Financial Inclusion Specialist
1 month ago
Glos is a forward-thinking organisation in Cheltenham, creating innovative technology to solve real problems in the insurance industry.
Job Title: Financial Inclusion SpecialistJob SummaryWe are seeking a skilled Financial Inclusion Specialist to join our team. As a key member of our partnership team, you will be responsible for identifying prospective clients and building relationships with them to drive business growth.
Key Responsibilities- Identify and research prospective clients to understand their business needs and goals.
- Develop and maintain strong relationships with clients through regular communication, meetings, and follow-up activities.
- Pitch our services to prospective clients, highlighting the benefits of our innovative technology and insurance solutions.
- Manage a pipeline of leads, working closely with the Broking team to ensure timely follow-up and conversion of prospects into clients.
- Attend industry events to network with potential clients and stay up-to-date on industry trends.
- Monitor and improve operational excellence within the team, ensuring adherence to CRM processes and workstreams.
- Provide exceptional customer service, responding promptly to client requests and issues.
- 2+ years of sales or customer service experience, preferably in the financial services industry.
- Strong communication and organisational skills, with the ability to build and maintain relationships with clients.
- Dependable, positive, and detail-oriented, with excellent follow-through skills.
- Able to deal with stakeholders at all levels, both internally and externally.
We offer a competitive salary of £30,000-£40,000 per year, plus a 20% bonus potential. We also provide a range of benefits, including:
- Excellent holiday allocation, with 30+ days of annual leave.
- A company pension scheme, with a 5% contribution from us.
- Access to training courses to help you develop your skills and career.
- Opportunities for volunteering and giving back to the community.
We are committed to creating a positive and inclusive work environment, where you can bring your best self to work every day.
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