Sales Advisor (Contact Centre)

Job description

We are looking for an enthusiastic self-motivated individual who can join our Contact Centre Team. The role is for someone who has experience working in sales. We need somebody that can think on their feet to ensure that every customer goes away remembering the high-quality service that Lead Tech provides. You’ll naturally be engaging when speaking to customers and have impeccable communication skills. We want somebody who is dynamic - somebody who can work in a fast-paced environment.

About Lead Tech

Lead Tech is an award-winning business with over 15 years experience generating leads for financial advice firms. We are a purpose-driven business committed to helping consumers access trusted and regulated financial solutions, which we display through our purpose and strapline ‘Connecting people. Improving lives’. Based in the picturesque village of Pool in Wharfedale, north of Leeds city center, we are focused on our purpose of “Connecting people. Improving lives”. We are a growing business which has resulted in us being placed in the Top 100 UK Tech Companies at the Northern Tech Awards for 4 years running.

At Lead Tech, we know that our employees are our biggest asset, with employee experience being at the heart of everything we do. We have an open culture where

Employees are comfortable to give open and honest feedback which is listened to and taken onboard. Every employee has a sense of belonging at Lead Tech, knowing that they are part of an environment that values them.

We offer training, support and development to help employees progress in their careers. Bespoke learning and development plans are created for every individual, with personal goals to help employees get to where they want to be in their role and to fulfill their career aspirations. We want to tap into each individual’s potential and allow them to express their creativity and feel empowered in their role.

We strive to be more than just a profit-centric company, with a heavy focus on environmental and social initiatives. We want to build a business that employees are proud to work for and we have submitted our B Impact Assessment, which brings us one step closer to becoming B Corp certified.

Importantly we have a culture which puts the customer at the heart of everything we do. This led us to become the first and only business in our sector to become directly authorised by the FCA. We are proud of this commitment to regulatory excellence. It underpins everything we do.

Overview of your role:

As a Sales Advisor, you will be responsible for making outbound calls, ensuring our customers receive the assistance they need. In this role, you'll be at the forefront of connecting with customers who seek financial advice through social media and specific Lead Tech websites. These individuals are looking for guidance on various financial matters, including pensions, investments, equity release, and mortgages. Your primary responsibility will be to engage with these customers, understand their needs, and schedule appointments with our team of financial advisors.

As this role involves making a high volume of outbound calls to speak to our customers, you will be a master at object handling and be able to resolve any queries or concerns whilst constantly looking for any opportunities to cross and upsell.

Unique Aspects of the Role:

Soft Selling Emphasis: The role places a strong emphasis on soft selling. Given the nature of lead generation, objections are common. Your ability to delicately handle objections will be crucial in ensuring a positive customer experience.

Warm Leads: The leads you'll be working with are warm, and most of your calls will be outbound. This means you'll be connecting with individuals who have already expressed interest in financial advice.

Outside of outbound calls, there may be some tasks to support the sales teams, so high attention to detail is a must. We’re team players at Lead Tech, so you can expect to join a lively and welcoming team from day one!

To wrap up, to do this role you will be target-driven, creative and goal orientated. We reward ambition, passion and innovation. If you want to work around like-minded individuals and build a long lasting career then get your CV across to us.

• This role is working full time hours between 8.00am - 8.00pm, Monday – Friday and working 1 Saturday every 6 weeks
• Hybrid working model

Additional context:

We believe in fostering a supportive and dynamic work environment. Our financial advisors value the leads provided by our team who are consumer engagement specialists, making your role integral to our success. As part of a collaborative team, you'll play a vital role in connecting customers with the right financial expertise.

Required Skills:

Strong communication skills, especially in soft selling techniques.

Ability to handle objections with finesse and maintain a positive customer experience.

Proactive and self-motivated individuals who thrive in a dynamic work environment.

Self-motivated passionate sales individuals

A "people person", able to build a good rapport with the team and customers

Communication is key to your success in this role which includes a calm, and sympathetic approach

Flexible, able to work a variety of shifts, resilient and adaptable to perform and deliver within an ever-changing environment.

If you have resilience, ambition and a great work ethic then please get in touch. We will provide you with all of the tools you need to be successful in this role.

Build rapport with the customer to understand exactly what they need

Walk our customers through the next steps

Achieve all KPIs around activity and quality

Achieve sales and performance targets set by the business

Thrive in working in a fast paced, target focused environment high energy and high reward culture

Provide an impeccable customer experience putting the customer at the heart of everything you do.

Achieve individual and team targets and KPI’s and positively contribute to the team.

Achieve and maintain appropriate compliance standards and knowledge

What we offer

• £23,000 basic salary - OTE £33,000
• Following successful completion of the probationary period, the basic salary will be increased to £23,500.
• Additional pay: uncapped monthly bonus

Uncapped bonus scheme. We reward heavily for a strong performance.

We are a rapidly expanding, profitable company that is growing massively year on year.

Benefits

• NO COLD CALLING
• Superb development
• Joining a well-established company with a friendly, welcoming atmosphere
• Diverse and community minded organisation
• Competitive salary plus generous bonus scheme
• Generous holidays: you can expect 24 days paid annual leave (increasing based on length of service), plus bank holidays
• Early finish Fridays: we like to get the weekend started early – so we leave at 4pm every Friday
• Additional leave
• Casual dress
• Company events
• Company pension
• Free On-site parking
• Private medical insurance
• Cycle to work scheme
• Enhanced maternity leave
• Enhanced paternity leave
• Health & wellbeing programme
• Paid volunteer time
• Private dental insurance
• We’re all social butterflies at heart, so expect to join a number of social events from day one

We appreciate our staff and we’re committed to investing in you. This is a fantastic opportunity to join a fast-growing business.

As part of our values, we are committed to supporting inclusion and diversity at Lead Tech. We actively celebrate colleagues’ different abilities, sexual orientation, ethnicity, faith, and gender.

Everyone is welcome and supported in their development at all stages in their journey with us. We will develop your skill set, and we will give you all the tools to develop your skills at Lead Tech. Ideally, you will have some exposure to financial services products. However, we are more interested in your willingness to learn, your sales/customer service ability and your professional attitude.

If you want to work around like-minded individuals and build a long-lasting career then get your CV across to us. Join our team we are based in Pool-in-Wharfedale, Leeds.

Job Types: Full-time, Part-time, Permanent

Salary: £23,000.00 per year

Schedule:

Monday to Saturday

Supplemental pay types:

Bonus scheme

Performance bonus

Yearly bonus

Ability to commute/relocate:

Otley, LS21 1FD: reliably commute or plan to relocate before starting work (required)

Application question(s):

Willing to work a variety of shift patterns

Experience:

Financial services: 1 year (preferred)

Outbound sales: 1 year (required)