Client Relationship Advisor

Join Our Team as a Client Relationship Advisor!

Position: Client Relationship Advisor
Location: Central Bournemouth
Contract Type: Temporary - Potential to extend & be offered permanently.
Working Pattern: Full Time (8.30 AM - 5:00 PM with a 1-hour lunch break)

What You'll Do:

To proactively contact existing customers and upsell additional services. Your daily tasks will include

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  • Promote and upsell additional services.
  
  
  • Conduct a minimum of 20 outbound calls per day to existing clients.
  
  
  • Use tailored scripts to deliver compelling value propositions.
  
  
  • Follow up with undecided clients via further calls, emails or SMS.
  
  
  • Record all interactions and outcomes accurately in the CRM system.
  
  
  • Participate in weekly feed...