Sales Advisor - Intermediaries (Fixed term)

Location
Brighton, East Sussex
Salary
Base Salary and Competitive OTE
Posted
22 Sep 2020
Closes
20 Oct 2020
Contract Type
Fixed term
Hours
Full Time

his role will proactively manage a portfolio of top tier brokers and you will be tasked to develop and grow these relationships. This role has a competitive basic and strong OTE earning potential which could see you double your basic.

 

To be a success in this channel sales role you will need to further develop relationships with your brokers.

 

Main Responsibilities

 

  • Build profitable relationships with all brokers assigned to you by delivering the highest standard of customer service to seek new business opportunities.
  • Proactively manage all aspects of the portfolio assigned to you, including pricing discussion and all sales needs, negotiating these through outbound and inbound contact.
  • Develop a strong business relationship with your portfolio and keep the customers
  • Aid the business to maintain and grow our customer base with a pro-active approach
  • Deliver the highest level of customer care to include taking ownership of day-to-day sales and service queries, liaising with the appropriate areas of the business to resolve
  • Work closely with enrolments team to ensure seamless and accurate on boarding of any won business with hand over to the Account management teams.
  • Work closely with your colleagues to support and help resolve complex queries
  • Foster a continuous improvement mindset
  • Handle inbound telephone sales calls and emails from brokers, converting these opportunities into new registrations to agreed targets
  • Make proactive outbound calls to brokers generating sales opportunities to further increase the potential of conversion and sales.
  • Having identified a sales opportunity, ensure that Salesforce records area accurately updated
  • Complete a thorough fact find on each opportunity to validate the lead.
  • Through outbound calls ensure that all quotes/leads, within the region, are secured by regular follow-up calls.
  • Follow all call procedures and ensure standards of performance are met.
  • Manage all tasks alongside phone calls through effective time management, planning and prioritising workloads to maintain an effective and functional service level.
  • Work closely with the Business Development Manager to ensure that regional sales targets are met and exceeded, and that regional trends are cascaded throughout the team.
  • Timely action of telephone point of hit work to ensure follow up administrative actions
  • Competently deal with all types of complaints and escalate when necessary.
  • Ensure that we proactively educate and develop our brokers on products and procedures
  • Keep abreast of competitor activity, products and regional trends
  • Assist with client visits and deliver training support for the broker network
  • Keep updated on marketing campaigns and communications within your region and share knowledge of this across the team.
  • Maintain the highest quality and service standards at all times in line with criteria set by the Management Team, FCA and Compliance.
  • Constantly analyse, improve and develop performance against set objectives through training, self-analysis and coaching sessions on a monthly basis
  • Build professional and lasting relationships with team colleagues and other departments within the Bupa Group, maintaining open communication channels to promote BST team
  • Comply with and abide by the requirements of the Data Protection Act and those of the FOS and FCA at all times.

 

 

The Ideal Candidate

 

  • GCSE or equivalent grade C in Maths and English
  • Previous sales experience in a FCA regulated environment essential
  • Excellent negotiating skills essential
  • Ability to deal with people of different cultures, understand types of audience and present accordingly
  • A good geographical knowledge, an understanding of differing cultural drivers and an appreciation of differing time zones is essential
  • Previous customer service experience is required, specifically within a call centre environment. This would include experience with automatic call distribution phones and outbound calling
  • Experience of managing a portfolio and face-to-face contact with customers is desirable
  • Excellent numeracy skills
  • A high standard of technical and product understanding of Bupa Global products is desirable
  • Proven examples of transforming ideas into positive change
  • Excellent PC skills are essential including Word, Excel and PowerPoint
  • Capable of working on own initiative under pressure or heavy workloads incorporating flexible hours when circumstances arise
  • A polite and professional telephone manner, possess excellent customer service skills and written communication skills
  • Self-motivated with the ability to work on own or within a team and promote a positive attitude at all times