The purpose of this role is to build a consistent pipeline of new short-term insurance business for RBS by identifying suitable prospect businesses, engaging them through high-volume outbound calling, and converting that engagement into qualified meetings for the Account Executive team.
Who would thrive in this role?
- Someone process-driven and target-motivated, who finds satisfaction in hitting daily numbers rather than needing variety in their day.
- Someone who can take rejection without it denting their energy for the next call and who recovers quickly rather than carrying a bad call into the next one.
- A natural conversationalist who can build quick rapport with strangers and sound credible representing the company within the first 10 seconds of a call.
Financial
- Contribute to RBS's new business pipeline by consistently meeting outbound activity and meeting targets.
- Use call lists, data sources and tools provided in a cost-effective way
Client
- Represent RBS professionally and accurately in every outbound interaction, first impressions matter, as this is often a prospect's first contact with RBS.
- Capture accurate, useful context on each prospect for a smooth handover to the Account Executive.
Business processes
- Identify and qualify businesses suitable for short-term commercial insurance, using lead lists / data sources provided and own research.
- Conduct around 50 outbound calls per day to identified businesses.
- Secure a minimum of one (1) qualified meeting per day for an Account Executive, held via Microsoft Teams.
- Maintain accurate, up-to-date records of calls made, outcomes and pipeline status in the agreed tracking tool / CRM.
- Provide weekly reporting on call volumes, meetings booked and outcomes.
- Action feedback from Account Executives on lead quality and meeting outcomes to continuously improve targeting.
- Adhere to RBS quality standards and relevant consumer protection / data privacy requirements when making outbound contact.
Learning and growth
- Live the RBS Way by committing to the organisation's values.
- Continuously refine calling approach, scripts and objection handling based on real outcomes.
- Share market insights and trends picked up through calls with the wider team.
