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We are currently looking for a Sales Adviser to join our sales team.
This is a hybrid role, meaning you'll have the flexibility of both home and office working at our headquarters in Huddersfield.
In this role you will promote our products and services to financial intermediaries and larger financial advisory firms to increase our membership base and achieve set revenue targets.
What you'll be doing
Utilising appropriate sales strategies and tactics to ensure that activity levels are maintained (in terms of calls etc) and revenue targets are met
Responding effectively to inbound calls and emails from existing/prospective customers in order to promote relevant products/services, minimise cancellations and respond to queries
Utilising the CRM (Customer Relationship Management) database and other internal and industry lists to identify appropriate prospects and make effective outbound sales calls
Attending exhibitions or other events (as agreed with the Director of Sales & Recruitment) in order to promote SimplyBiz’s products and services and generate leads
For each lead identified:
Develop a clear understanding of the customer’s needs
Promote appropriate products and services to meet those need
Complete all sales administration activities, including:
Setting up and updating customer records in CRM
Diarising and logging all customer-related activity.
Develop and maintain an in-depth knowledge of the Intermediary sector of the UK financial services industry and of the opportunities, challenges and needs of Advisers.
Develop and maintain an in-depth knowledge of the Group proposition and how we can deliver high levels of value to Advisers. Understand the competitive landscape in which SimplyBiz operates.
What you need to succeed
Previous experience working in a sales role, ideally selling to businesses
Understanding of the sales process and sales techniques
High level of general IT literacy, including good working knowledge of MS Office applications, plus the aptitude to learn new software applications quickly
An interest in, and willingness to learn about, the financial services industry, financial products and the financial advice process
Proven track record of meeting / exceeding sales targets
Working with activity based KPI’s (e.g. weekly call volumes)
Good interpersonal skills, including a collaborative approach to team working and relationship building with clients and colleagues
Good listening, questioning, influencing and sales skills, with a consultative sales approach
Being proactive is a must. Keeping high activity and being able to motivate yourself is an important part of the job
Good written and communication skills including an excellent telephone manner
Fintel plc and all the businesses within it adopt a zero-tolerance approach to discrimination on any of the protected grounds in the Equality Act 2010.
We are committed to providing equal opportunities to all current and prospective employees regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.
We aspire to have a diverse workforce because, in our view, diversity enables better business outcomes. We also believe that a more inclusive workplace, where people of different backgrounds work together, ensures better outcomes for all staff. From application to interview, we place inclusion at the heart of all we do.
For these reasons we strongly encourage suitably qualified applicants from a wide range of backgrounds.