Key Responsibilities:
Sales Calls: Contact self-employed individuals, many of whom are referred to us, to discuss the financial services we offer
Needs Identification: Understand the customer’s financial situation and recommend the most suitable services to meet their needs
Sales Administration: Issue sales packs, agreements, and keep the customer database updated
Collaboration: Work with internal teams to ensure smooth handovers and after-sales support
Continuous Improvement: Participate in ongoing training and feedback sessions to improve your sales skills and product knowledge
Skills, Experience, and Training Requirements:
Experience: No prior sales experience required; enthusiasm and a positive attitude are key!
Skills: Strong communication skills, both on the phone and via email
Drive: A strong work ethic and the desire to succeed in a competitive environment
IT Skills: Proficient with basic IT tools; confident using Microsoft Office and CRM systems
Resilience: Comfortable working in a target-driven environment and able to bounce back from setbacks
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