Job Description & Person Specification Role Profile: Sales Executive Band Level: Band 1 Reporting To: Head of Sales Direct Reports: New business team Location: Office based Hours: Full-time Company Overview Aconveyancing was founded to lead change in the Conveyancing industry, delivering a fully compliant and personal service based on transparency, integrity, and innovation. Our values, which transcend every role are to stive for innovation, promote professional development, work as one team, to exceed expectations as individuals and as an organisation and to work with ongoing transparency. We are accredited with the Investors in People standard, demonstrating our commitment to staff personal welfare and professional development. Summary of Overall Role Purpose The main purpose is to foster revenue growth and acquire customers by effectively converting leads into loyal clients. Working from our office in Tamworth, the successful person will engage in proactive outreach efforts, utilising various channels to identify and qualify potential leads. Through personalised communication, the role educates prospects about the value proposition. Additionally, the role provides ongoing support to customers, ensuring a seamless onboarding experience and nurturing long-term relationships. Overall, the role embodies the mission of driving business growth through proactive sales efforts, exceptional customer service, and a dedication to excellence. Main Duties & Responsibilities Proactively initiate outbound phone calls to leads in our enquiry database to create sales opportunities through understanding customer needs.Initiate contact with leads through personalised communication to understand their needs and educate them about the products or services.Follow up with leads consistently to maintain engagement and move them through the sales process.
Meet and exceed sales targets.Keep detailed records of sales activities, including interactions with leads and customers, using CRM software.Coordinate with other members of the sales team and cross-functional departments, such as marketing and operations, to ensure a seamless customer experience.Share best practices and collaborate on strategies to optimise sales performance.Be able to prioritise key tasks such as call backs, estimate generation.Ensure a prompt response to all inbound customer enquiries; from the web, phone, and email, whilst providing excellent customer service and nurturing them through the onboarding process.Timely preparation and sending new estimates where required.Build and maintain relationships with new and existing customers through regular follow-up calls.Proactive customer outreach to ensure initial payments on account are in place as soon as possible after instructionSupport a comprehensive sales strategy aligned with the organisation's overall business goals and objectives. This includes meeting sales targets, and providing input into plans to penetrate new markets.Continuously improve the sales process, from lead generation to closing deals. Identify bottlenecks, streamline workflows, and implement best practices to increase efficiency.Support marketing campaigns to ensure that the lead to sales conversions metrics are metDevelop relationships with referrers.Work with social media and marketing to ensure a match with company objectives and to clarify how projects and initiatives impact sales performance.Effectively communicating with team members to facilitate excellent client care.Support our IiP accreditation across the organisation and a focus on the mission and values.Participate in training programs and workshops to improve sales skills and techniquesJob Specific Skills and Abilities E = Essential and D = DesirableQualifications A degree in business, marketing, sales, or a related field (D)Relevant Experience A proven track record of success in sales roles, consistently meeting and exceeding targets. Direct experience in B2C sales. (E)Experience in sales of legal and conveyancing services (D)Proven ability to influence sales in an organisation (E).Skills Knowledge & Abilities Excellent telephone manner (E)Resilience to handle rejection and setbacks, maintaining a positive attitude and motivation to persist in achieving sales goals. (E)Understand market challenges, competitors, and customer needs (E)Recognises the importance of and has the ability to contribute to the company mission and to promote its values. A keen commitment to the delivery of excellent customer service (E)PC Literate, with a sound knowledge of Microsoft, accounting, and conveyancing software (E)Familiarity with the Investors in People standard (E).Ability to work as part of a team, working towards team goals and establish effective working relationships within a team (E)Interpersonal Skills Good written and oral communication skills, highly proficient in spoken and written English (E)Ability to provide demonstrable support and guidance to members of the team at all levels (E)Sensitivity and awareness of confidentiality requirements (E)Ability to influence and persuade others and in order to gain trust and confidence (E)Disposition & Attitude Enthusiastic and committed with stamina and a positive demeanour, self-reliant, proactive, open-minded, and can-do attitude (E)Aptitude to engage positively in relation to feedback, self-reflective and committed to continuous development (E)Flexible, efficient, and highly organised, with excellent attention to detail (E)Willingness and ability to work outside usual office hours as necessary (E)Other Requirements Valid driving licence, suitable insurance, and access to a vehicle (D)Proof of identity and eligibility to work in the UK (E)Acceptable CRB check (E)Evidence of qualifications (E).Support & Development Mentorship from Senior Management team with the opportunity for progression.Note - This Role Profile & Person Specification provides an overview of the principal accountabilities of the post and will include, but will not be limited to, those detailed. It is anticipated that the content of roles will evolve and change over time and such the balance of duties within the Role Profile will change within the broad remit of the post. This Role Profile does not form part of an employee's contract of employment and will be reviewed from time to time. Last Reviewed: 14-02-24
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