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Full-time New Business Development Executive

at Recuitmentboutique in United Kingdom

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:

Sales Role

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



Marketing

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



Team communication

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


Client communication

Answering client emails and client calls as a priority

Being involved in the client's 3-month updates



Miscellaneous tasks

Director / Senior manager requests

Attending relevant meetings



Data Analysis

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.


Experience

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

Salary

£20,000 PA basic + company bonus scheme. OTE £30,000 PA


Reference : New Business Development Executive jobs


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Published at 24-04-2022
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