New Business Development Executive
Our client, CP Financial Claims, is a professional, innovative Wrexham based financial services firm.
Currently, they are looking to recruit two experienced Business Development Executives as the latest part of their expansion.
As a successful candidate, you will:
Prepare and Enter Data onto the CRM
Make outbound calls to clients upon receipt of Authority to contact
Enter details onto their CRM, and maintain the CRM accurately
Open clients file on the system
Make follow up calls to prospects
Prepare and issue Terms of business
Follow up with all clients that have received a term of business
Issue SAR requests upon receipt of terms of business
Update introducer system with information on client progress
Develop our client's social media presence on a variety of platforms
Continually update the website with the latest news
Develop their SEO strategy with the senior management team
Develop their competitor tracking process
Regularly review the financial news to identify target firms and firms of interest
Review the FSCS and FCA registers and updates to identify target firms and firms of interest
Communicate effectively with the senior new business coordinator, Claims management team leader and the management team
Ensure client introducers (legitimate data owners) are regularly updated verbally and via their approved process
Daily meeting with SR to cover communication to team and required tasks for the week
Answering client emails and client calls as a priority
Being involved in the client's 3-month updates
Director / Senior manager requests
Attending relevant meetings
Being involved in the generation of sales reports and compilation of performance against targets
Initially based in the office it will offer the opportunity to work from home once trained and combines client onboarding with marketing.
The key part of the role is the ability to onboard new clients, demonstrating a professional, empathetic, articulate telephone manner.
All clients will either be introduced or have enquired, (so strictly no cold calling) however outbound calls are a core part of the role.
Secondly, you will be required to develop their social media reach, content, and presence across a variety of platforms as part of their direct to client market plan.
You must have at least 2 years of experience in a sales or marketing role and have dealt with clients previously.
Financial service experience would be an advantage but not essential
£20,000 PA basic + company bonus scheme.
OTE £30,000 PA
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