The role of Inside Sales Specialist is to complement the work of the Brokers, Credit Analysts and Inside Sales Manager by assisting in new client acquisition and improving our response rate for web based and phone based inquiries.

General requirements

• Working closely with the Inside Sales Manager and brokers
• Following Inside Sales Specialist Manual for all tasks
• Maintaining and improving processes

Qualify Clients: 

• Ask three qualifying questions at the beginning of the call to understand if HLE is the right fit for prospect’s financial needs
• Assist with Live Chat
• Following up the application form and documents from the customers
• Any other scope of work that arises as we grow

Call

• Outbound Calls: The goal is to contact the client within 3 minutes of inquiry initially and eventually bring it down to 1 minute
• Handling Inbound customer calls
• Calling past leads to generate more business

Data entry

CRM: Updating the CRM at all stages of the sales process with information that is clearly understood by broker team and management.

Fact Find Form: Complete the short application form over the phone with a prospect's details including contact, income, employer, savings and liabilities.

Ad hoc duties

• May be required to assist with: 
• Other administrative duties/projects

The Benefits of Joining Us Are Many

• Competitive remuneration provided 
• A secure long-term role
• Paid annual leave and sick leave
• Provident and Gratuity fund and Dashain bonus
• An environment that values continuous learning and development
• Parties and events – we want you to have fun at work!
• Office-sponsored daily breakfasts and other benefits
• 5- day work week (except for 1st Sunday of the month)!
• Accident and health insurance for you and your two family members
• Office sponsored 'Employee Assistance Program' 

Work hours: 6:00 am to 2:00 pm including a 1-hour lunch break (non-negotiable)