Bryan Spence Email & Phone Number

Edinburgh, Scotland, United Kingdom

• Carrying out a range of prescribed outbound customer appointments and handling more sophisticated customer cases and queries using existing procedures.
• Working with current standard compliance processes, systems and procedures ensuring requirements are met
• Making outbound appointments to facilitate our customers pension objectives within the team. Providing detailed information on pension freedoms and retirement options to allow customers to access pension benefits.
• Supporting and Training new colleagues and temps for sign off on all retirement journeys
• Assisting in improvement/process changes to ensure smooth implementation of new working practices
• Supporting colleagues daily when coaches and management are unreachable as completely signed off in all retirement journeys.

Scotland, United Kingdom

• Account Management for our customers within Scotland
• Cold calling to generate sales along with closing incoming enquiries
• Ensuring all customers enquiries are addressed and dealt with in a timely manner
• Utilizing our current customer database to get full commitment across our large organizations
• Managing my own diary to ensure all travel appointments are planned logistically
• Learning and upselling new product ranges to the current customer base.

Edinburgh City, Scotland, United Kingdom

• Account Management for our customers within Scotland and a section of North East England.
• Building relationships with customers to create awareness of other business throughout other departments and divisions.
• Product & software demonstrations from general managers to board of directors.
• Sales packages range from £5K - £100K
• Meeting quarterly targets
• Carrying out training of our system to numerous site workers and management to ensure full functionality of our system – Tool Box Talks