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. • Ensuring all targets are met on a daily and yearly basis (2020 – 2021 achieved all targets)• Working daily as a team to ensure all appointment are dealt with within the agreed time timeframes to provide the best possible experience for the customer.

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. • Conducting site surveys as an advisory role to assist customers meeting current regulations with regards to evacuation. • Targeting Key accounts in Scotland to generate new business – using sites like LinkedIn to determine appropriate contacts • Sales tend to range from £500 - £200,000 • Delivering Training courses on the use of our EVAC Chairs • Running Exhibitions in Scotland and assisting in other regions of the UK • Managing & Training the Service Engineer for Scotland to utilize all sale potential.• Cost & objection handling along with problem solving • Numerous administration duties including generating sales reports

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 • Cost & objection handling along with problem solving. • Telephone cold calling and generating new business leads in various industries. Data obtained from the marketing department. • Working closely with the Head of Marketing organizing marketing campaigns • Arranging Sale appointments and demonstrations for our H&S consultants & Account Managers. Targeted to 30 appointments a month – majority new business. • Managing our stand at numerous Health & Safety Exhibitions throughout the year to generate business leads. • Handling incoming email & telephone enquiries when office based. • Writing Sales Scripts, Conducting Interviews and Training sales staff – Internal sales only