We believe technology should help people perform better every day. Since our beginning in 1993, people across financial services have trusted us to take their performance to the next level. More than 10,000 businesses and 500,000 people use our software, from the world’s most iconic financial services brands to advice firms of all sizes, banks, insurers, investment managers, traders and brokers. Iress is one of Australia’s largest technology companies and employs more than 1,100 people across Australia, The United Kingdom, Africa, Canada, New Zealand and Asia.
To generate and increase transactional volume and revenue by cultivation of The Exchange, Trigold and Xplan Mortgage clients. Manage numerous clients in order to increase transactional volume and upsell sourcing solutions. Working as a team member within a telephone sales environment and in conjunction with the Head of Business Development, Adoption Consultants and Senior Business Development Managers.
Promote/sell sourcing products and services via the telephone / remote
Contribute to the sales and adoption of Xplan mortgage
Respond to incoming sales calls and identify and act upon potential sales opportunities.
Proactively liaise with Head of Business Development and other team members with regard to Key Accounts as required e.g. specific sales campaign support, Zoom training sessions etc.
Undertake on-line training via zoom, to demonstrate the benefits of the sourcing products, in support of Sales and Account Management activities.
Contacting any clients who have requested to cancel their licence in a bid to retain them as customers.
Where required and justified visit clients onsite to conduct group training on sourcing products.
Cross sell and up sell Value Added Services with suitable accounts.
Perform outgoing sales calls in support of marketing campaigns to support the adoption and up-sell of products and services.
Support marketing with outbound calls to clients in order to generate registrations for Iress events and contact clients following the events to follow up on sales/training opportunities.
Explain the benefits and provide an overview of Iress sourcing products in comparison to competitor products.
Using the in-house customer (CRM) database, proactively identify sales leads and progress.
Contact clients to gather feedback on new products and services on behalf of Product Management team.
“Farm” existing customers to proactively sell add-on services and products.
Create/manage own day-to-day lead activity and communicate to relevant stakeholders.
Ensure knowledge of all products and services on sourcing systems is kept up to date Job.
Ensure that Industry and regulatory knowledge is kept up to date.
Create necessary customer data records on the in-house database as potential leads.
Ensure irresolvable customer queries and problems are referred/escalated to the correct department.
Provide face-to-face sales support at relevant events and road shows throughout the UK.
Contact all non-managed new accounts so that the emergence of new networks and large IFA firms can be monitored.
Remotely manage non-allocated networks and large IFA firms so as to maximize our income and handle day-to-day enquiries and issues.
Negotiate with the Head of Business Development appropriate multi-user discounts.
Use intelligence gained from routine activities and existing knowledge of customer base to devise possible campaigns and targets for specific product areas and, where appropriate, undertake trial campaigns to establish scale of opportunity.
Proven sales ability.
Strong team player.
Excellent communication skills both written and verbal.
Ability to work on own initiative – self-motivated.
Computer literate.
Knowledge of the financial services market Knowledge of Exchange Portal and Trigold systems and the associated products and services.
8 paid days per year to extend your weekends + 25 days annual leave
State-of-the-art offices
Free on-site gym in our Cheltenham office open 24/7
New Short-Term Incentive and Recognition program
Casual dress, flexible work policy
Access to learning and development programs through LinkedIn Learning
3 days’ leave per year for charity initiatives
Starting school leave - 8.5 days of leave to assist your kids with the transition to school
Life Insurance & Private Medical
Up to 26 weeks’ paid parental leave for primary carers (up to 4 weeks for secondary carers), and the ability to work part-time when returning to work
Iress is committed to fostering a welcoming and inclusive culture. We strongly believe that diversity is what makes our teams and our products succeed. Our people have different experiences, skills, perspectives and beliefs and everyone’s uniqueness is valued and celebrated.
Our hiring decisions are never based on sexual orientation, race, gender identity, religion, disability, citizenship, marital or family status and age. Even if you feel you don’t meet all of the requirements of the role, we would still like to hear from you!
We’re also proud to be globally recognised as a WORK180 Endorsed Employer that promotes and supports all women in the workplace.
For more information about what we do, our people and values, please visit our website - https://www.iress.com/join-us/careers/
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