The Role

The Direct Sales team function aims to increase new business, identify external opportunities and maximise in-house cross sell. The function consists of three teams including Lead Generation, Deal Closing & Renewals.

The purpose of the Lead Generator is to provide opportunities, create appointments and collect information from new and existing CRM data for the Deal Closing function.

The Responsibilities

• Achieve productivity and sales budget KPI s set out by the Company.
• Develop an understanding of customer requirements to offer a client focused service.
• Adhere to FCA Conduct rules and Core Responsibilities relating to Sales function and the role.
• Perform your role with a positive, constructive and professional attitude within a highly fast paced team working environment.
• Ensure all compliance regulation and legislation is adhered to where relevant.
• Interact professionally with the Head of, Team Managers, and the various support teams.
• Any other request deemed reasonable from your line manager.

The Requirements

• Ability to work independently and pro-actively.
• High degree of self-motivation and desire to drive success.
• Demonstrate a commitment to achieve the highest standards.
• Ability to negotiate effectively and influence decisions
• Previous experience within a high performing Sales environment, minimum 12-24 months required.
• Previous experience in Financial Services environment would be advantageous e.g. insurance, lending, business-to-business.
• Computer literacy.
• Eagerness to learn with a will to succeed