CV Library
LL13, Marchwiel, Wrexham
Our client, CPF Claims, has represented thousands of clients since 2017. With an unparalleled knowledge of the pension and investment industry (many of their staff have worked in financial services), they are determined to help people reclaim losses incurred through no fault of their own.
They are currently recruiting a Business development consultant to join their team. The role is multi-faceted and offers the opportunity to grow and progress your career, working with industry specialists.
As the successful candidate, you will be responsible for:
1. Sales Role
1.1. Preparing and entering new data into the CRM
1.2. Making outbound calls to clients upon receipt of suitable authorisation
1.3. Maintaining and updating the CRM accurately with meaningful notes
1.4. Opening client files on the system
1.5. Making follow-up calls to prospects
1.6. Preparing and issuing Terms of Business where applicable
1.7. Following up with all clients that have received a Terms of Business...