- Support the Head of Sales to achieve the annual plan.
- Adherence with the Broker Relationship Procedure guide to ensure the brokers are worked in accordance with the sales strategy.
- Manage Broker and Introducer relationships and passing of leads and enquiries to the Underwriters.
- Responsible for connecting with new and existing business leads that have been assigned in order to generate new business.
- Perform due diligence on new relationships such as permissions and commission arrangements.
- Enter introducer details on the CRM system and ensure all information is kept up to date.
- Effectively educate introductory contacts and clients in the detail of the products available and how the company operates.
- Prioritise diary to plan calls for introducers to maintain good broker relationships and maximise potential new business.
- Meet/exceed outbound daily call targets
- Ensure that contractual documents have been released and returned promptly. Use broker relationship to ensure the timely review of outstanding terms and documents, general chasing as required.
- You may from time to time be required to represent the Company at various industry events and meetings.
- Take initial enquiry details to support and expediate decision in principle facilitation.
- Input all relevant data in in all relevant systems to enable robust reporting on the department management information on the case management system.
- Manage your assigned brokers as per the broker strategy.
- Undertake training and development to expand knowledge as may be required from time to time; including Legal, Underwriting, Sales and Business Support.
- Excellent communication skills – oral and written
- Focused and self-motivate
- Positive and proactive attitude
- Professional and responsible
- High level of organisational skills
- Ability to work to targets
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Part-time Telesales Agents
2 days ago
Curves Photography Studios ltd Altrincham, United Kingdom Part time**Brief Summary of main responsibilities in this role** · - **Calling out to Contact potential and existing customers to book in for their Makeover & Photoshoot Experiences.**: · - **Working to targets and demand**: · - **Managing a staff diary and organising times and appointmen ...
Telesales Agent - Altrincham, United Kingdom - Connections The Recruitment Specialists Limited
Description
Employee NameTekesales Agent required as a Sales and Introducer Relations Agent for a long established financial services client.
Supporting the company growth objectives and the sales strategy by developing new business opportunities and managing relationships with brokers and associated networks.
Main Duties