Contact Centre Sales Adviser

About Lead Tech

Lead Tech is an award-winning business with over 13 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 centre, 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 fulfil 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.

Overview of the role

This role involves making a high volume of outbound calls to speak to our customers ensuring they received the help they needed. 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.

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 8.00 am - 8.00 pm, Monday – Friday and working 1 Saturday every 6 weeks.

Our hybrid working model consists of 3 days working from our Otley office and 2 days working from the comfort of your home.

Required skills:

• 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 with high energy and a high-reward culture
• Provide an impeccable customer experience putting the customer at the heart of everything you do.
• Achieve individual and team targets and KPIs and positively contribute to the team.
• Achieve and maintain appropriate compliance standards and knowledge in the Data Protection Act, Money Laundering and Treating Customers Fairly
• Interpersonal skills, strong communication abilities, and exceptional customer service skills are required for this position.
• Proven sales experience is a must-have for this role.
• Prior experience in the financial services industry is a plus.

What we offer

• £22,000 basic salary - OTE £33,000
• Following the successful completion of the probationary period, the basic salary will be increased to £22,500.
• 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 4 pm every Friday
• Additional leave
• Casual dress
• Company events
• Company pension
• Free On-site parking
• Private medical insurance
• Wellness programme
• We’re all social butterflies at heart, so expect to join several 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.

Schedule:

• Monday to Friday 8 am - 8pm (1 late shift a week)
• 1 Saturday every 6 weeks
  
  

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)
  
  

Experience:

• Financial services: 1 year (preferred)
• Sales: 1 year (preferred)