Onboarding Manager at Personal Group

Central Milton Keynes, England, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

28 Apr, 26

Salary

42000.0

Posted On

28 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

B2B Sales, KPI Achievement, Objection Handling, Client-Facing Communication, Product Demonstrations, Data Management, Client Onboarding, Stakeholder Management, Compliance, TCF Principles, FCA Principles, Proactive Contact, Value Communication, Data Upload Guidance, Sales Documentation Verification

Industry

Financial Services

Description

Job Title: Onboarding Manager Location: Home based with travel to the Milton Keynes office as required. Salary: £35,000 - Uncapped Commission with expected OTE £42,000 Contract Type: Permanent In this role, you’ll be responsible for acquiring and onboarding SEB (Sage Employee Benefit) leads, using strong sales skills and a personable approach to embed the product within our clients’ businesses. You’ll engage leads through proactive outbound contact and deliver compelling product demonstrations that clearly communicate SEB’s value, driving customer buy-in and successful onboarding. You’ll also manage follow-ups with non-attending leads, handle objections effectively, and maintain accurate data and organisation to ensure a smooth customer journey. Your responsibilities will include: Deliver product demonstrations and discovery calls to acquire potential new high value customers Proactively contact new Sage leads with the view to combat any objections and onboard the customer onto the product. Reiterate the value of the SEB & understanding the customers’ needs Guide the client thorough uploading employee data onto the platform to onboard employees Obtain original sale documentation from Sage and confirm validity of sale and accuracy of client information Participate in the Implementation phase of the client journey when required Ensure compliance with employment legislation, FCA principles, “Treating Customers Fairly” (TCF) & other relevant legislative requirements Experience and Knowledge you will need for the role: Confident B2B sales experience with a proven ability to meet and exceed KPIs Demonstrated success in handling objections within a B2B environment Excellent client-facing communication skills across telephone and video Experience building rapport and credibility with senior B2B stakeholders Competent in Microsoft Excel and comfortable working with data Able to build and maintain effective working relationships based on trust, with the confidence to challenge when appropriate High levels of integrity and moral courage, demonstrating strong personal standards and commitment to company values No candidate will meet every single desired qualification. If your experience looks a little different from what we've identified and you think you can bring value to the role, we'd love to learn more about you! Personal Group is proud to be an inclusive employer and encourages applications from a diverse range of candidates. If you require reasonable adjustments to assist you with the application and/or recruitment processes, please contact our Recruitment Team. The Company The Personal Group family offer a range of products help protect, connect, and engage the UK workforce with communication tools, employee benefits, and health insurance plans. Innecto offer specialist pay and reward and employee experience consultancy. Together we provide a full-service solution to help our clients stand out as an employer of choice. Our mission is to protect the unprotected and connect the unconnected. We want to make work happy, for everyone. Why? Because when people are happy, they're more productive. And when people feel like they make a difference, they do. Today we're making work happy for more people than ever before, and we are looking for great people to help create a brighter future for the UK workforce. Could you be our next great hire? #INDHP

Responsibilities

The manager will be responsible for acquiring and onboarding SEB leads by using strong sales skills to deliver compelling product demonstrations and drive customer buy-in. Key duties include proactively contacting leads, managing follow-ups, guiding clients through data uploading, and ensuring compliance with relevant legislation.