Best Advice Advisor


Posted: 04/01/2022


Full time

Optionis is the market-leading provider of accountancy, tax and umbrella employment solutions to contractors and small businesses within the UK. You will be joining a team of 450 staff, who represent highly successful brands such as Parasol, ClearSky, SJD Accountancy and Nixon Williams.

Through our brands, we specialise in managing tax, employment, accountancy and legislative compliance for the UK’s small businesses and contingent workforce – our solutions are market leading, and we’re always looking out for the best possible employees.


Role Summary

  • To deliver the highest possible conversion rates from prospect to registered Flexible Employee whilst operating entirely within the Optionis corporate values and standards of compliance
  • 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 ClearSky 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 calls per week, minimum call time per week, cross-sales, number of referrals and 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
  • Work as part of the sales enquiry team, the sales team and “Team Parasol” to ensure that collective goals are met via outstanding teamwork
  • 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
  • Ensure that all data collection and Parasol processes are completed accurately, compliantly and in a timely manner (including GoldMine records, activity reporting and all aspects of the registration process)
  • 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
  • Computer literate – MS Office/CRM software/telephone system
  • Excellent communicator – Able to influence effectively both internally and externally
  • Ability to build and maintain client relationships at all levels
  • Identify and act upon revenue generative opportunities
  • Self motivated and proactive
  • Committed to professional development
  • Ability to motivate/coach and support other team members


Hours of work are as follows :

  • 8am – 8pm Monday – Thursday – For example you may work at 8-4.30 / 9.30-6 or 12-8pm
  • 9am – 7pm Friday – For example you may work 9 – 5.30 or 10.30 – 7pm
  • You will also be required to work 1 in 4 Saturdays


Benefits Include:

  • ‘Your Flexibility’ – we give our staff the ability to choose the way in which they work, be that fully from home, in one of our network of UK offices or in an arrangement mixing the best of both
  • Industry leading career development
  • 23 days holiday per year, rising to a maximum of 28 days (excluding bank holidays)
  • Additional days off for your birthday and 100% attendance
  • The option to buy and sell holiday
  • Exclusive discounts and offers from hundreds of retailers with the UK’s leading benefits platform
  • Private medical insurance and dental insurance
  • Company pension scheme
  • Company car scheme
  • Wellbeing benefits including discounted gym membership, in-house mental health support, mindfulness resources and confidential support 24/7

Apply now

To apply, please upload your CV and Cover Letter and submit your details below.

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