SUMMARY:
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POSITION INFO:
About the Role
We are seeking a driven and commercially minded Telesales Consultant to join a fast-paced business finance environment. The successful candidate will play a key role in generating and qualifying funding opportunities for business clients across a range of financial products, including Asset Finance, Business Loans, and Invoice Finance. This role is ideal for a confident communicator who thrives in a target-driven sales environment and enjoys building relationships with business clients over the phone.
Key Responsibilities
- Conduct high-volume outbound calls to prospective business clients to identify funding opportunities.
- Qualify client requirements for products such as Asset Finance, Business Loans, and Invoice Finance.
- Build strong relationships with clients through a consultative sales approach.
- Accurately capture and maintain client information within CRM systems.
- Collect and verify supporting documentation for finance applications.
- Ensure all client interactions and documentation comply with regulatory and internal compliance standards.
- Work closely with brokers, underwriters, and sales teams to ensure seamless lead handovers.
- Consistently achieve and exceed daily, weekly, and monthly sales targets and KPIs.
Minimum Requirements
- Proven experience in telesales, telemarketing, or tele-appointment setting.
- Previous experience within financial services or commercial finance would be advantageous.
- Strong communication, negotiation, and relationship-building skills.
- Ability to handle objections professionally and remain resilient in a high-call-volume environment.
- Excellent administrative accuracy and attention to detail.
- Proficient in CRM systems, Microsoft Office, and professional communication platforms.
- Ability to work independently while contributing positively to a team environment.
Key Skills
- Strong telephone etiquette and persuasion skills
- Target-driven and self-motivated
- Excellent organisational and time-management abilities
- Ability to interpret basic financial or business information
- High level of professionalism and confidentiality
Performance Measures
- Daily outbound call activity
- Lead conversion and appointment booking ratios
- Revenue and sales target achievement
- Accuracy and compliance of client documentation
Please note that only shortlisted candidates will be contacted. Should you not receive a response within 14 days, kindly consider your application unsuccessful.
Your CV will be retained on our database for future opportunities that may match your profile. Candidates are also welcome to submit their CVs directly to or register on our website at for consideration for future roles.
