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

• Social Security Fund (SSF) provided.
  
• A secure long-term role.
• Paid annual leave and sick leave.
• Paid maternal and parental leaves. 
• Accidental and Medical insurance for you and your 2 family members.
• Office sponsored 'Employee Assistance Program'. 
• A 5-day work week except for 1 Sunday of the month (for Learning and Team Building Activities).
• Training and Development budget allocated just for you! 
• Office-sponsored daily breakfasts. (when office resumes)
• Recreation room to unwind and chill! 
• Parties and events – we want you to have some fun at work!

Shifts: 4 am -12 pm and 12 pm-8 pm (quarterly rotation), might have to come in at 6 am-2 pm during training.
Work from home* (conditions apply)