Job Summary
To proactively assist the National Sales Manager to develop and maintain an effective telesales function by proactively managing the smooth and effective running of the Broker Telesales Team, in order to promote the company services and products to brokers, securing leads for Broker Consultants. Be fully conversant with Company products, policies and procedures, in order to fully meet company objectives.
Responsibilities:
Proactively identify and develop potential sales leads opportunities to maximise new business.
Regularly review and evaluate available management information to maximise opportunities for the department.
Direct and monitor the sales activities of the broker telesales team, using strong leadership skills in order to ensure team success.
Ensure that all staff (and self) maintain a comprehensive knowledge of the company products and services, promoting them accordingly.
Ensure a professional, efficient, enthusiastic and knowledgeable service is provided at all times in order to maintain and develop business relationships.
Ensure department's work load is delegated effectively to the appropriate individuals and is completed in a compliant, accurate and timely manner.
Ensure that staffing levels are maintained and that telesales staff are coached, trained, motivated and fully aware of their responsibilities to achieve set objectives.
Ensure that all reporting and management information is produced and communicated in a timely and efficient manner when and where appropriate
Recognise, recommend and where suitable implement improvements to department procedures to ensure that the efficiency, effectiveness and compliance of the department is maintained.
Manage all systems-based records to ensure they are maintained in an accurate, timely and efficient manner.
Maintain compliance with legislative and regulatory requirements, including, but not exhaustively, Data Protection, Money Laundering, Health & Safety, FSA, Employment and other legislative requirements (as applicable).
Ensure Company policies and procedures are adhered to at all times
Undertake any other reasonable tasks as and when requested by line manager.
Education/Training
Educated to ‘A' level standard education or equivalent
FPC I, II & III qualified
Experience
Minimum of 2 years experience in outbound telesales/customer service role servicing IFAs/Brokers or similar agents in financial services.
Of which a minimum of 2 years at supervisor/team leader level.
Skills/Knowledge
Excellent written and verbal communication skills
Good negotiation and interpersonal skills
Confident communicator
Good listener
Determined individual with a desire to succeed
Target driven
Able to remain patient and calm under pressure
Able to demonstrate sound numerical skills and literacy
Attention to detail
Able to follow procedures and work within regulated environment;
Organisation and planning
Able to motivate and enthuse a team
Use and encourage initiative
A team player
Sound supervisory/team leader skills
Excellent IT skills in Microsoft Office and experience in database management
