisational skills /li li Microsoft Excel /li li Written and telephonic communication skills /li li Multi-tasking /li li Self-driven /li li Results driven /li li Great work ethic /li /ul ul li Effective listening /li li Organisational discipline /li li Proactivity /li li Microsoft Excel /li li CRM systems /li li Data cleansing /li /ul