Sales advisor

The Company

Our client is a growing firm built on the foundations of excellent client experience and modern technology. As demand for their services continues to increase, they are investing in new talent to help drive future success.

The Role

On behalf of our client, we are seeking a Sales Advisor. In this role you will play a pivotal part in guiding clients through the quote process and ensuring they receive a best-in-class experience. You will act as the first point of contact for prospective clients, building trust and confidence while converting leads into accepted quotes. This role reports to the Sales Manager.

Responsibilities will include

Conduct effective sales calls to prospective clients who have requested a quote, answering questions and driving quote conversion.

Actively listen to understand client needs and explain the conveyancing process.

Monitor and respond to incoming enquiries via email and phone.

Manage daily tasks effectively to meet individual KPIs and targets.

Keep CRM prospect and quote data accurate and up to date.

Maintain accurate and compliant notes in line with GDPR requirements.