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New Business Sales Advisor

Liverpool

We are currently seeking a Sales Advisor to join our team here at Caroola Group. This role will be based 3 days per week out of our Warrington HQ office.

This is an exciting role with a very attractive realistic commission structure - Your OTE will be £38-£40k

Caroola is a group of market-leading brands that specialise in providing tax management, umbrella, and accountancy services to small businesses and a high-quality contingent workforce in the UK. Our mission is to unite and empower the agile workforce community with innovative technology, exceptional service, and expertise, all under one brand. Our top priority is to offer unparalleled support to our clients, easing their workload and helping them grow with us. This is who we are, and what we do.

Our exceptional team of talented individuals enables us to provide the best accountancy, tax, and umbrella services to our clients. With roots dating back to 1881, we have been providing exceptional service levels to contractors, sole traders, SMEs, and freelancers alike. Today, we offer a unique blend of personalised expertise and empowering technology to enable our clients to achieve greater success.

Role Overview:

To deliver the highest possible conversion rates from prospect to registered Flexible Employee whilst operating entirely within the Caroola corporate values and standards of compliance

Warm leads via inbound, outbound and email. no cold calling

Upsell and cross sell all brands and services

To take personal ownership of your pipeline from initial enquiry through to conversion, working effectively with internal colleagues and external clients to deliver an excellent customer experience at all times.

To represent Parasol and Caroola to potential new Flexible Employees in a professional, courteous, and helpful manner at all times

Role and Responsibilities:

Ensure that all prospects receive compliant and comprehensive advice, information and illustrations in line with Parasol policies and corporate values

Meet or exceed all targets and Key Performance Indicators [including minimum call time per week, cross-sales, number of registrations - or any other measure which may be required in future]

Work in partnership with colleagues to provide a seamless and professional service to our customers, taking ownership of issues arising within your caseload and assisting colleagues where necessary

Take personal responsibility for your own sales pipeline, ensuring that conversion of referrals to registrations from your portfolio are maximised both in terms of percentage and time to convert

Take personal responsibility to maintain an in-depth knowledge of the Parasol product suite, of the legislation and tax policy affecting the Parasol market, and of the market conditions and competitor framework Parasol must work within

Take ownership of your own personal and professional development, taking full advantage of the opportunities made available to you by Parasol

Complete any additional tasks or projects allocated to you to your best ability and in a timely manner

Skills and Experience Required:

Business to consumer sales experience

Proven/demonstrable sales record

Experience of target/KPI driven challenging sales environments

Accuracy / attention to detail skills

Microsoft Office - strong excel/word/power point/outlook skills

Excellent Communicator - Able to influence effectively both internally and externally

Excellent organisational skills

Ability to build and maintain client relationships at all levels

Identify and act upon revenue generative opportunities

Self-motivated and proactive

Benefits:

We're experts in managing finances and we want to optimise yours too! We'll ensure that you receive the right benefits to support your choice of lifestyle, wellbeing and health - right now, as well as for your future. Find what’s best for you through your own personal benefits hub.

A competitive salary, flexible working options, and the ability to flex your holiday entitlement is in the heart of our offering.

Enjoy 25 days off plus Bank Holidays to reach a maximum of 29. Want more? No problem. You can buy up to an additional 3 days and tailor your leave.

Plan ahead - With private medical insurance, you can access medical treatment when you need it most. So when life throws you an unexpected challenge, you can access a quick diagnosis and accurate treatment.

Stay strong - Keep in shape with dental insurance, our Cycle to Work scheme and subsidised gym memberships.

Study support - Progress your career in your chosen field without worrying about finding the time, the right guidance or the money to do it

Our financial benefits will aid you in life’s ups and downs including free access to mortgage advice, credit scoring for life and financial management tools

Company Pension - Save for the future with our company pension scheme with NEST.

Caroola supports the mental health of its people. Take advantage of our mindfulness resources and engage in a list of initiatives that we update regularly. Our dedicated team of qualified Mental Health First Aiders provide materials and support in areas such as mental health, mindfulness and personal health. Through Health Assured, we provide 24/7 365 days a year counselling and support through our Employee Assistance Programme. If it’s your thing—or not (yet)—there’s also a gym membership up for grabs.

Keep your balance - to ensure that everyone is able to thrive when they are at their best, we provide a flexible environment to support your lifestyle, priorities and family life which is built on a culture of trust and ownership.

Tusker Car benefit scheme - Help the planet and put some of your salary, before tax, to buy an electric or hybrid car.

My Savings Pal - Earn cashback. Make your salary go further with big discounts on all of your shopping.

Apply

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