Financial Sales Consultant
5 days ago
We are a FCA-regulated claims management company specializing in helping clients recover compensation for mis-sold investments, mortgages, and pensions.
Role OverviewThis is a fully remote position where you will be responsible for making initial contact with prospective clients, qualifying leads, and scheduling meetings. Our team has acquired a significant number of leads and data that need to be managed effectively.
Key Responsibilities- Making outbound calls to prospective clients from a database of leads.
- Qualifying leads to determine their potential interest in our claims management services.
- Engaging with potential clients, explaining how we can assist with mis-sold investments, mortgages, or pensions.
- Scheduling appointments for the senior sales team or management to follow up.
- Ensuring accurate and timely data entry into the CRM system (Pipedrive).
- Following up on unresponsive leads to re-engage them where appropriate.
- Working closely with the sales and management team to provide feedback on lead quality and opportunities.
- Proven experience in a sales role within Financial Advisory firm/ Mortgage Brokerage firm/ Banking and financial institutions.
- Excellent communication skills, both verbal and written.
- Strong ability to build rapport and handle objections confidently.
- Experience in managing high volumes of data and leads.
- Self-motivated, with the ability to work independently and manage time effectively.
- Familiarity with CRM tools and databases.
- Pipedrive experience advantageous.
- Target-driven, with a track record of meeting or exceeding sales KPIs.
You will have the opportunity to work in a dynamic environment, contributing to the growth and success of our company. Your hard work and dedication will be recognized and rewarded. If you are passionate about sales and customer service, this could be the ideal role for you.
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