Client Relationship Executive

6 months ago


Stockport, United Kingdom TPD Wealth Management Full time

TPD Wealth Management Ltd. is looking for a dedicated and ambitious person to join its Team

The Job Role

What will you be doing?
- You’ll grow existing customer relationships to deliver against specific, measurable targets across a broad spectrum of products and services.
- Effectively facilitate client contact to discuss relevant solutions in order to maximise sales opportunities
- Input, analyse and interpret all relevant sales management information to strategically prioritise your sales pipeline/cycle in order to consistently achieve and exceed targets
- Deliver high levels of customer service that lead to long-term relationships
- Develop an in-depth understanding/knowledge of your product offering to ensure accurate positioning within the defined market space
- Uncover revenue opportunities through thorough exploration of clients problem/needs
- A wide lens view of opportunities and the ability to have initial dialogue across our clients portfolio

What are we looking for?
- A knowledge of Intelligent Office CRM would advantageous
- Track record of achieving sales targets
- B2C sales experience (Ideally within Bancassurance)
- Customer retention experience
- Working to tight deadlines where high level of accuracy are required
- Experience of resolving or offering solutions to queries
- Proficient in using IT systems and Microsoft
- Knowledge of how to build initial rapport and establish relationships
- Full understanding of how to deliver exceptional customer service
- **At least two years of B2C telesales experience is required for this role.**_
- **Knowledge of the life insurance, pensions, investment and mortgages is also desirable but not essential as training will be provided.**_ _Strong organisational skills and the ability to work autonomously will set you apart and ensure you start with your best foot put forward_

**Job Type**: Permanent

**Salary**: £20,000.00-£28,000.00 per year

**Benefits**:

- Company pension
- Free or subsidised travel
- Free parking
- Life insurance

Schedule:

- Monday to Friday

Supplemental pay types:

- Performance bonus

**Education**:

- A-Level or equivalent (preferred)

**Experience**:

- customer service: 2 years (preferred)

Work Location: In person

Reference ID: 008



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