Job Description
Sales Executive (Temporary Contract)
Location: Devon area / Remote working
Hours: Monday to Friday, 09:00 - 17:15
Contract Type: Temporary Contract (6 week contract)
Compensation: Competitive hourly or daily rate
Purpose of Role
The Follow-Up Specialist plays a critical role in driving revenue conversion from qualified leads. This position focuses on proactive outbound calling to clients who have already received details of services and costs, with the objective of securing a clear decision to proceed, reschedule, or close off the opportunity.
Key Responsibilities
1. Proactively telephone clients whose leads have been qualified as deals.
2. Engage professionally and clearly with clients to confirm whether they wish to proceed with the service.
3. Where the client confirms they wish to proceed, take payment over the phone in line with company process and record details accurately.
4. If the client no longer wishes to proceed, close the deal in the CRM and record the correct loss reason.
5. If the client requires further information, schedule a follow-up call in the CRM for a Advisor to make contact.
6. Update CRM records in real time, ensuring data is accurate and up to date at all times.
7. Work to daily and weekly contact targets to support the achievement of ...