New Business Consultant
2 weeks ago
Due to a period of sustained growth, we have an exciting opportunity for enthusiastic and ambitious individuals to take their first step into financial services and account management.
Working in a fast paced and exciting environment the New Business Consultant (“NBC”) will provide a proactive telephone-based service which is primarily outbound, contacting mortgage brokers (and/or Introducers), who are known to the company, with a specific aim of generating an enquiry and carrying out a “fact find” by promoting CSF’s market leading proposition. The NBC will influence and persuade brokers (or Introducers) to supply new enquiries to Crystal SF. The NBC will also work closely with the current account management.
Key Responsibilities
- Achieve personal sales targets and contribute towards achieving team targets.
- Service and promote solutions in accordance with CSF best practice principles.
- Ensure TCF is always a consideration in planning, day-to-day activity and outcomes.
- Achieve high standard of customer service scored from customer research (e.g. Industry forums).
- Responsibility to ensure accurate data information is held on CRM.
- Takes responsibility for compliance standards, ensuring enquiries are gathered in a compliant manner and regularly reviews customer process activities.
- Communicates crucial customer feedback which drives positive change for Crystal SF.
Skills, Qualifications, Knowledge and Experience Required
- Proactive
- Plans and sets objectives as appropriate
- Confident and ability to influence customers
- Excellent communication skills
- Accountable for own performance and standard
- Financial services and sales experience preferred but not necessary
**Job Types**: Full-time, Permanent
**Salary**: £22,000.00-£26,000.00 per year
**Benefits**:
- Casual dress
- Company events
- On-site parking
- Wellness programme
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus scheme
- Performance bonus
Work Location: One location
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