New Business Agent (Ringfenced Opportunity Only)

New Business Agent

*PLEASE NOTE THIS IS A RINGFENCED OPPURTUNITY AND ONLY SELECT EMPLOYEES WILL BE CONSIDERED AT THIS TIME*

Earnings: £24,784.50 Basic + Performance Bonus

Earn up to an additional £6,000 per year

Full Time | Permanent | Remote (With occasional need for travel for meetings and training)

Working Pattern: 5 out of 7 days, with the expectation of 2 weekend days worked in every 4

This role will be required to proactively engage customers throughout their property journey, using warm customer 
data and follow-up activity to build relationships, identify needs and help customers take the next step with 
confidence. The New Business Agent will work primarily from home, with the training, technology and support 
required to succeed while contributing to a high-performing sales team.

Key Skills, Experience & Knowledge
• Previous experience in sales, customer service or estate agency
• Excellent communication and relationship-building skills
• Positive, resilient and target-driven attitude
• Confidence engaging customers and identifying sales opportunities
• Strong listening and objection-handling skills
• Good IT skills and the ability to work independently from home
• Proactive approach with a passion for delivering excellent customer outcomes
• Team-focused mindset with a willingness to learn and develop

Key Responsibilities

Customer engagement & sales:
• Contact customers proactively through outbound calls and follow-up activity; build rapport and develop strong 
customer relationships
• Understand customers' property needs and provide tailored solutions; promote relevant products and services 
that add value to the customer experience
Customer experience:
• Handle customer enquiries professionally and confidently; deliver an outstanding customer experience 
throughout every interaction

Process & performance:
• Maintain accurate customer records using internal systems
• Achieve individual sales, conversion and performance targets
Collaboration:
• Work collaboratively with colleagues to achieve team objectives
Personal standards:
• Undertake any reasonable ad-hoc duties as required
• Flexibility where required to cover shifts in the event of colleague sickness/absence

Key Performance Indicators
• Contact rate and outbound calls per day
• Conversion rate (contact → appointment/booking → instruction)
• Sales revenue and product attachment rate
• Customer satisfaction (CSAT) and quality score
• CRM data accuracy and completeness

What Success Looks Like
• Customers feel confident and well supported at every stage of their property journey
• Consistent, reliable conversion from contact through to instruction
• Accurate, complete customer records maintained across every interaction
• A motivated, collaborative team consistently hitting shared targets