UG
United Placement GroupOutside Sales Representative – Warm Leads
Outside Sales Representative focusing on warm leads, helping families with estate planning solutions. Enjoy a flexible schedule while making a difference in seniors' futures.
About the role
- Centralised SPOR function within the Onecape HUB focused on servicing customers
- Liaising with agents for upload of PDA’s
- Payment preparation to agents for either PDA or FDA payment
- Adhere to SLA timings for different payment types
- Manage FX payments for DA OUT generation
- Communicate externally and internally
Requirements
- Experience in Shipping/Maritime industry
- Understanding of financial services
- Knowledge of FX platforms for payments
- Ability to adhere to SLA timings
- Strong communication skills with internal and external stakeholders
- Proficiency in managing accounting transactions
- Customer relationship management skills
Benefits
- A diverse range of benefits, depending on your geographical location.
- A retirement savings plan
- Life assurance
- Holiday
- Competitive salary
- Employee Assistance Programme
- Career development and progression opportunities
- Values Award celebration events
- Plus, much more!
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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