Purpose

As a local Telesales Executive, you will play a crucial role in our growth strategy by identifying and engaging with SME businesses within the Harrogate area. Your primary responsibility will be to initiate contact with potential clients to gather their insurance information and understand their insurance needs. This information will be crucial for our local insurance brokers to provide bespoke insurance advice and solutions.

We are looking for a candidate who is flexible, self-motivated, driven and delivers excellent customer service.

Key Responsibilities

• Adhere to all company policies and procedures.
• Continuously identify areas for improvement and provide potential solutions to the company and reduce costs.
• Delivering good outcomes for customers and putting the customer’s interests first.
• Ensure the customer understands what we sell and support the customer in anyway you can.
• Prospecting clients via inbound and outbound calls.
• Searching for local business close to branches.
• Ask pertinent questions to understand the customer’s requirements.
• Record the customers personal information accurately on the database.
• Go the “extra mile” to meet quote targets.

Conduct Rules

• You must act with integrity.
• You must act with due skill, care and diligence.
• You must be open and cooperative with the FCA, the PRA and other regulators.
• You must pay due regard to the interests of customers and treat them fairly.
• You must observe proper standards of market conduct.
• You must act to deliver good outcomes for retail customers.

Skills and Competencies

• Excellent communication skills, including effective communication with clients and insurers.
• Ability to manage time effectively, work under pressure and meet deadlines.
• Excellent timekeeping and presentation of self & work.
• Strong interpersonal and negotiation skills.
• Articulate & Numerate.
• Analytical and ability to solve problems.
• Excellent attention to detail.
• Highly organised with an ability to prioritise and deliver allocated tasks.
• Ability to work alone and as part of a team.
• Positive can-do attitude and strong team ethic.
• Able to remain patient and handle customer objections.
• Honesty, integrity, reputation, competence/capability & financial soundness as required under the Financial Conduct Authority (FCA).
• Be positive, enthusiastic and motivational about what you do!

Experience

• Previous sales experience via telephone or face to face.

Qualifications

• GCSEs at grades 9 to 4 including English and Maths.