Working in the Telesales Team

Your primary responsibility will be to achieve your individual sales targets for volume and revenue in line with the strategy of the business for size of customer and product mix. You will be responsible for generating your own leads and developing a pipeline to convert into new clients within a defined area.

What you'll do at work

• Identifying and developing a personal prospect pipeline of sufficient quality and quantity to deliver against monthly, quarterly and annual volume and revenue targets as set by the business
• Meeting all set KPI’s and achieving productivity targets
• Managing and recording sales activity and sales process through the EVRi CRM System
• Onboarding new clients in a timely manner to meet projected go-live dates
• Ensuring all new clients have a full understanding of EVRi Customer Service processes and have all the tools and contacts required to self-serve across all areas of the business
• Monitoring the performance of new clients to ensure they trade to profile across all products and services within 4 weeks of go-live
• New clients are ready to handover within 6 weeks of trading
• Resolving escalations and account queries
• Working with local operations team to promote new client awareness and to ensure expected level of service is achieved

Training

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

Training provider

BMS PROGRESS LLP

Training course

Sales executive (level 4)

[Understanding apprenticeship levels](opens in new tab)

What you'll learn

Course contents

• Sales planning and preparation: Set effective targets using sales forecasts. Prioritise customers and activities to grow account value and maximise return-on-investment in line with your organisation’s strategy. Formulate or refine customer plans and objectives. Create efficient territory plans where appropriate.
• Customer engagement: Effectively communicate and interpret customer information exchanged through written, verbal and non-verbal communication. Develop a customer engagement style that effectively opens sales conversations, builds rapport, enhances customer relationships, and adapts to different customer’s social preferences.
• Customer needs analysis: Be highly skilled at effective questioning and active listening techniques to understand the customer’s needs, guide the sales conversation appropriately, create mutual understanding, and build trust and affinity with customers.
• Propose and present solutions: Develop sales proposals and deliver them using a presentation style and technique appropriate for your customer. Present relevant products and/or services, explain features and their advantages, and clearly articulate the value and benefit of the solution for the specific customer. Use and adapt a range of techniques to draw-out and overcome common sales objections.
• Negotiate: Research the customer’s likely desired outcomes and negotiating stance. Develop responses to likely objections. Identify your own organisation’s needs, such as minimum price and acceptable terms. Negotiate or trade variables effectively.
• Closing Sales: Be attuned to verbal and non-verbal buying-signals and move to close at an appropriate point in sales conversations. Develop ethical techniques to close sales and confirm customers’ purchase agreement.
• Gathering Intelligence: Collect, analyse and interpret market intelligence and share it appropriately and effectively within your organisation.
• Time Management: Use and adapt appropriate tools and techniques to prioritise and manage your time effectively.
• Collaboration and team work: Contribute effectively within a team environment. Work collaboratively with both internal and external stakeholders. Manage communications with the cross-functional team in relation to the effective delivery of your sales, such as finance and service delivery. Support continual business improvement by sharing best practice with sales team colleagues and assist the marketing team to develop new marketing collateral.
• Customer experience management: Deliver a positive customer experience. Manage customer enquiries and issues effectively. Take proactive action to prevent and minimise customer concerns and complaints. Handle all customer interactions professionally to the customer’s satisfaction.
• Digital skills: Effectively use digital tools to conduct research and target customers in line with the overall sales strategy. Able to deliver presentations and meetings using digital communication. Complete accurate records and process sales in accordance with your organisation’s policies, procedures and digital CRM systems.