Senior Retirement Consultant I performing analysis and reporting on sustainability aspects for clients while leading a small team of actuaries.
About the role
- Engagement Consultant connecting with potential clients to generate leads and drive attendance for marketing events. Playing a key role in the customer engagement strategy of a leading eCommerce agency.
Responsibilities
- Make a high volume of outbound calls to targeted prospect lists
- Follow up with emails to confirm agreements made
- Qualify leads and book appointments directly into Sales Consultants’ diaries
- Clearly explain products, services, or solutions to generate interest
- Ensure all booked appointments meet the agreed qualification criteria
- Confirm, remind, and follow up on appointments to maximise attendance
- Proactively call prospects and customers to promote upcoming events
- Secure registrations and confirmations for webinars, workshops, and in-person events (when required)
- Follow up with registered attendees to reduce no-shows
- Capture feedback and next steps post-event
- Work from marketing campaigns, call lists, and lead databases
- Accurately log all calls, outcomes, and notes in the CRM system
- Track call volumes, appointments booked, and attendance conversion
- Collaborate with Sales and Marketing to improve scripts and messaging
- Performance in this role will be measured against clear, achievable targets, which will increase as proficiency and confidence develop
Requirements
- Proven experience in telesales, telemarketing, lead generation, or appointment setting
- Confident and professional telephone manner
- Strong persuasion and objection-handling skills
- Target-driven and comfortable working to daily call and booking KPIs
- Excellent organisational skills and attention to detail
- Experience using CRM systems
- Experience booking appointments for field or desk-based sales teams (Desirable, but not essential!)
- Experience promoting events or driving webinar attendance (Desirable, but not essential!)
- B2B telesales or outbound marketing experience (Desirable, but not essential!)
Benefits
- Competitive basic salary with great progression options
- Unlimited paid holidays - yes, that's not a typo!
- Hybrid working
- Medicash Cash Plan – covering everything from medical support, massages, optical, dental, a discounts platform, and extras like SkinVision and digital physiotherapy. Cash back up to £995 per year, completely paid for by us!
- Employee Assistance Programme – access to Vivup for mental health support, financial guidance, and wellbeing resources
- Great working environments; our Stockton on Tees and Manchester workspaces are also dog-friendly
- A high-performance MacBook
- VS Perks, have a monthly treat on us; from Amazon vouchers, PlayStation credits, ASOS, H&M to Just Eat, there's something for everyone!
- Free daily breakfast, fruit, hot and cold drinks and protein shakes
- Weekly free brunch and lunch
- Friday afternoon drinks to wind down for the weekend
- Pension scheme to help you save for the future
- Cycle to work scheme
- EV Car scheme
- Discounts across our brands
- Regular team social events
- Training & development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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