Telesales Specialist

Company Description

Henriken Consulting is driven by a passionate team of innovative and problem-solving professionals dedicated to delivering exceptional support to its clients. Known for high-quality service and fast response times, Henriken Consulting strives to provide an outstanding experience for its diverse clientele. By consistently aiming for excellence, the team ensures that client needs are met with precision and care. The company fosters a dynamic and collaborative work environment for growth and success.

Role Description

• Develop and execute strategic telesales plans to meet and exceed sales targets and KPIs.
• Work in collaboration with the telesales team to improve performance, conversion rates, and customer engagement.
• Make daily call volumes, sales conversions, and lead management to ensure operational efficiency.
• Collaborate with marketing and product teams to develop campaigns and refine call scripts that align with business goals.
• Track and report daily, weekly, and monthly sales performance and trends, identifying areas for improvement.
• Analyze customer feedback and market trends to inform sales approaches and product positioning.
• Ensure that all telesales activities comply with internal policies and external regulatory requirements, particularly regarding data protection and financial promotions.
• Manage CRM systems to ensure accurate lead tracking, follow-ups, and reporting.
• Drive initiatives for lead generation, follow-up prioritization, and conversion optimization.
• Coordinate closely with client services and operations to ensure a smooth customer onboarding experience.
• Handle escalated client issues and complex sales queries, ensuring timely resolution and customer satisfaction.
• Prepare and submit performance reports and recommendations to senior management monthly and quarterly.
• Participate in the recruitment and onboarding of telesales staff to maintain a high-performing team.
• Lead by example, fostering a culture of accountability, professionalism, and customer-centricity within the team.

Competency and Skill Requirements

• Proven experience in managing telesales operations, preferably within the financial services or asset management sector.
• Strong leadership, coaching, and team development skills.
• Excellent verbal communication and persuasive selling abilities.
• Deep understanding of financial products, investment principles, and the regulatory environment.
• Ability to analyze data and sales metrics to guide decision-making.
• Proficiency in CRM tools and Microsoft Office Suite, especially Excel and PowerPoint.
• Strong organizational skills, with the ability to prioritize and manage multiple projects simultaneously.
• High degree of professionalism, ethics, and confidentiality

Minimum Qualifications

• Bachelor’s degree in Marketing, Business Administration, Finance, or a related field.
• Minimum of 5–7 years’ experience in telesales, with at least 3 years in a leadership role.
• Strong understanding of asset management and investment products.
• Relevant certifications in sales, finance, or customer service (e.g., CIS, CFP, or equivalent) are an added advantage

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