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    Telesales based Estate Planner

  • Job type: Permanent
  • Sector: Telesales
  • Location: Preston, Lancashire
  • Salary: Negotiable
  • Date posted: 14/09/2018
  • Job reference: 36092_1536932334

Our client is a leading Financial Services provider, and they are seeking an experienced Telesales Advisor to join their growing Estate Planning team.

The successful Telesales Advisor will advise customers on the estate planning options open to them, utilising Wills, Trusts & LPAs based on their personal and financial circumstances.

Based on these recommendations, you would then be expected to convert the customer to a sale and then record their wishes, collecting all the information required for drafting their documents and also offer and cross-sell relevant ancillary products as services, such as:

* Professional executor, trustee or attorney (LPA)
* Severance of tenancy and administering registration
* Will updates & re-writes
* Document storage
* Funeral plans

The main duties of the role include:

* Make outbound calls to referrals and leads from various internal lead generation teams
* Answer inbound calls from direct response marketing campaigns and website / on-line activity
* Request fulfilment of any requests for literature / guide offers
* Update the CRM to register the status and outcome of each stage of the customer journey
* Adhere to the Society of Will Writers (SWW) Code of Practice
* Achieve weekly / monthly sales targets & KPIs by:
* Maximising the contact rate of in-month leads and referrals, generating both instant Fact Finds and future appointments
* From the above, building and maintaining a pipe-line of opportunities that are regularly followed-up on until customer outcome is confirmed
* Resoliciting prospects that didn't convert initially
* Contacting converted customers (once a year) to enquire about up-dating or up-grading their Will and promote cross-sells

The successful Tele-sales Advisor will ideally have:

* An estate planning / Will writing, legal or financial services background (although not essential)
* Proven ability to work under pressure and deliver challenging sales targets
* Proven consultative telephone sales experience and the ability to quickly build rapport
* Proven track record in sales and lead conversion to sale

Clayton Group is acting as an Employment Agency in relation to this vacancy.

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