Finacial service Sales Executive (outbound)

Salary: Up to £23,000 DOE (bonus of up to £500 per month) OTE £29,000

Location: Birmingham Hybrid working currently one day in the office per week.

Our client is committed to creating brighter financial futures for its customers and members. This company specialises in providing financial services to some of the nation's most trusted professions.

About the Role

As a Sales Executive, you will be responsible for promoting the company's services to customers, via both outbound and inbound calling, and ensuring quality appointments are booked for Financial Advisers. You will build strong relationships with your Financial Advisers whilst managing their diaries, resulting in excellent outcomes for both them and our customers. 

Role as a Sales Executive

Promote the company's services to customers, via both Outbound and Inbound calling, and ensure quality appointments are booked for our Financial Advisers

Build strong relationships with your Financial Advisers whilst managing their diaries, resulting in excellent outcomes for both them and our customers

Evidence strong communication skills with both internal and external stakeholders via a wide range of channels (Outbound/Inbound calls, email, and web platforms)

Ensure outstanding attention to detail in all administration work completed for customers and Financial Advisers

With an expectation to deliver to KPI's each month, ensure you are proactive in managing your own diary and keeping up to date with any business changes

Skills of a Sales Executive 

Previous customer interaction experience and are a 'people-person'

Experience of meeting targets is highly advantageous

You can hold a good conversation and are able to communicate professionally

You have a genuine interest in getting into the world of Financial Services

You will possess strong attention to detail (your administration needs to be accurate and call conversations need to meet compliance standards)

This is a busy role, as such you'll need to be pro-active and have a great work ethic.

Benefits as a Sales Executive

Up to 28 days annual leave increases to 30 days with 5 years' service

Free secure underground Birmingham city centre parking (available on weekends for personal use - subject to availability)

Annual performance-based bonus

Pension contributions matched (+ 2%)

Cashback and discounts on major brands in retail, leisure, health, and wellbeing

Enhanced maternity & paternity pay

2 volunteering days per year

This is the perfect opportunity for anyone looking to start or continue their career within the financial services industry. If you've previously worked in a similar role, have strong sales skills and are able to demonstrate a great work ethic and attitude, this job is for you. 

Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately, your application has been unsuccessful. However, we may be in touch with similar relevant opportunities. If you would like this job advertisement in an alternative format, please contact MERJE directly.

Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately, your application has been unsuccessful. However, we may be in touch with similar relevant opportunities.

If you would like this job advertisement in an alternative format, please contact MERJE directly.