Outbound Relationship Associate

Role Description

This is an outbound consultative telesales role, contacting businesses to introduce our services and deliver new business opportunities to our brokerage team

Purpose of role

Hilton-Baird Financial Solutions, a multi-award-winning commercial finance broker, is looking for hard working and driven individuals to join our team of Funding Consultants and help UK businesses secure the finance they need to operate and flourish.

As an integral member of our telemarketing team, the Outbound Relationship Associate’s primary role is to generate new business opportunities. You will be responsible for contacting businesses on our database to introduce our services as a commercial finance broker, managing your own diary, establishing rapports with key decision makers at these businesses and building a sales pipeline full of relevant and engaged prospects.

We hire for attitude and aptitude above all else. If you possess the drive and determination to succeed, we will teach you the skills you need to prosper within this challenging and rewarding role. Our ethos is one of partnership – both externally and internally. The more value each individual adds to our clients and our business, the more value they receive in return.

Key responsibilities

Generate new business opportunities through cold and warm telephone calling
Introduce our company and services to a variety of businesses and ascertain if there is any current or longer-term funding requirement
Complete a full fact-find, which involves gathering information on the business and discussing the options available to them
Ensure compliance with all procedures, policies and wider regulations (FCA, GDPR etc.)
Manage and develop your own diary in order to meet touchstones
Build relationships and rapport to gain valuable insights and important information, in a compliant manner
Maintain the highest level of quality, integrity and professionalism in an effective yet courteous manner
Perform against touchstones, set across your Balanced Scorecard
Attend and engage in regular team meetings, contributing as appropriate
Maintain a detailed and accurate record of all business dialogue
Any duty you may be asked to perform as part of a special project

Desired skills and attributes

Educated to GCSE standard or above
A background in finance, business, or telemarketing is preferred
Excellent communication skills and telephone manner
Ability to learn quickly, digest information and possess the will to excel in the role
High level of attention to detail
Determination and drive to meet touchstones
A good level of business acumen
Proven team player with excellent interpersonal skills
Able to work on their own initiative and as part of a team
Driven, hard worker
Punctual and reliable
Computer proficiency – Word, Excel, Outlook and SalesLogix or a similar CRM System

What we offer

25 days’ holiday plus bank holidays
Life cover 4 x salary
Auto enrol pension
Employee Assistance Programme
Annual flu vaccination
Life cover
Cycle to work scheme
Health screening
Give As You Earn
Electric Car scheme

About Hilton-Baird Financial Solutions

Established in 1997, Hilton-Baird Financial Solutions (HBFS) is part of FRP, a leading national business advisory firm with 32 offices and more than 800 team members, including 107 Partners, across the UK and overseas.

HBFS is an award-winning commercial finance brokerage which introduces businesses of all sizes to the most suitable funding solutions on the market, releasing the working capital that is fundamental to their growth. Based in Southampton, Hampshire.