Self-Employed Sales Agent

Industry: Business Banking / SME Banking

Engagement Type: Independent referral arrangement

Remuneration: Commission payable based on qualifying referrals

About the Role

We are looking for a confident and target-driven individual to engage with Small and Medium Enterprise (SME) banking customers through outbound telephone calls. The primary responsibility is to contact prospective and existing business clients, explain banking products and services, generate interest, and support the onboarding process to ensure a smooth customer experience.

Key Responsibilities:

• Manage the client acquisition process from initial contact of prospective and existing SME banking clients to onboarding.
• Introduce and promote SME banking products & services.
• Explain the benefits & features of business banking products.
• Generate leads, identify customer requirements and convert prospects into onboarded customers.
• Guide customers through the onboarding process.
• Maintain accurate customer information and call records in the CRM system.
• Achieve daily, weekly and monthly call, conversion and onboarding targets.
• Ensure all activities comply with banking policies, data protection and regulatory requirements.
  

• Existing right to work in the UK, including permission to undertake the proposed independent engagement.
• Excellent spoken English communication skills with clear pronunciation and fluency.
• Strong telephone etiquette and professional communication skills.
• Confident in handling outbound calls and engaging business customers.
• Good persuasion, negotiation and objection-handling skills.
• Customer-focused approach with the ability to build rapport.
• Ability to explain banking products and processes in simple language.
• Strong follow-up and relationship-management skills.
• Basic computer knowledge and familiarity with CRM systems.
• Self-motivated, target-oriented and comfortable working in a sales-driven environment.

• Previous experience in sales, telesales or telemarketing.
• Experience dealing with SME, corporate or business banking customers.
• Basic knowledge of business banking services and onboarding.
• Experience in customer acquisition.

Renumeration 

This is an independent, commission-only engagement. Commission will be payable based on qualifying referrals, in accordance with the agreed referral and commission terms.

Ideal Candidate Profile

The ideal candidate will be a confident and articulate communicator with excellent spoken English, with the right to work in the UK, a professional telephone manner and the ability to engage SME business owners. They should be comfortable making outbound calls, explaining banking solutions, building customer interest and supporting successful onboarding conversions.