Telesales Executive

2 weeks ago

Watford, United Kingdom Fortrade Full time

Telesales Executive (Full Time, office-based)
We're in search of a proactive individual to fill the role of Telesales Executive. Your primary responsibility will involve engaging with clients over the phone, providing valuable insights and assistance regarding our suite of CFD instruments. Your focus will be on establishing meaningful connections, understanding clients' investment and educational needs, and offering personalised guidance to help them navigate the market effectively.
Key Responsibilities:
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Client Engagement: Maintain regular phone/email communication with clients to build trust and rapport while gaining a deep understanding of their investment & education objectives.
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Product Education: Offer information about our CFD instruments/educational services, including their advantages, and associated risks, ensuring clients are making informed decisions.
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Needs Assessment: Conduct thorough assessments of clients' investment goals and preferences, tailoring recommendations to align with their objectives and FCA regulations.
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Platform Assistance: Guide clients through our trading platform, providing support on account setup, technical features, and available resources to enhance their trading experience.
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Relationship Management: Foster relationships with clients by delivering exceptional service, promptly addressing inquiries, and proactively identifying tailored analysis to support their investment journey.
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Compliance: Ensure compliance with regulatory requirements throughout client interactions, maintaining accurate records and adhering to established regulations.
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Collaboration: Work effectively with colleagues across departments to share insights, coordinate efforts, and contribute to the overall success of the company.
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Continuous Learning: Stay updated on industry trends, market developments, and regulatory changes through in-house training and professional development initiatives to enhance expertise and provide a valuable service to our clients.
Required Qualifications:
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Previous experience in sales/telesales or financial services
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Strong communication skills, with the ability to convey complex information clearly and effectively.
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Excellent interpersonal skills, with a focus on building trust and rapport with clients.
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Detail-oriented mindset with the ability to analyse client needs and tailor solutions accordingly.
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Ability to thrive in a fast-paced, dynamic environment and overachieve performance targets.
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Proficiency in CRM programs and relevant computer applications.
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Commitment to upholding ethical standards and regulatory compliance.
Join our team and embark on a rewarding career where you can assist clients in navigating dynamic markets while advancing your skills and expertise in the financial services industry.
Fortrade Ltd. is authorized and regulated in the UK by the Financial Conduct Authority

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